CRM Dashboard
Customer relationship management overview and sales metrics
+14.2%
2,845
+8.5%
184
+22.3%
142
+4.2%
34.8%
Sales Pipeline
Qualification
20% success rate45
active deals
Total Value
$245,000
Avg. Deal Value$5,444
Proposal
40% success rate32
active deals
Total Value
$420,000
Avg. Deal Value$13,125
Negotiation
60% success rate28
active deals
Total Value
$385,000
Avg. Deal Value$13,750
Closing
85% success rate18
active deals
Total Value
$290,000
Avg. Deal Value$16,111
Customer AcquisitionNew customers over time
New Customers
Lead SourcesWhere leads are coming from
Website
32.5%
Referral
24.8%
Social Media
18.3%
Email Campaign
14.2%
Direct Call
7.8%
Other
2.4%
Recent ActivitiesLatest team activities and updates
Call with TechCorp
Call
Discussed Q4 requirements and pricing options
Demo with Acme Inc
Meeting
Product demonstration completed successfully
Deal Closed - GlobalTech
Deal
$45,000 annual contract signed
Follow-up sent to Innovation Labs
Email
Proposal document shared via email
Task Completed
Task
Prepared custom quote for Enterprise Solutions
Top DealsHighest value active deals
TechCorp Solutions
Enterprise software license and implementation
Deal Value
$95,000
Closing
Win Probability90%
Sarah JohnsonDeal Owner
Close DateFeb 15, 2024
GlobalTech Industries
Annual support and maintenance contract
Deal Value
$78,000
Negotiation
Win Probability75%
Michael BrownDeal Owner
Close DateFeb 28, 2024
Team Performance
Sarah Johnson
Senior Sales Rep
342
Leads45
Deals32
WonRevenue
$450,000
Target: $400,000
112.5%
Target Achieved!
Michael Brown
Sales Manager
298
Leads38
Deals28
WonRevenue
$385,000
Target: $350,000
110.0%
Target Achieved!
Emily Davis
Account Executive
256
Leads32
Deals24
WonRevenue
$320,000
Target: $300,000
106.7%
Target Achieved!
David Wilson
Sales Rep
223
Leads28
Deals20
WonRevenue
$275,000
Target: $280,000
98.2%
Jessica Lee
Sales Rep
198
Leads24
Deals18
WonRevenue
$245,000
Target: $250,000
98.0%
Robert Garcia
Junior Sales Rep
165
Leads18
Deals12
WonRevenue
$180,000
Target: $200,000
90.0%