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Total Contacts

14,842

12.5% vs last month
Active Deals

485

8.2% vs last month
Pipeline Value

$1.2M

15.3% vs last month
Conversion Rate

18.4%

-2.4% vs last month
Sales Pipeline
Total Deals: 3,272
Leads Overview
New Leads
Converted Leads
Recent Activities
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Email sent to Sarah Johnson Introduction to our new product
10:30 AM
Call with Michael Brown Discussed project requirements
Yesterday
Meeting with TechCorp Inc. Product demo scheduled
May 20
Task completed Follow up with James Wilson
May 19
New lead added David Miller from DataSoft
May 18
Top Performing Sources
Website
1,102 (45%)
Referral
612 (25%)
Social Media
367 (15%)
Email Campaign
245 (10%)
Other
132 (5%)
Deal Status
View Report
Tasks Overview
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Total Tasks
120
Completed
86
In Progress
20
Pending
14
Recent Leads
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Avatar David Miller
david.miller@datasoft.com DataSoft Inc. New
Avatar Emma Wilson
emma.wilson@brightfuture.com Bright Future Ltd. Contacted
Avatar James Anderson
james.anderson@innovate.io Innovate IO Qualified
Avatar Olivia Martinez
olivia.martinez@nextgen.com NextGen Corp. New
Avatar Daniel Taylor
daniel.taylor@cloudtech.com CloudTech Solutions Contacted
Top Deals
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1
TechCorp Enterprise Deal TechCorp Inc.
$12,500 Negotiation
2
Bright Future Solution Bright Future Ltd.
$8,750 Proposal
3
Innovate IO Platform Innovate IO
$7,200 Qualified
4
CloudTech Services CloudTech Solutions
$6,300 Proposal
5
NextGen Implementation NextGen Corp.
$5,900 Qualified
Upcoming Meetings
View Calendar
MAY
22
Meeting with TechCorp Inc. Product demonstration
10:00 AM - 11:00 AM
Avatar
+2
MAY
23
Call with Bright Future Ltd. Project discussion
02:00 PM - 03:00 PM
Avatar
MAY
24
Demo with Innovate IO Platform walkthrough
11:30 AM - 12:30 PM
Avatar
MAY
27
Review with CloudTech Contract discussion
03:00 PM - 04:00 PM
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