Dashboards / CRM

CRM Dashboard

+18.2%

12,847

Total Leads

+9.4%

4,392

Qualified Leads

+22.1%

312

Deals Won

-1.8%

28.4%

Win Rate

Lead Acquisition

New vs qualified this week

Sales Pipeline

$486k total pipeline value

New Leads412
$148k
Contacted286
$122k
Qualified174
$96k
Proposal92
$72k
Won48
$48k

Open Deals

View all →
DealOwnerStageValue

TechNova — Enterprise plan

Closing Jul 28

Negotiation$24,000

PixelWorks — WhatsApp suite

Closing Aug 02

Proposal$12,800

BrightAds — Marketing bundle

Closing Aug 09

Qualified$8,400

DataNest — CRM rollout

Closing Aug 15

Proposal$31,200

Recent Activity

Deal won — CloudBridge

Ankit closed $18,500 · 12 min ago

Call logged with Sara Mathew

Discussed template rejection · 1 hr ago

14 leads imported

From WhatsApp broadcast list · 3 hrs ago

Task assigned to you

Follow up: FinEdge renewal · Yesterday