CRM

Welcome back, Alex. Here’s what’s happening today.

Overview Reports Insights

Updated just now

Pipeline value

$426,800

↗ 14.3% vs. last month

Active deals

128

↗ 9.2% vs. last month

New leads

342

↗ 21.6% vs. last month

Win rate

38.4%

↗ 5.7% vs. last month

$426,800 ↗ 14.3% this month

Current period Previous period

82.4% of your monthly goal ↗ 8.2%

Great progress! You’re ahead of last month.

Target $150k

Revenue $128.4k

Today $3.8k

View pipeline

Company	Contact	Value	Stage
Layers	Olivia Rhye	$24,000	Negotiation
Sisyphus	Phoenix Baker	$18,500	Proposal
Catalog	Lana Steiner	$32,000	Qualified
Quotient	Demi Wilkinson	$12,800	Won
Northstar	Drew Cano	$45,000	Proposal

Discovery call Olivia Rhye · 10:00 AM

Contract review Phoenix Baker · 11:00 AM

Product walkthrough Lana Steiner · 12:00 AM

Quarterly check-in Demi Wilkinson · 13:00 AM

A clearer picture, a better next step. Your September workspace report is ready to explore. View report

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