Command Palette

Search for a command to run...

Pipeline Overview

Keep tabs on lead quality, open opportunities, and conversion rates across the current sales cycle.

Lead Pipeline Value
$284,500+12%

$254,200 last month

Qualified Lead Rate
28.4%-2.5%

30.9% last month

Open Opportunities
42+7

35 last month

Lead-to-Deal Rate
18.1%+1.6%

16.5% last month

Qualified Lead Flow
523 leads

Total qualified leads captured over the last 12 months.

Discovery Calls Booked
184 meetings

35% of qualified leads booked a first call.

184 booked
523 qualified
Upcoming Meetings
08:45
09:00
10:00
10:20
Product demo with Tim
Weblabs Studio
Monthly Proposal Goal
12 sent
18 target

67% of this month's proposal target reached.

Recent Opportunities
Track qualified leads moving through discovery, proposal, and closing stages.
IDAccountStagePriorityHealthValue
Edit
OP-1842
Asteron Bioworks
Proposal Sent
1
On Track
$42,000
OP-1841
BlueHaven Systems
Discovery
1
On Hold
$18,500
OP-1840
Cinder Health
Negotiation
1
At Risk
$63,000
OP-1839
Drift Manufacturing
Qualified
1
At Risk
$26,400
OP-1838
Everline Freight
Proposal Sent
1
Needs Review
$58,900
OP-1837
Fieldstone Capital
Discovery
1
On Track
$31,200
OP-1836
Granite Studios
Negotiation
1
On Track
$15,600
OP-1835
Halcyon Dynamics
Qualified
1
On Hold
$47,900
OP-1834
Ironcrest Ventures
Proposal Sent
1
At Risk
$52,400
OP-1833
Juniper Infrastructure
Discovery
1
At Risk
$22,800

Viewing 10 out of 132 opportunities