CRM
Pipeline health, leads & rep performance — last 30 days.
Q2 · 312 open deals
Pipeline
Prospecting$412K98
Qualified$338K74
Proposal$286K61
Negotiation$154K48
Won this quarter$248K31
Win rate24.6%+1.9%
Pipeline
Deals by Stage
Deal value moving through the pipeline
WonOpen
Lead Source
- Inbound38%
- Referral24%
- Outbound20%
- Events11%
- Partner7%
Revenue Forecast
Committed vs. best-case
CommittedBest-case range
Sales Target
Q2 quota attainment
Closed$936K
Quota$1.20M
Gap$264K
Activities Due
- 09:30Call — Northwind LtdDiscovery · Priya NairCall
- 11:00Demo — Vertex GroupProposal · Tomás HerreraDemo
- 14:15Follow-up — Acme CoNegotiation · Devon OkaforEmail
- 16:45Contract — Helix MediaClosing · Lena BrandtSign
Recent Deals
Latest pipeline movement
| Deal | Stage | Value | Owner | Close |
|---|---|---|---|---|
Platform rollout Vertex Group | Negotiation | $184,000 | Tomás Herrera | Jul 02 |
Annual license Northwind Ltd | Proposal | $96,500 | Priya Nair | Jul 09 |
Seat expansion Acme Co | Qualified | $42,800 | Devon Okafor | Jul 18 |
Enterprise tier Helix Media | Won | $128,000 | Lena Brandt | Jun 11 |
Pilot program Lumen Labs | Lead | $18,200 | Ava Sutton | Aug 01 |
Top Sales Reps
TH
Tomás Herrera
14 won · 31% win
$412K9%
PN
Priya Nair
11 won · 28% win
$338K6%
DO
Devon Okafor
9 won · 24% win
$276K3%
LB
Lena Brandt
8 won · 22% win
$214K4%
Recent Activity
Lena Brandt closed Helix Media — $128,000
22m agoTomás Herrera moved Vertex Group to Negotiation
48m agoPriya Nair emailed proposal to Northwind Ltd
1h agoAva Sutton added 24 leads from SaaStr event
3h ago