CRM Overview
Sales pipeline, customer health, and conversion metrics.
Pipeline Value
$292,800
6 open leads
Won (90d)
$42,800
13% conversion
Active Customers
5
2 VIP
Avg Deal Size
$50,450
1 lost this period
Pipeline by Stage
Value of leads currently in each stage
Top Lead Sources
Last 90 days
Website Form2 · 25%
Referral2 · 25%
Cold Call2 · 25%
Event1 · 13%
Previous Customer1 · 13%
Sales Rep Performance
AM
Alex Morgan
3 leads · 1 won
$165,200
pipeline
JC
Jamie Chen
2 leads · 0 won
$120,000
pipeline
RP
Ravi Patel
1 leads · 0 won
$96,000
pipeline
SR
Sofia Reyes
2 leads · 0 won
$22,400
pipeline