CRM Dashboard
Total Leads
1,842
12.4%vs last month
Active Deals
264
8.7%vs last month
Won This Month
38
5 dealsvs last month
Pipeline Value
$2.4M
19.2%vs last quarter
Sales Funnel
Lead-to-close conversion pipeline
Lead Sources
Origin of inbound leads
Organic Search34%
Referrals28%
Social Media19%
Paid Ads12%
Events7%
Revenue Forecast vs Actual
Monthly target vs closed revenue
Follow-up Tasks
12 due today
Call with Acme Corp
Deal: $48,000 · Due 10:30 AM
Proposal to TechVision
Deal: $120,000 · Due 2:00 PM
Contract signing · GlobalInc
Deal: $220,000 · Due 4:30 PM
Demo for StartupXYZ
Deal: $32,000 · Tomorrow 9 AM
Active Deals
264 deals in pipeline · $2.4M total value
| Company | Owner | Stage | Value | Close Date | Health | Last Activity |
|---|---|---|---|---|---|---|
|
A
Acme Corporation
Enterprise SaaS
|
|
Negotiation | $48,000 | Jun 15, 2026 | High | 2 hours ago |
|
T
TechVision Ltd
Technology
|
|
Proposal | $120,000 | Jun 28, 2026 | High | Yesterday |
|
G
GlobalInc
Manufacturing
|
|
Closing | $220,000 | May 31, 2026 | High | 1 hour ago |
|
S
StartupXYZ
FinTech
|
|
Demo | $32,000 | Jul 10, 2026 | Medium | 3 days ago |
|
M
MediCore Health
Healthcare
|
|
Qualified | $75,500 | Aug 5, 2026 | At Risk | 1 week ago |