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CRM Dashboard

Total Leads
2,847
156 this week
Active Deals
$1.2M
24 deals
Win Rate
32.5%
4.2% vs last month
Meetings Today
8
Next: 2:30 PM
Sales Pipeline
Total Value: $2.4M
Lead
45
$450K
Qualified
32
$640K
Proposal
18
$720K
Negotiation
12
$480K
Won
8
$320K
Lead → Qual
71%
Qual → Prop
56%
Prop → Neg
67%
Neg → Won
67%
Today's Activities
8
  • Call with TechCorp
    9:00 AM
    Discovery call - Enterprise plan
  • Demo: Acme Inc
    11:00 AM
    Product demonstration
  • Follow-up: Global Ltd
    1:00 PM
    Send proposal revision
  • Team Meeting
    2:30 PM
    Weekly pipeline review
  • Contract Review
    4:00 PM
    StartupXYZ - Final terms
Sales Team Performance
  • JM
    Jessica Miller $245K
    92% of target
  • RT
    Robert Taylor $198K
    78% of target
  • AL
    Amanda Lee $156K
    65% of target
  • DW
    David Wilson $124K
    52% of target
Recent Contacts
View all
  • SC
    Sarah Chen
    VP of Engineering, TechCorp
    Hot
  • MK
    Michael Kim
    CEO, StartupXYZ
    Warm
  • ER
    Emily Rodriguez
    CTO, Acme Inc
    Hot
  • JB
    James Brown
    Director, Global Ltd
    Cold
Recent Deals
View All Deals
Deal Name Company Value Stage Owner Close Date Actions
Enterprise License TechCorp International $125,000 Proposal Jessica M. Dec 15, 2025
Annual Subscription Acme Inc $48,000 Negotiation Robert T. Dec 20, 2025
Platform Migration Global Ltd $85,000 Qualified Amanda L. Jan 10, 2026
Startup Package StartupXYZ $24,000 Won David W. Nov 28, 2025