CRM
pipeline · leads · 342 active accounts
8.2%
$184K
Pipeline value
6
36
Open deals
2.4%
42%
Win rate
0.9%
$5.1K
Avg deal size
Deal pipeline
Q3 · 36 open deals
Win rate
Won42%
In progress32%
Lost18%
Active leads
8 shown · 342 total
| Lead | Stage | Value | Owner | |
|---|---|---|---|---|
AC Acme Cloud nova@acme.io | Opportunity | $18,400 | R. Torres | |
NW Northwind Labs ops@northwind.dev | Proposal | $12,750 | M. Santos | |
BS Beam Systems hello@beam.systems | Negotiation | $9,200 | J. Canete | |
CV Cobalt Ventures info@cobalt.vc | Closing | $7,600 | M. Santos | |
OL Orbital Logistics dispatch@orbital.com | Qualified | $5,300 | R. Torres | |
QP Quanta Partners team@quanta.io | Qualified | $4,100 | J. Canete |
Upcoming tasks
today · 4 due
09:30 · call
Intro call — Acme Cloud
R. Torres · demo deck v3
11:00 · proposal
Send revised SOW to Northwind
M. Santos · scope +$2.1K
13:15 · follow-up
Nudge Beam Systems on terms
J. Canete · net-30 offer
15:00 · review
Pipeline review — stage moves
weekly · sales team
17:30 · email
Wrap-up: close Cobalt pricing
M. Santos · 15-min call