📦 Pick Pack Pro — Leads Dashboard

Track and manage your 3PL prospects from first contact to closed deal

Leads by Status

Leads by Source

Next Follow-up Timeline

Why We Lose

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0 selected

	#	ID	Score	Date Received	Contact	Company	Email	Source	Service	Est. Value (£)	Status	Priority	Follow-ups	Last FU	Next FU	Quick	📎	Actions

Add New Lead

Lead ID

Date Received *

Contact Name *

Company *

Job Title

Email (duplicate key)

Phone

Website

Source *

Service Interest

Monthly Order Volume

Estimated Value (£/month)

Status *

Priority

Next Follow-up

Date Won 🏆

Owner

Product Category

Follow-up Tracker (up to 4)

Reason * (required)

Details

Notes

📧 Parse Inquiry Email

Paste the full inquiry email. Duplicates (by email) are blocked.

⚙️ Settings

Follow-up Cadence (days until next follow-up)

After Follow-up 1Auto-set next follow-up this many days after FU1 (quick actions only)

After Follow-up 2

After Follow-up 3

After Follow-up 4 you'll be prompted to move the lead to "No Reply".

Monthly Targets (leave blank to not track)

New leads per monthHow many new leads should come in

Deals won per monthCounted by Date Won

Won revenue per month (£)Sum of monthly values of deals won this month

Calls per weekCalls logged Mon–Sun

Lead Scoring Weights

Estimated Value — max points (£5,000+)£3,000+ = 73%, £1,500+ = 50%, £500+ = 27%

Monthly Volume — max points (5,000+ units)2,000+ = 70%, 500+ = 40%, any = 20%

Service Fit — max points (SFP / TikTok / Multi-ch)FBA Prep / DTC = 60%, other = 30%

Source Quality — max points (Referral / Existing)Website / LinkedIn / Forum = 67%, other = 33%

Priority — max points (High)Medium = 50%, Low = 0

Stage Progress — max points (Negotiation)Contacted = 60%, Won = 50%

Stale Lead PenaltyFull >60 days stuck, half >30 days

Sum (excluding penalty): 100

☀️ Daily Digest

📞 Log Call —

Outcome

Note (optional)

🗑️ Recycle Bin

Deleted leads stay here for 30 days, then are removed permanently.

📤 Import Preview

📊 Leads Review Export

From

Exports new leads received in this period (with full info and status), plus all deals closed (Won / Unqualified / No Reply / Lost) with reasons, values, and time-to-close — plus a summary sheet.

🗄️ Full Backup & Restore

A full backup is a single JSON file containing everything — leads, activity logs, call history, tasks, stage history, checklists, recycle bin, and all settings. Excel export only holds the lead list, so this is your real safety net.

Create Backup

Include file attachments (larger file, but a true full restore)

Restore from Backup

📊 Weekly Report

From

Covers new leads, calls made, follow-ups and tasks completed, deals won and lost, and progress against your targets.