CRM Dashboard
Pipeline health, lead sources, and sales team performance.
New Leads
1,284
+18.4%this month
Open Deals
366
+6.2%$2.49M pipeline
Won (Q2)
78
+12.5%$612k closed
Revenue
$1.84M
+9.1%vs last quarter
Deals by Stage
Monthly deal count broken down by pipeline stage
Lead Sources
Where new leads originate
Referral38%
Inbound28%
Outbound18%
Event10%
Partner6%
Pipeline Overview
Deal value by stage across the active pipeline
Prospect142 deals
$710,000100%
Qualified98 deals
$588,00083%
Proposal64 deals
$512,00072%
Negotiation38 deals
$380,00054%
Won24 deals
$312,00044%
Total Pipeline
$2,502,000
Weighted Forecast
$842,000
Win Rate
28.4%
Recent Activity
Sales team updates
Priya Iyer closed deal with Acme Corp — $48,000
12m ago
Marcus Chen logged a call with Globex Industries
1h ago
Sofia García sent proposal to Initech LLC
2h ago
New lead from event: Wayne Foundation
4h ago
Demo scheduled with Stark Enterprises
6h ago
Yuki Tanaka moved 3 deals to Negotiation
Yesterday
Sales Leaderboard
Individual rep performance this quarter
4 reps
| Rank | Rep | Role | Deals | Revenue | Conversion | Trend |
|---|---|---|---|---|---|---|
| 1 | PI Priya Iyer | Sales Lead | 24 | $184,000 | Up | |
| 2 | MC Marcus Chen | Account Exec | 18 | $142,000 | Up | |
| 3 | SG Sofia García | Sales | 16 | $98,000 | Down | |
| 4 | YT Yuki Tanaka | Sales | 12 | $76,000 | Up |
84%
Quota Attainment
$24.8k
Avg. Deal Size
32 days
Sales Cycle
12
Active Reps