Overview

Campaign Sent

18,942

+12.5%
Annual Profit

$684k

+18.7%
Lead Conversion

24.8%

-2.1%
Daily Avg Income

$9,842

+7.4%
Annual Deals

2,486

+16.2%

Sales Forecast

Forecasted revenue, pipeline value, and won deals

Deal Type

Distribution by current stage

WonPipelineStuck

Balance Overview

Revenue, expense, and profit ratio by quarter

Revenue$584k+23.4%
Expenses$497k+8.2%
Profit Ratio3.6%Stable

My Tasks

4 of 10 remaining

Deals Status

02 Nov 2026 to 31 Dec 2026

NameLast ContactedSales RepStatusDeal Value
Absternet LLCSep 20, 2026Donald RisherDonald RisherDeal Won$100.1K
Raitech SoftSep 23, 2026Sofia CunhaSofia CunhaIntro Call$150K
William PVTSep 27, 2026Luis RochaLuis RochaStuck$78.18K
Loiusee LLPSep 30, 2026Vitoria RodriguesVitoria RodriguesDeal Won$180K
Apple Inc.Oct 02, 2026Ayaan HuddaAyaan HuddaNew Lead$78.9K

Upcoming Activities

Meetings and follow-ups

25Tue
12:00am - 03:30pmMeeting for campaign with sales team
Sara AhmedDonald RisherLettie Carson+5
20Wed
02:00pm - 03:45pmAdding a new event with attachments
Sara AhmedDonald RisherLettie Carson+3
17Wed
04:30pm - 07:15pmCreate new project bundling product
Sara AhmedDonald RisherLettie Carson+4
12Tue
10:30am - 01:15pmWeekly closed sales won checking
Sara AhmedDonald RisherLettie Carson+9

Closing Deals

Active opportunities near signature

Deal NameSales RepAmountClose Date
Acme Inc InstallDonald RisherDonald Risher$96kToday
Save Lots StoresJansh BrownJansh Brown$55.7k30 Dec 2026
William PVTAyaan HuddaAyaan Hudda$102k25 Nov 2026

Deal Pipeline

Drag-ready column layout for CRM screens

Discovery$48K
Apex StudioEnterprise plan
Sara AhmedJon Lee
BrightLayerEnterprise plan
Sara AhmedJon Lee
Proposal$86K
Nexa AnalyticsEnterprise plan
Sara AhmedJon Lee
Orbit CRMEnterprise plan
Sara AhmedJon Lee
Negotiation$124K
CloudPeakEnterprise plan
Sara AhmedJon Lee
Vector LabsEnterprise plan
Sara AhmedJon Lee
DashoraNow
Action saved in this static demo.