CRM Sales Pipeline (Dashboard 1)

Today This Week This Month This Quarter This Year

Pipeline Value

$540,000

+15% from last Q

Deals Won

Target: 50

New Leads

128

+8% this week

Sales Forecast

$210,000

For next 30 days

Sales Funnel (Current Quarter)

Funnel Chart Placeholder (New Leads -> Qualified -> Proposal -> Negotiation -> Won/Lost)

New Leads: 250
Qualified Leads: 180 (72%)
Proposals Sent: 100 (55%)
Negotiation: 60 (60%)
Deals Won: 42 (70%)

Top Sales Reps (This Month)

John Doe

Deals Won: 12

$85K
Jane Smith

Deals Won: 10

$70K
Mike Johnson

Deals Won: 8

$55K

Recent Deals

Deal Name	Amount	Stage	Owner
Acme Corp Partnership	$50,000	Negotiation	John Doe
Beta Solutions Contract	$25,000	Won	Jane Smith
Global Innovations Pitch	$75,000	Proposal	Mike Johnson

Upcoming Activities

Call: Client Follow-up (Acme Corp)

Today, 10:00 AM | Assigned to: John Doe
Meeting: Product Demo (Global Innovations)

Tomorrow, 2:00 PM | Assigned to: Mike Johnson
Email: Send Proposal (New Startup)

June 15 | Assigned to: Jane Smith

CRM Sales (Dashboard 2)

Stage:

Date Range:

Total Deals

189

Conversion Rate

14.7%

Forecast Revenue

$82,400

Tasks

Pipeline Conversion

[ApexCharts Placeholder]

Recent Notes

Call with ZoomTech

Follow up next week for decision
Meeting: Alpine Co.

Proposal sent, waiting on signature
Internal Sync

Review targets for Q3

Top Leads

Company	Contact	Stage	Value
NovaTech	janet@nova.com	Proposal	$12,000
HydroX	mike@hydrox.com	Won	$23,000

Activity Timeline

Email Sent: Proposal to Nexa Group
Jul 6, 10:15 AM
Deal Won: HydroX Inc.
Jul 5, 4:20 PM
Follow-up: ZoomTech
Jul 4, 2:00 PM

Weekly Tasks

Prepare pitch deck Due: Jul 9
Call trade show leads Due: Jul 11

Add New Deal

Sales Pipeline (Dashboard 3)

Total Pipeline Value

$1,250,000

+15% from last month

Sum of all active deal values.

Average Deal Size

$12,500

-2% from last month

Average value of closed-won deals in the last 30 days.

Deals in Progress

+7 deals this week

Number of deals currently in any pipeline stage.

Conversion Rate

18.5%

+0.5% from Q3

Percentage of leads converted to closed-won deals.

Pipeline Stages

New Leads ()

$75,000

Qualification ()

$120,000

Proposal Sent ()

$200,000

Negotiation ()

$350,000

Closed Won ()

$500,000

Closed Lost ()

$15,000

Revenue Forecast

Deal Source Breakdown

Top Performing Sales Reps

Rep	Deals Closed	Value Closed	Conversion Rate
John Doe	15	$450,000	25%
Sarah Lee	12	$380,000	22%
David Kim	10	$300,000	20%

Upcoming Activities

Follow up with Project Alpha Lead

Project Alpha Lead (Deal-001) | Due: Today, 4:00 PM | Assigned: John Doe

Status: Pending | Priority: High

Negotiate terms for Managed Services Contract

Managed Services Contract (Deal-005) | Due: Tomorrow, 10:00 AM | Assigned: John Doe

Status: Scheduled | Priority: Critical

Send revised proposal to Innovate Solutions

CRM Customization (Deal-004) | Due: 2025-07-10, 11:00 AM | Assigned: Sarah Lee

Status: Pending | Priority: Medium

Recent Activity Feed

John Doe added a new deal: "Website Redesign Project" ($20,000).

5 minutes ago

Sarah Lee moved "Enterprise System Upgrade" to "Qualification" stage.

30 minutes ago

System generated a reminder for "Follow up with Project Alpha Lead".

1 hour ago

John Doe marked "Software License Renewal" as Closed Won.

Yesterday

New notification: "High priority deal due today!"

Yesterday

Notifications

Deal "Managed Services Contract" requires your attention for negotiation.

Just now

New lead assigned: "E-commerce Platform Inquiry".

15 minutes ago

Task "Schedule follow-up" for Deal-004 is overdue.

3 hours ago

CRM Dashboard 4

Stage

Owner

Date Range

Total Deals

142

12% from last month

Total Value

$1.42M

8% from last month

Win Rate

32%

2% from last month

Avg. Deal Size

$10,000

5% from last month

Deal Name

Company

Amount

Stage

Owner

Actions

Enterprise SaaS Contract

TechCorp Inc.

$85,000

Proposal

Marketing Automation

BrandSolutions

$42,500

Negotiation

CRM Implementation

RetailGroup

$120,000

Qualification

Data Analytics Package

FinServe

$65,000

Closed Lost

Cloud Migration

ManufacturingCo

$210,000

Closed Won

Showing 1 to 5 of 142 deals

Prospecting

5 deals

E-commerce Platform

ShopRight

$75,000

2d ago

High

HR Software

PeopleFirst

$38,000

1d ago

Medium

Qualification

8 deals

CRM Implementation

RetailGroup

$120,000

3d ago

High

Payment Gateway

PayTech

$65,000

5d ago

Medium

Proposal

6 deals

Enterprise SaaS Contract

TechCorp Inc.

$85,000

2d ago

High

Negotiation

4 deals

Marketing Automation

BrandSolutions

$42,500

1d ago

Low

Closed Won

12 deals

Cloud Migration

ManufacturingCo

$210,000

1w ago

High

Closed Lost

7 deals

Data Analytics Package

FinServe

$65,000

3d ago

Budget

Win Rate by Stage

Win Rate Chart

Deal Velocity

Deal Velocity Chart

Pipeline by Stage

Prospecting $375,000 (18%)

Qualification $480,000 (23%)

Proposal $510,000 (24%)

Negotiation $425,000 (20%)

Closed Won $210,000 (10%)

Closed Lost $95,000 (5%)

Top Performers

John Doe

$420,000 closed

42%

Jane Smith

$380,000 closed

38%

Mike Johnson

$210,000 closed

21%

Recent Activities

Deal won: Cloud Migration

John Doe · 2 hours ago

Deal lost: Data Analytics

Jane Smith · 1 day ago

Deal moved to Negotiation

Mike Johnson · 1 day ago

New deal added

John Doe · 2 days ago

Customer Name

Industry

Location

Deals

Total Value

Actions

TechCorp Inc.

Technology

San Francisco, CA

3 Active

$185,000

BrandSolutions

Marketing

New York, NY

1 Active

$42,500

ManufacturingCo

Industrial

Chicago, IL

1 Closed

$210,000

Showing 1 to 3 of 24 customers

Task

Due Date

Related To

Priority

Actions

Follow up on proposal with TechCorp

Assigned to John Doe

Tomorrow

Enterprise SaaS

High

Schedule demo with BrandSolutions

Assigned to Jane Smith

In 3 days

Marketing Auto

Medium

Send contract to ManufacturingCo

Assigned to John Doe

Yesterday

Cloud Migration

High

Showing 1 to 3 of 15 tasks