Midstates CRM

Outreach Command Center

Snapshot 2026-05-13 17:49 UTC Log Out / Switch User

Build and operate campaigns, audiences, companies, outreach, contacts, and templates from one control plane.

Active view: Financials Signed in as midstates Test data visible

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Campaigns

Audiences

Companies

828

Contacts

2011

Email Templates

Customer Relationship Buckets

See which accounts are warm, cold, or ice cold before you drill into a tab.

Warm paying uses active company-contact interactions on or after 2023-05-14. Warm prospective uses active company-contact interactions on or after 2026-02-12 or quotes opened on or after 2025-05-13.

Bucketed Customer Companies 466 Customer company records covered by the five customer buckets.

Warm Paying Customer 13 Paying customer with an active company contact touched within the last 3 years.

Cold Paying Customer 15 Paying customer with no active contact interaction logged in the last 3 years.

Warm Prospective Customer 56 Prospective customer with active work or live work discussions in motion.

Cold Prospective Customer 381 Prospective customer with active contacts on file, but no contact touch in 3 months and no quote in 12 months.

Ice Cold Customer 1 Customer record exists in CRM, but no active company contacts are on file.

2026 YTD Revenue

$3,290,764

2026 Pace (Projected)

$8,403,298

Pace vs 2025

+23.9%

Avg Daily Revenue

$24,743

Revenue by Year

Source: crm_accounting.sales_line (excluding 2 intercompany/error rows ($5,991) and 2,211 out-of-period source rows ($26,368,694) through 2026-05-13).

Revenue trend chart will render once yearly revenue is available.

Imported revenue 2026 projected pace

Pace projection = realized 2026 YTD revenue + probability-weighted active RFQ payout expected in 2026 ($5,112,533.50). Excluded intercompany/error rows through 2026-05-13: $5,990.58. Excluded out-of-period source rows through 2026-05-13: $26,368,694.10.

Yearly Revenue Breakdown

Click a year to view the full imported purchase entries for that year.

Year	Imported Revenue	Pace / Notes
2026	$3,290,764.33	YTD imported. Year-end pace: $8,403,297.83 (includes RFQ weighted payout $5,112,533.50) (+23.9% vs 2025)
2025	$6,784,812.57	Finalized historical revenue
2024	$1,917,381.10	Finalized historical revenue
2023	$260,854.51	Finalized historical revenue
2022	$219,222.95	Finalized historical revenue
2021	$497,519.21	Finalized historical revenue
2020	$153,063.26	Finalized historical revenue
2019	$2,715,942.29	Finalized historical revenue
2018	$4,306,680.25	Finalized historical revenue
2017	$4,394,988.90	Finalized historical revenue
2016	$3,442,312.80	Finalized historical revenue
2015	$1,858,199.14	Finalized historical revenue

2020 Purchase Entries

47 imported line item(s), total $153,063.26. Clear year filter

Invoice Date	Customer	Item Purchased	Qty	Amount	Source
2020-11-18	THOMAS CONVEYOR EQUIPMENT COMP	FOR / Item ID: LABOR	1	$125.00	MIG \| MIG Items Sold 2020-Present.xlsx #721
2020-11-18	THOMAS CONVEYOR EQUIPMENT COMP	Reimb-Travel & Lodging Item ID: TRAVEL	1	$90.00	MIG \| MIG Items Sold 2020-Present.xlsx #723
2020-11-18	THOMAS CONVEYOR EQUIPMENT COMP	- Item ID: RE-PARTS	1	$4.55	MIG \| MIG Items Sold 2020-Present.xlsx #722
2020-11-03	PARAGON METALS, INC.	- Item ID: RE-PARTS	13	$36,325.00	MIG \| MIG Items Sold 2020-Present.xlsx #655
2020-11-03	PARAGON METALS, INC.	SERVICE PERFORMED Item ID: SERVICE	5	$7,100.00	MIG \| MIG Items Sold 2020-Present.xlsx #656
2020-11-03	PARAGON METALS, INC.	OF: Item ID: INSTALLATION	3	$5,000.00	MIG \| MIG Items Sold 2020-Present.xlsx #650
2020-11-03	PARAGON METALS, INC.	Reimb-Travel & Lodging Item ID: TRAVEL	37	$3,670.00	MIG \| MIG Items Sold 2020-Present.xlsx #658
2020-11-03	PARAGON METALS, INC.	FOR / Item ID: LABOR	10	$1,250.00	MIG \| MIG Items Sold 2020-Present.xlsx #651
2020-11-03	PARAGON METALS, INC.	- Item ID: LODGING	7	$820.00	MIG \| MIG Items Sold 2020-Present.xlsx #652
2020-11-03	PARAGON METALS, INC.	Reimb-Meals Item ID: MEALS	13	$805.00	MIG \| MIG Items Sold 2020-Present.xlsx #653
2020-11-03	PARAGON METALS, INC.	- Item ID: MILEAGE	822	$474.02	MIG \| MIG Items Sold 2020-Present.xlsx #654
2020-11-03	PARAGON METALS, INC.	- Item ID: ENGINEERING	3	$375.00	MIG \| MIG Items Sold 2020-Present.xlsx #649
2020-11-03	PARAGON METALS, INC.	- Item ID: SHIPPING	1	$24.06	MIG \| MIG Items Sold 2020-Present.xlsx #657
2020-10-12	GONZALEZ PRODUCTION SYSTEMS, I	FOR / Item ID: LABOR	147.5	$21,425.00	MIG \| MIG Items Sold 2020-Present.xlsx #221
2020-10-12	GONZALEZ PRODUCTION SYSTEMS, I	Reimb-Travel & Lodging Item ID: TRAVEL	52	$11,680.00	MIG \| MIG Items Sold 2020-Present.xlsx #228
2020-10-12	GONZALEZ PRODUCTION SYSTEMS, I	- Item ID: RE-PARTS	1	$4,923.07	MIG \| MIG Items Sold 2020-Present.xlsx #226
2020-10-12	GONZALEZ PRODUCTION SYSTEMS, I	Reimb-Airfare Item ID: AIRFARE	5	$4,450.00	MIG \| MIG Items Sold 2020-Present.xlsx #218
2020-10-12	GONZALEZ PRODUCTION SYSTEMS, I	- Item ID: MATERIAL	2	$2,325.00	MIG \| MIG Items Sold 2020-Present.xlsx #223
2020-10-12	GONZALEZ PRODUCTION SYSTEMS, I	- Item ID: LODGING	20	$2,225.76	MIG \| MIG Items Sold 2020-Present.xlsx #222
2020-10-12	GONZALEZ PRODUCTION SYSTEMS, I	AUTO REPAIR CREDIT CARD Item ID: AUTO	26	$1,592.02	MIG \| MIG Items Sold 2020-Present.xlsx #219
2020-10-12	GONZALEZ PRODUCTION SYSTEMS, I	Reimb-Meals Item ID: MEALS	27	$1,565.00	MIG \| MIG Items Sold 2020-Present.xlsx #224
2020-10-12	GONZALEZ PRODUCTION SYSTEMS, I	- Item ID: MILEAGE	1,082	$638.38	MIG \| MIG Items Sold 2020-Present.xlsx #225
2020-10-12	GONZALEZ PRODUCTION SYSTEMS, I	- Item ID: ENGINEERING	4	$500.00	MIG \| MIG Items Sold 2020-Present.xlsx #220
2020-10-12	GONZALEZ PRODUCTION SYSTEMS, I	SERVICE PERFORMED Item ID: SERVICE	2	$0.00	MIG \| MIG Items Sold 2020-Present.xlsx #227
2020-10-12	GONZALEZ PRODUCTION SYSTEMS, I	.02 short	1	$-0.02	MIG \| MIG Items Sold 2020-Present.xlsx #217
2020-10-01	HWH CORP.	TRAVEL HOURS	16	$1,440.00	MIG \| MIG Items Sold 2020-Present.xlsx #329
2020-10-01	HWH CORP.	Reimb-Travel & Lodging Item ID: TRAVEL	16	$1,440.00	MIG \| MIG Items Sold 2020-Present.xlsx #332
2020-10-01	HWH CORP.	FOR / Item ID: LABOR	4.5	$562.50	MIG \| MIG Items Sold 2020-Present.xlsx #331
2020-10-01	HWH CORP.	INI-PLANT LABOR	2.5	$312.50	MIG \| MIG Items Sold 2020-Present.xlsx #328
2020-10-01	HWH CORP.	AUTO REPAIR CREDIT CARD Item ID: AUTO	1	$86.72	MIG \| MIG Items Sold 2020-Present.xlsx #330
2020-09-29	CORTECH MACHINE & MOULD INC.	FOR / Item ID: LABOR	16	$1,510.00	MIG \| MIG Items Sold 2020-Present.xlsx #116
2020-09-29	CORTECH MACHINE & MOULD INC.	- Item ID: RE-PARTS	3	$1,437.00	MIG \| MIG Items Sold 2020-Present.xlsx #117
2020-09-29	CORTECH MACHINE & MOULD INC.	Reimb-Travel & Lodging Item ID: TRAVEL	11	$990.00	MIG \| MIG Items Sold 2020-Present.xlsx #119
2020-09-29	CORTECH MACHINE & MOULD INC.	- Item ID: SHIPPING	1	$41.70	MIG \| MIG Items Sold 2020-Present.xlsx #118
2020-09-18	SNAP-ON TOOLS	- Item ID: RE-PARTS	3	$2,000.00	MIG \| MIG Items Sold 2020-Present.xlsx #697
2020-09-18	SNAP-ON TOOLS	- Item ID: CONTROLS	1	$1,100.00	MIG \| MIG Items Sold 2020-Present.xlsx #696
2020-09-10	A.M.T. MACHINE TOOLS LTD.	3TC-1701-1A UNCLAMP LEVER LINK ARM ASSY	1	$2,885.00	MIG \| MIG Items Sold 2020-Present.xlsx #2
2020-09-10	A.M.T. MACHINE TOOLS LTD.	ASO-VTC30E DRAWBAR ASSEMBLY	1	$1,320.00	MIG \| MIG Items Sold 2020-Present.xlsx #3
2020-09-10	A.M.T. MACHINE TOOLS LTD.	DOC-NCELD LADDER DIAGRAM	1	$411.00	MIG \| MIG Items Sold 2020-Present.xlsx #4
2020-09-10	A.M.T. MACHINE TOOLS LTD.	DOC1-NCEED CONNECTION DIAGRAM	1	$195.00	MIG \| MIG Items Sold 2020-Present.xlsx #5
2020-06-25	MIDWEST GEAR & TOOL	SERVICE PERFORMED Item ID: SERVICE	2	$215.00	MIG \| MIG Items Sold 2020-Present.xlsx #472
2020-03-12	GOSIGER, INC.	FOR / Item ID: LABOR	1	$11,400.00	MIG \| MIG Items Sold 2020-Present.xlsx #233
2020-03-12	GOSIGER, INC.	- Item ID: MATERIAL	1	$6,500.00	MIG \| MIG Items Sold 2020-Present.xlsx #234
2020-03-12	GOSIGER, INC.	Reimb-Travel & Lodging Item ID: TRAVEL	1	$5,500.00	MIG \| MIG Items Sold 2020-Present.xlsx #235
2020-03-12	GOSIGER, INC.	- Item ID: CONTROLS	1	$4,600.00	MIG \| MIG Items Sold 2020-Present.xlsx #232
2020-02-20	MORRIS SOUTH	- Item ID: RE-PARTS	2	$1,230.00	MIG \| MIG Items Sold 2020-Present.xlsx #476
2020-01-10	DYNAMIC MACHINE OF DETROIT	- Item ID: CONTROLS	1	$500.00	MIG \| MIG Items Sold 2020-Present.xlsx #166