1
New Lead
4 deals
$19,105
CRM & Sales Pipeline
Welcome, Alex
Filters
Open pipeline
$358,275
18 active deals
Won this month
$25,150
Last month $44,100
Win rate
71%
7 closed deals
Weighted forecast
$195,461
Stage-weighted
Follow-ups
6
Upcoming tasks
Funnel by stage
2
Qualified
4 deals
$52,480
3
Proposal Sent
5 deals
$138,350
4
Negotiation
5 deals
$148,340
5
Closed Won
5 deals
$69,250
6
Closed Lost
2 deals
$33,010
Deals by rep
Industry traction
Technology
2 open · 0 won · 2 contacts
$106,625
$53,313 avg
Construction
2 open · 1 won · 2 contacts
$75,230
$25,077 avg
Logistics
2 open · 0 won · 1 contacts
$55,600
$27,800 avg
Recent activity
Confirm kickoff date for Midtown Fitness.
task · Tessa Moore
Due Jun 10, 2026
Won this month. Training requested.
note · Residential services upsell · Hannah Reed
Show quote generation flow.
task · Manufacturing quote automation · Anne Wilson
Due Jun 6, 2026
Send task automation demo clip.
task · Fleet customer sales tracking · Marcus Bell
Due Jun 7, 2026
Executive review scheduled.
meeting · Revenue operations standardization · Owen Pierce
Due Jun 13, 2026
Revise quote to split implementation fees.
task · Warehouse opportunity board · Marcus Bell
Due Jun 6, 2026
Sent expansion pricing.
email · Practice management add-on · Maya Chen
Due Jun 7, 2026
Upcoming follow-ups
Send field crew demo recording.
task · Field crew CRM rollout · Nora Fields
Miles asked for a one-page ROI summary.
email · Firm expansion quote · Miles Carter
Revise quote to split implementation fees.
task · Warehouse opportunity board · Marcus Bell
Add approval workflow language to quote.
task · Creative sales ops cleanup · Priya Shah
Show quote generation flow.
task · Manufacturing quote automation · Anne Wilson
Discovery call completed. Maya wants a short quote by Friday.
call · New patient operations rollout · Maya Chen