Sales Dashboard

Welcome back, John. Here's what's happening today.

$245,800
Pipeline Value
12.5% from last month
34%
Win Rate
5.2% from last month
12/25
Calls Today
3 behind target
4
Overdue Tasks
Need attention

Today's Activities

10:30 AM

Call with Sarah Johnson

Discussed proposal feedback, scheduled follow-up meeting

Completed
15 min Recorded
2:00 PM

Meeting with Global Solutions

Quarterly review and contract renewal discussion

Scheduled
Google Meet Reminder at 1:30 PM
Yesterday

Invoice #INV-2023-045 Paid

Invoice paid by Innovate Inc via credit card

$12,500
Stripe •••• 4242

Deal Board

Qualified

3
Enterprise Software

Global Solutions Inc

$45,000 High
Marketing Suite

Bright Marketing

$12,500 Medium

Proposal

2
CRM Implementation

TechCorp LLC

$85,000 Critical

Negotiation

1
Support Package

Innovate Inc

$25,000 Low

Call Queue

Contact Company Phone Status Last Contact Actions
MJ
Michael Johnson
Global Solutions Inc (555) 123-4567 Warm Lead 2 days ago
SC
Sarah Chen
TechCorp LLC (555) 987-6543 Proposal Sent Yesterday
RD
Robert Davis
Innovate Inc (555) 456-7890 Customer 1 week ago

Customer Locations

Prospects (5)
Customers (12)
Your Location