CRM Dashboard

Sales overview and customer activity

Total Leads

248

+12.5%

Active Deals

62

+8.3%

Pipeline Value

$1.37M

+18.2%

Closed Won

$425K

+24.6%

Sales Pipeline

Deal distribution across stages

$1.4M

77 total deals

Lead

24 deals$186K

Qualified

18 deals$245K

Proposal

12 deals$312K

Negotiation

8 deals$198K

Won

15 deals$425K

Tasks

5 pending · 5 overdue

Send revised proposal to Acme Corp

Jan 12·Enterprise License

high

Schedule demo with TechStart Inc

Jan 13·Annual Subscription

medium

Follow up on contract review

Jan 11·Team License

high

Prepare technical documentation

Jan 14·API Access

medium

Send welcome kit to MegaCorp

Jan 10·Premium Support

low

Update CRM with meeting notes

Jan 12·Platform Integration

low

Deals Trend

Track deal creation and closing over time

Recent Deals

8 of 8 deals

Deal	Owner	Stage	Value	Updated
Enterprise License Acme Corp	SCSarah Chen	Negotiation	$85K	Jan 12
Team License Startup Hub	EDEmily Davis	Negotiation	$28K	Jan 12
Starter Package NewVenture LLC	SCSarah Chen	Lead	$15K	Jan 12
API Access DevTools Co	AKAlex Kim	Qualified	$36K	Jan 11
Annual Subscription TechStart Inc	MJMike Johnson	Proposal	$42K	Jan 11

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