CRM

Pipeline health, leads & rep performance — last 30 days.

7.0%
Open Deals
312
11.5%
Pipeline Value
$1.24M
1.9%
Win Rate
24.6%
8.3%
New Leads (30D)
1,180
Pipeline

Deals by Stage

Deal value moving through the pipeline

Won Open

Lead Source

  • Inbound 38%
  • Referral 24%
  • Outbound 20%
  • Events 11%
  • Partner 7%

Revenue Forecast

Committed vs. best-case

Committed Best-case range

Sales Target

Q2 quota attainment

Closed$936K
Quota$1.20M
Gap$264K

Activities Due

Calendar
  • 09:30 Call — Northwind LtdDiscovery · Priya Nair Call
  • 11:00 Demo — Vertex GroupProposal · Tomás Herrera Demo
  • 14:15 Follow-up — Acme CoNegotiation · Devon Okafor Email
  • 16:45 Contract — Helix MediaClosing · Lena Brandt Sign

Recent Deals

Latest pipeline movement

All deals
Deal Stage Value Owner Close
Platform rollout
Vertex Group
 Negotiation $184,000 Tomás Herrera Jul 02
Annual license
Northwind Ltd
 Proposal $96,500 Priya Nair Jul 09
Seat expansion
Acme Co
 Qualified $42,800 Devon Okafor Jul 18
Enterprise tier
Helix Media
 Won $128,000 Lena Brandt Jun 11
Pilot program
Lumen Labs
 Lead $18,200 Ava Sutton Aug 01

Top Sales Reps

Leaderboard
TH
Tomás Herrera
14 won · 31% win
$412K9%
PN
Priya Nair
11 won · 28% win
$338K6%
DO
Devon Okafor
9 won · 24% win
$276K3%
LB
Lena Brandt
8 won · 22% win
$214K4%

Recent Activity

View all

  • Lena Brandt closed Helix Media — $128,000

    22m ago

  • Tomás Herrera moved Vertex Group to Negotiation

    48m ago

  • Priya Nair emailed proposal to Northwind Ltd

    1h ago

  • Ava Sutton added 24 leads from SaaStr event

    3h ago