CRM
Sales pipeline and deal tracking
Sales Pipeline
Lead
$320K
45 deals
Qualified
$280K
28 deals
Proposal
$245K
18 deals
Negotiation
$180K
12 deals
Won
$220K
8 deals
32%
Win Rate
+2.3% from last month
48
Deals This Month
+12.0% vs last month
Average Deal Size
$26K
+6.5% from last month
Top Open Deals
TechVision Inc.
Alex Rivera
$45K
NegotiationProgress to closeApr 15
Nexus Enterprises
Sam Patel
$52K
WonProgress to closeMar 20
Pinnacle Software
Jordan Lee
$41K
QualifiedProgress to closeMay 20
Summit Digital
Sam Patel
$36K
ProposalProgress to closeApr 30
CloudScale Solutions
Jordan Lee
$32K
ProposalProgress to closeApr 22
Sales Team Leaderboard
AR🏆
Alex Rivera
18 deals closed
$142K
38% win
SP
Sam Patel
15 deals closed
$118K
34% win
JL
Jordan Lee
12 deals closed
$96K
30% win
MD
Morgan Davis
8 deals closed
$64K
28% win
Lead Sources
Website156 leads / 42 converted (27%)
Referral89 leads / 34 converted (38%)
LinkedIn67 leads / 18 converted (27%)
Cold Email234 leads / 28 converted (12%)
Total Leads Converted