CRM Dashboard
Pipeline health, deals and team activity at a glance.
12.5%
2.1%
8.3%
15.2%
Lead
45
$180,000
15% of pipeline
Qualified
32
$256,000
21% of pipeline
Proposal
18
$324,000
26% of pipeline
Negotiation
12
$288,000
23% of pipeline
Won
8
$192,000
15% of pipeline
Deals
Open opportunities across the team
+2
| Deal | Company | Owner | Value | Stage | Close Date |
|---|---|---|---|---|---|
| Enterprise License |
TC
TechCorp Inc.
|
Alex J.
|
$45,000 | Won | Jan 18 |
| Cloud Migration |
GS
Global Solutions
|
Sarah W.
|
$32,500 | Negotiation | Jan 24 |
| Platform Upgrade |
SX
StartupXYZ
|
Mike T.
|
$18,750 | Proposal | Jan 29 |
| Annual Renewal |
EC
Enterprise Co.
|
Emily D.
|
$67,200 | Negotiation | Feb 02 |
| Support Contract |
DF
DataFlow Ltd.
|
Chris L.
|
$24,800 | Lost | Jan 15 |
| Onboarding Suite |
NL
NovaLabs
|
Alex J.
|
$12,400 | Qualified | Feb 08 |
Lead Sources
Where deals come from
Direct
35%
Referral
28%
Website
22%
Social
15%