CRM Dashboard

2,847
Total Contacts
12.5% vs last month
156
Deals Won
8.3% vs last month
$1.2M
Pipeline Value
15.2% vs last month
68.5%
Win Rate
2.1% vs last month
Sales Pipeline
Lead45
$180,000
Qualified32
$256,000
Proposal18
$324,000
Negotiation12
$288,000
Won8
$192,000
Deal Sources
Direct35%
Referral28%
Website22%
Social15%
Revenue Trend
Recent Deals
View All
TechCorp Inc.
John Smith
$45,000Won
Global Solutions
Sarah Johnson
$32,500Pending
StartupXYZ
Mike Davis
$18,750Proposal
Enterprise Co.
Emily Brown
$67,200Negotiation
DataFlow Ltd.
Chris Wilson
$24,800Lost
Top Contacts
Add Contact
Contact
Amanda Chen
TechCorp Inc.
5 deals$125,000
Contact
Robert Kim
Global Solutions
3 deals$89,500
Contact
Jessica Taylor
Enterprise Co.
4 deals$156,200
Contact
David Martinez
StartupXYZ
2 deals$42,000
Upcoming Tasks
Add Task
Follow up with TechCorp
Today, 2:00 PM
High
Send proposal to Global Solutions
Tomorrow, 10:00 AM
Medium
Schedule demo for StartupXYZ
Jan 22, 3:00 PM
Normal
Review contract with Enterprise Co.
Jan 23, 11:00 AM
High
Update CRM records
Jan 24, 5:00 PM
Low
Team Performance
Sales RepDeals ClosedRevenueWin RateProgressTarget
Alex Johnson
Senior Sales
24$156,40078%
92% of target		$170,000
Sarah Williams
Sales Manager
31$198,20082%
99% of target		$200,000
Mike Thompson
Sales Rep
18$89,60065%
75% of target		$120,000
Emily Davis
Sales Rep
22$134,80071%
84% of target		$160,000
Chris Lee
Junior Sales
12$56,20058%
62% of target		$90,000