CRM Dashboard
Real-time insights into sales and summary
Target Revenue
93%
18.4%Target Deals
74%
6.2%Target Leads
48%
12.5%Pipeline Funnel
Prospecting
150
Qualified
100
Negotiation
60
Closed Won
30
Upcoming Activities
Sat
Sun
Mon
Tue
Wed
Thu
Fri
Contact velocity
84
12%Online Store
45 contacts
3.2%
Facebook Ads
28 contacts
7.0%
Referral
11 contacts
12.5%
At-Risk Deals
25
Total at risk dealsStalled
12 Deals48%
Competitor
8 Deals32%
Budget
5 Deals20%
Top Loss Deals
| Company | Value | Reason |
|---|---|---|
 Google LLC | $120,000 | Budget |
 Adobe Inc. | $85,000 | Stalled |
 Salesforce | $64,000 | Competitor |
 Zendesk | $50,000 | Stalled |
Win Rate
68.5%
Win RateWon Deals
137Total Deals
200Target
70%Cycle Length
45 daysvs. Prior Period
+4.2%Avg. Deal Value
$12,400Top Performing Reps
| Rank & Rep | Closed Won | Win Rate | Avg. Deal | Quota Attainment |
|---|---|---|---|---|
1  Angelina Gotelli | $450,000 | 68.4% | $15,500 | |
2  Max Alexander | $380,000 | 62.1% | $21,000 | |
3  Cassandra Murray | $290,000 | 55.8% | $11,200 | |
4  Shannon Baker | $240,000 | 51.2% | $9,800 | |
5  Steve Sutton | $185,000 | 47.5% | $13,400 |