Dashboard

Your sales pipeline at a glance

👤
5
Active Leads
2 new
💼
5
Open Deals
$174k pipeline
🔔
5
Pending Follow-ups
All on track
🏆
1
Deals Won
Total converted

Pipeline by Stage

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Prospecting1 deal · $18k
Qualification1 deal · $12k
Proposal2 deals · $72k
Negotiation1 deal · $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 · Acme Corp – Enterprise License
2h ago
📞
Discovery call with Jessica Taylor — 45 min. Very positive.
Jessica Taylor · Vantage AI – Platform Deal
2h ago
✉️
Introductory email sent to Michael Chen at Globex.
Michael Chen · Globex Industries – Starter
2h ago
🤝
Video demo with Emily Rodriguez. Covered core features.
Emily Rodriguez · TechStart – Growth Plan
2h ago
📞
Check-in call with Robert Williams at BlueSky Media.
Robert Williams · BlueSky Media – Upsell
2h ago
📝
Legal team reviewing MSA. Expected response by EOW.
Sarah Johnson · Acme Corp – Enterprise License
2h ago