Dashboard

Your sales pipeline at a glance

Total Pipeline

$1.27M

+12.5%

Active Deals

67

+8 this week

Contacts

284

+23 this month

Win Rate

34%

+2.1%

Revenue Overview

Monthly revenue and deal count

Deal Distribution

Active vs won vs lost

Active (67%)
Won (23%)
Lost (10%)

Pipeline Stages

Deals by pipeline stage

Lead

24

$180,000

Contacted

18

$245,000

Qualified

12

$380,000

Proposal

8

$290,000

Negotiation

5

$175,000

Recent Deals

Latest deals in your pipeline

Acme Corp - Enterprise Plan

Sarah Chen

NEGOTIATION

$45,000

3d left

TechStart Annual License

Mike Johnson

PROPOSAL

$12,000

7d left

GlobalCo CRM Migration

Emma Davis

QUALIFIED

$85,000

14d left

RetailPro Integration

James Wilson

CONTACTED

$28,000

21d left

DataFlow Analytics Suite

Lisa Park

LEAD

$67,000

30d left

Upcoming Tasks

Tasks that need your attention

Follow up with Acme Corp

Today

HIGH

Send proposal to TechStart

Tomorrow

MEDIUM

Review contract terms

In 2 days

HIGH

Schedule demo with GlobalCo

In 3 days

LOW