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# CRM

Manage your sales pipeline, deals, and team performance.

Total Pipeline

$842K

+12.4%

Won This Month

$284K

+22.1%

Win Rate

34.2%

+3.8%

Avg Deal Size

$18.4K

-2.1%
Pipeline Overview

Monthly pipeline performance over the past year

Deal Stages

Distribution of active deals

375 Deals
Qualified
124
Proposal
89
Negotiation
52
Closed Won
67
Closed Lost
43
Top Sales Reps

Best performers this quarter

View all

# | Rep | Won | Revenue | Win Rate
--- | --- | --- | --- | ---
1 | JM Jordan Mills Enterprise | 18 | $82,400 | 58%
2 | PN Priya Nakamura Mid-Market | 24 | $74,800 | 52%
3 | CR Carlos Reyes SMB | 31 | $48,200 | 45%
4 | AT Aisha Thompson Enterprise | 11 | $41,600 | 39%
5 | LB Leo Bergstrom Mid-Market | 19 | $37,400 | 34%

Lead Sources

Where your leads come from

Recent Deals

Latest pipeline activity

View all

Deal | Company | Value | Stage | Close
--- | --- | --- | --- | ---
Zenith Platform License Nexora Corp | Nexora Corp | $48,000 | Closed Won | Feb 22
Enterprise Bundle Stratus Health | Stratus Health | $32,500 | Negotiation | Feb 28
Starter Plan Upgrade Bloom Studios | Bloom Studios | $9,800 | Proposal | Mar 4
Data Module Orion Analytics | Orion Analytics | $14,200 | Qualified | Mar 10
Pro Seats x40 Veridian Group | Veridian Group | $21,600 | Negotiation | Mar 15
Annual Renewal Cascade Systems | Cascade Systems | $8,400 | Closed Lost | Feb 19

Quarterly Targets

Progress toward Q1 goals

Pipeline Value 70%
$842k Target: $1200k
Deals Closed 67%
67 Target: 100
New Contacts 71%
284 Target: 400