Dashboard

Your sales pipeline at a glance

๐Ÿ‘ค
5
Active Leads
2 new
๐Ÿ’ผ
5
Open Deals
$174k pipeline
๐Ÿ””
5
Pending Follow-ups
All on track
๐Ÿ†
1
Deals Won
Total converted

Pipeline by Stage

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Prospecting1 deal ยท $18k
Qualification1 deal ยท $12k
Proposal2 deals ยท $72k
Negotiation1 deal ยท $72k

Upcoming Follow-ups

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Negotiation call
Jessica Taylor
Tomorrow
Send updated pricing sheet
Emily Rodriguez
Tomorrow
Follow up on proposal
Sarah Johnson
In 2d
Re-engage David Kim
David Kim
In 3d
Schedule technical demo
Michael Chen
In 5d

Recent Activity

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Sent proposal document to Sarah Johnson at Acme Corp.
Sarah Johnson ยท Acme Corp โ€“ Enterprise License
2h ago
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Discovery call with Jessica Taylor โ€” 45 min. Very positive.
Jessica Taylor ยท Vantage AI โ€“ Platform Deal
2h ago
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Introductory email sent to Michael Chen at Globex.
Michael Chen ยท Globex Industries โ€“ Starter
2h ago
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Video demo with Emily Rodriguez. Covered core features.
Emily Rodriguez ยท TechStart โ€“ Growth Plan
2h ago
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Check-in call with Robert Williams at BlueSky Media.
Robert Williams ยท BlueSky Media โ€“ Upsell
2h ago
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Legal team reviewing MSA. Expected response by EOW.
Sarah Johnson ยท Acme Corp โ€“ Enterprise License
2h ago