Dashboard
Open pipeline
$1.84M
▲ 12.4% vs last month
New leads (30d)
248
▲ 8.1%
Win rate
31%
▼ 2.3%
Avg. deal size
$42.6k
▲ 5.7%
Revenue closed, last 6 months
MayJunJulAugSepOct
Recent activity
- Call with Priya NairToday, 10:15 · Northwind Capital
- Proposal sent to Daniel OrtizYesterday · Bluepeak Lending
- Deal won: Helix PaymentsMon · $68,000
- New lead: Sara WhitfieldMon · Web form
| Name | Company | Owner | Status |
|---|
Lead 3
Northwind CapitalPriya Nair
$54,000
Orbit SavingsMarcus Lee
$21,500
Keystone CreditAnya Rao
$33,000
Qualified 2
Bluepeak LendingDaniel Ortiz
$96,000
Cedar WealthHana Sato
$47,200
Proposal 2
Atlas InsuranceTom Becker
$128,000
Sable BankLena Fischer
$74,500
Won 1
Helix PaymentsOmar Haddad
$68,000
| Task | Related to | Due | Priority |
|---|---|---|---|
| Send revised proposal | Atlas Insurance | Today | High |
| Follow-up call | Northwind Capital | Tomorrow | Medium |
| Share onboarding checklist | Helix Payments | Fri | Low |
| Update KYC documents | Sable Bank | Next Mon | Medium |