Dashboard Layout
⌘+S
Good morning, Carl👋
Here’s what’s happening with your CRM today.
Total Contacts
2,543
↑12.5%
vs last 30 days
Open Deals
127
↑8.2%
vs last 30 days
Pipeline Value
£2.48M
↑15.3%
vs last 30 days
Tasks Due Today
18
↑3
vs yesterday
Won Deals (30d)
23
↑27.8%
vs last 30 days
Conversion Rate
18.6%
↑2.4%
vs last 30 days
Pipeline Overview
- Qualification£842,000 (34%)
- Proposal£621,000 (25%)
- Negotiation£542,000 (22%)
- Closing£331,000 (13%)
- Won£144,000 (6%)
Deals Over Time
Upcoming Tasks
- Follow up with Sarah JonesAcme Ltd • Proposal discussion
- Call with James SmithGlobal Corp • Demo
- Prepare quote for InitechEnterprise Plan • 50 users
Recent Activity
- Sarah Jones opened emailRe: Proposal for Enterprise Plan
- Deal moved to ProposalAcme Ltd • £24,000
- Note added by Carl FearbyCustomer interested in annual plan...
Top Performing Users
- CFCarl Fearby£842,000
- EDEmma Davis£621,000
- MBMichael Brown£542,000
Waiting for action