CRM
Pipeline, deals and the team’s activity
Pipeline value
$1.42M
Deals won
286
Win rate
64.2%
Sales cycle
23 days
Deals won and lost
Last 12 months
Pipeline by stage
Open deals
Top performers
Revenue closed this quarter
-
1HS$482,000Hana SatoSupport Lead
-
2DA$391,500Diego AlvarezSales Manager
-
3IC$344,200Ines CarvalhoAccount Executive
-
4MR$286,900Mateo RossiGrowth Lead
-
5MJ$241,300Malik JohnsonAccount Manager
Open deals
Biggest deals in the pipeline
| Company | Owner | Stage | |
|---|---|---|---|
|
HL
Halcyon LabsPlatform renewal |
IC
Ines CarvalhoAccount Executive |
Negotiation | $48,000 |
|
QF
Quantum FreightFleet analytics |
DA
Diego AlvarezSales Manager |
Proposal | $72,500 |
|
EH
Evergreen HealthPatient portal |
LM
Lucas MoreauFrontend Engineer |
Qualified | $31,200 |
|
RB
Riverstone BankRisk dashboard |
RM
Rahul MehtaData Analyst |
Negotiation | $96,000 |
|
MM
Mosaic MediaContent suite |
AN
Amara NwosuMarketing Manager |
Won | $18,400 |
|
PR
Polaris RoboticsIoT monitoring |
IC
Ines CarvalhoAccount Executive |
Proposal | $54,300 |
Lead sources
New leads this month
Upcoming
Calls and meetings this week
-
30 minDiscovery call with Kestrel AirToday, 14:00 · Diego Alvarez
-
45 minDemo for Orchid HotelsTomorrow, 10:30 · Ines Carvalho
-
1 hContract review, Riverstone BankThu, 16:00 · Malik Johnson
-
Follow up with Summit LearningFri, 09:00 · Owen Price
Quarter target
$1.8M to close by December
Closed$1.22M
Forecast$1.71M
Gap$580K