CRM Dashboard
Client pipeline, lead tracking, and revenue forecasting
Active LeadsPipeline
42
+12% vs last monthOpen DealsIn Progress
19
+5% vs last monthClosed YTDSuccess
87
+18% vs last yearPipeline ValueRevenue
$1.4M
+7% vs last quarterActive Pipeline
Current leads and deals across all stages
Lead ID | Client | Stage | Owner | Value | Last Contact |
|---|---|---|---|---|---|
| LD-001 | Acme Corporation | Qualification | Sarah Chen | $45,000 | 1/15/2024 |
| LD-002 | TechStart Inc | Proposal | Michael Ross | $82,000 | 1/14/2024 |
| LD-003 | Global Industries | Negotiation | Sarah Chen | $125,000 | 1/16/2024 |
| LD-004 | Innovation Labs | Discovery | James Kim | $38,000 | 1/13/2024 |
| LD-005 | Enterprise Solutions | Closed Won | Michael Ross | $210,000 | 1/12/2024 |
Top Performers
Sales team performance this quarter
Sarah Chen
12 deals closed
$428K
Michael Ross
9 deals closed
$385K
James Kim
7 deals closed
$312K
Stage Distribution
Current pipeline breakdown
Discovery8 leads (19%)
Qualification12 leads (29%)
Proposal10 leads (24%)
Negotiation7 leads (17%)
Closed Won5 leads (11%)