CRM
Pipeline, deals and the team’s activity
Pipeline value
$636.3K
Deals won
121
Win rate
61.7%
Sales cycle
37 days
Deals won and lost
Last 12 months
Pipeline by stage
17 open deals, $636.3K
Top performers
Closed this quarter, $303.6K in all
-
1MJ$128,700Malik JohnsonAccount Manager
-
2IC$93,100Ines CarvalhoAccount Executive
-
3OP$56,900Owen PriceSales Representative
-
4DA$24,900Diego AlvarezSales Manager
Open deals
Biggest deals in the pipeline
| Company | Owner | Stage | |
|---|---|---|---|
|
RB
Riverstone BankRisk dashboard |
MJ
Malik JohnsonAccount Manager |
Negotiation | $96,000 |
|
QF
Quantum FreightFleet analytics |
OP
Owen PriceSales Representative |
Proposal | $72,500 |
|
NC
Nimbus CloudUsage billing |
OP
Owen PriceSales Representative |
Proposal | $61,000 |
|
PR
Polaris RoboticsIoT monitoring |
OP
Owen PriceSales Representative |
Proposal | $54,300 |
|
OH
Orchid HotelsGuest analytics |
IC
Ines CarvalhoAccount Executive |
Lead | $54,000 |
|
CR
Coral RetailStore dashboards |
IC
Ines CarvalhoAccount Executive |
Qualified | $46,800 |
Lead sources
176 new leads this month
Upcoming
Calls and meetings this week
-
30 minDiscovery call with Kestrel AirToday, 14:00 · Malik Johnson
-
45 minDemo for Orchid HotelsTomorrow, 10:30 · Ines Carvalho
-
1 hContract review, Riverstone BankFri, Oct 30, 16:00 · Malik Johnson
-
Follow up with Summit LearningMon, Nov 2, 09:00 · Diego Alvarez
Quarter target
$1.2M to close by December
Closed$303.6K
Forecast$567.5K
Gap$632.5K
Import leads
Optional