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
View All
Email sent to Sarah Johnson
Introduction to our new product
Call with Michael Brown
Discussed project requirements
Meeting with TechCorp Inc.
Product demo scheduled
Task completed
Follow up with James Wilson
New lead added
David Miller from DataSoft
Top Performing Sources
Website
1,102
(45%)
Referral
612
(25%)
Social Media
367
(15%)
Email Campaign
245
(10%)
Other
132
(5%)
Deal Status
View ReportTasks Overview
View All
Total Tasks
120
Completed
86
In Progress
20
Pending
14
Recent Leads
View All|
|
david.miller@datasoft.com | DataSoft Inc. | New |
|
|
emma.wilson@brightfuture.com | Bright Future Ltd. | Contacted |
|
|
james.anderson@innovate.io | Innovate IO | Qualified |
|
|
olivia.martinez@nextgen.com | NextGen Corp. | New |
|
|
daniel.taylor@cloudtech.com | CloudTech Solutions | Contacted |
Top Deals
View All
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 CalendarMAY
22
Meeting with TechCorp Inc.
Product demonstration
10:00 AM - 11:00 AM
+2
MAY
23
Call with Bright Future Ltd.
Project discussion
02:00 PM - 03:00 PM
MAY
24
Demo with Innovate IO
Platform walkthrough
11:30 AM - 12:30 PM
MAY
27
Review with CloudTech
Contract discussion
03:00 PM - 04:00 PM