Intelligence
Reporting & Analytics
Business intelligence across sales, operations, and financials.
Sales Dashboard
Pipeline health, rep performance, and forecast vs actual.
Pipeline Value
$292,800
6 open
New Leads
8
This period
Avg Deal Size
$50,450
Across all leads
Win Rate
50.0%
1 of 2 closed
Open Quotes
$61,379
5 outstanding
Forecast vs Actual
90-day trailing performance
Leads by Source
Acquisition mix
Pipeline by Stage
Value in each stage of the sales funnel
New1 · $84,000
Contacted1 · $52,000
Qualified1 · $12,800
Proposal Sent1 · $38,400
Negotiating2 · $105,600
Sales Rep Performance
Leads, conversions, and win rates by rep
4 reps
| Rep | Leads | Quotes | Won | Win Rate | Avg Deal | Revenue | Rate |
|---|---|---|---|---|---|---|---|
| Alex Morgan | 3 | 3 | 1 | 100% | $55,067 | $42,800 | |
| Jamie Chen | 2 | 2 | 0 | 0% | $60,000 | $0 | |
| Ravi Patel | 1 | 1 | 0 | 0% | $96,000 | $0 | |
| Sofia Reyes | 2 | 2 | 0 | 0% | $11,200 | $0 |