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Total Leads
247
▲ 12% vs last month
Revenue (March)
$84,200
▲ 8.4% vs last month
Active Deals
38
▼ 2 fewer open
Conversion Rate
22.4%
▲ 1.8 pts
Monthly Revenue This Year
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Lead Sources
247 leads
Website38%
Referral25%
Outreach20%
Other17%
Pipeline Summary View Kanban →
Prospecting
12
$42k
Qualified
9
$78k
Proposal
7
$63k
Negotiation
6
$55k
Closed Won
4
$84k
Recent Activity
  • 📞
    Call logged with Marcus T. — discussed Q2 pricing proposal
    12 minutes ago · Sarah K.
  • 📝
    New lead added: Omega Logistics via website contact form
    34 minutes ago · System
  • 🤝
    Deal moved — "BlueSky Corp $18,500" → Negotiation
    1 hour ago · David R.
  • 📧
    Email sent to Jennifer H. — Follow-up on proposal #2041
    2 hours ago · Sarah K.
  • ✅
    Deal closed: Prism Tech Solutions — $22,000
    Yesterday · David R.
Upcoming Tasks All tasks →
  • Call Marcus — Q2 pricing review
    Today 3:00 PM · Marcus T.
    High
  • Send proposal to BlueSky Corp
    Today 5:00 PM · BlueSky Corp
    Med
  • ✓
    Follow up — Omega Logistics
    Completed · Omega Logistics
    Low
  • Schedule demo — Prism Tech
    Tomorrow 10:00 AM · Prism Tech
    Med
Customer Company Segment Revenue Last Contact Status
Jennifer Harmon
jennifer@bluesky.com
 BlueSky Corp Enterprise $48,200 2 days ago Active
Marcus Thompson
marcus@prismtech.io
 Prism Tech Solutions SMB $22,000 Today Active
Amy Sinclair
amy@omegalog.com
 Omega Logistics SMB $11,500 1 week ago Active
Robert Cline
rob@novaworks.co
 NovaWorks SMB $6,800 3 weeks ago At Risk
Diana Cruz
diana@apexretail.com
 Apex Retail Group Enterprise $91,400 Yesterday Active
Samuel Ito
sam@clearpath.io
 ClearPath Analytics Startup $3,200 1 month ago Churned
Natasha Bell
nat@vertexco.com
 Vertex Co. SMB $14,700 4 days ago Active
Lead Company Source Est. Value Created Status Action
Jake Moreno
jake@fastfreight.com · (512) 881-4432
 FastFreight LLC Website $14,000 Today New Lead
Patricia Vang
pv@neonedge.io · (415) 554-0089
 Neon Edge Digital Referral $9,500 Yesterday Contacted
Calvin Hughes
c.hughes@irongate.co · (303) 672-3310
 Iron Gate Security Cold Outreach $31,000 Mar 2 Meeting Scheduled
Leah Ford
leah@luminara.com · (617) 449-2200
 Luminara Health Website $55,000 Feb 28 Proposal Sent
Derek Strand
derek@cloudpivot.io · (720) 881-5500
 CloudPivot Inc. Event $7,200 Feb 25 New Lead
Prospecting 3
FastFreight Fleet Deal
FastFreight LLC
$14,000 30%
DK
David K.
Close: Apr 15
CloudPivot Starter Plan
CloudPivot Inc.
$7,200 20%
SK
Sarah K.
Close: May 1
Vertex Co. Expansion
Vertex Co.
$21,000 25%
CM
Carlos M.
Close: Apr 30
Qualified 3
Neon Edge Growth Package
Neon Edge Digital
$9,500 55%
SK
Sarah K.
Close: Mar 28
Omega Integration License
Omega Logistics
$18,000 50%
DK
David K.
Close: Apr 10
NovaWorks Annual Plan
NovaWorks
$6,800 45%
CM
Carlos M.
Close: Apr 5
Proposal Sent 2
Luminara Enterprise Deal
Luminara Health
$55,000 65%
SK
Sarah K.
Close: Mar 31
Iron Gate Security Suite
Iron Gate Security
$31,000 70%
DK
David K.
Close: Mar 29
Negotiation 2
BlueSky Annual Contract
BlueSky Corp
$18,500 80%
DK
David K.
Close: Mar 25
Apex Retail Platform
Apex Retail Group
$36,700 75%
CM
Carlos M.
Close: Mar 27
Closed Won 2
Prism Tech Solutions
Prism Tech
$22,000 Won ✓
DK
David K.
Closed Mar 20
TerraFirm Renewal
TerraFirm Co.
$14,800 Won ✓
SK
Sarah K.
Closed Mar 18
Due Today3 pending
  • 📞 Call Marcus — Q2 pricing
    3:00 PM · Prism Tech Solutions
    High
  • 📧 Send proposal to BlueSky Corp
    5:00 PM · BlueSky Corp
    Med
  • ✓
    📋 Update CRM notes — Omega Logistics
    Completed 10:30 AM
    Low
Upcoming (This Week)
  • 🤝 Discovery meeting — Iron Gate Security
    Mar 5, 10:00 AM
    High
  • 📞 Demo call — Luminara Health
    Mar 5, 2:00 PM
    Med
  • 📧 Follow-up — Neon Edge Digital
    Mar 6, 9:00 AM
    Med
  • 📋 Quarterly review — Apex Retail Group
    Mar 7, 11:00 AM
    High
Revenue YTD
$218k
▲ 18% vs last year
Deals Closed
34
▲ 6 more deals
Avg. Deal Size
$6,412
▲ $820 avg
Lead-to-Deal
22.4%
▲ 1.8 pts
Sales by Representative
Sarah K.
$82k
David R.
$74k
Carlos M.
$62k
Lead Conversion Funnel
Total Leads
247
Contacted
178
Meetings
111
Proposals
69
Closed Won
55
Weekly Revenue Trend (Last 8 Weeks)
W1
W2
W3
W4
W5
W6
W7
W8
AJ
Alex Johnson
Admin
–
Deals
–
Revenue
SK
Sarah Kim
Sales Manager
14
Deals
$82k
Revenue
DR
David Rivera
Sales Rep
11
Deals
$74k
Revenue
CM
Carlos Mendez
Sales Rep
9
Deals
$62k
Revenue

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