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CBI INTELLIGENCE
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May 29, 2026 • Intelligence overview
TOTAL CONTACTS
254
+31 this week
ACTIVE DEALS
41
+$1.8M pipeline
PIPELINE VALUE
$3.12M
+22% MoM
TASKS DUE
12
3 overdue
Live Activity
Pipeline Snapshot
Contacts
254 total • All records visible
| NAME | COMPANY | PHONE | STATUS | INDUSTRY | AI SCORE | NEXT | ACTIONS |
|---|
Pipeline
$3.12M • 41 deals • Advanced AI
Tasks
12 pending • 89% completion
| TASK | CONTACT | DUE | PRIORITY | STATUS | ASSIGNED | ACTIONS |
|---|
Finance
Q2 2026 P&L • AI Forecasting
TOTAL REVENUE
$2.84M
+18% QoQ
PENDING INVOICES
$412K
12 invoices
PROJECTED
$1.92M
67% weighted
NET PROFIT
$1.63M
57% margin
Incomes
Expenses
Pending Invoices (click to mark paid)
Future Revenue (AI)
Cash Flow Trend
Reports
Deal Stage Distribution
Monthly Revenue Trend
Top 5 Deals + AI Scores
Catalog & B2B
Services with discounts, commissions & B2B partners
Services & Products (Discount & Commission Enabled)
| SERVICE | CATEGORY | PRICE | DISC | COMM | EFFECTIVE |
|---|
B2B Partners
| PARTNER | INDUSTRY | ANNUAL SPEND | SERVICES | LAST DEAL |
|---|
Advanced AI Score
New Contact
New Deal
New Task
Edit Q2 2026 Target
New Business
MExpansion
MRenewals
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