CRM dashboard
Pipeline value, lead sources, deals and rep performance across the sales team.
Open pipeline value
$490,000.00
Win rate
28.4%
Average deal size
$24,500.00
New leads
340
Pipeline by stage
Open deal value, current quarter
Lead sources
New leads by channel, last 30 days
- Referral36%
- Organic search28%
- Outbound17%
- Paid ads12%
- Partner7%
Deals
Open and recently closed deals across the pipeline.
Enterprise rollout — Meridian Health
Meridian Health Group
- Contact
- Priya Nair
- Owner
- Elena Voss
- Stage
- Negotiation
- Value
- $84,000.00
- Close date
- Sep 18, 2026
Platform upgrade — Kestrel Logistics
Kestrel Logistics
- Contact
- Tom Fenwick
- Owner
- Marcus Reyes
- Stage
- Proposal
- Value
- $46,500.00
- Close date
- Sep 22, 2026
Multi-seat licence — Dovetail Studio
Dovetail Studio
- Contact
- Haruki Sato
- Owner
- Elena Voss
- Stage
- Qualified
- Value
- $18,200.00
- Close date
- Oct 2, 2026
Renewal expansion — Northbrook Retail
Northbrook Retail Co.
- Contact
- Grace Adeyemi
- Owner
- Priyanka Rao
- Stage
- Won
- Value
- $61,000.00
- Close date
- Aug 29, 2026
New logo — Silvergate Capital
Silvergate Capital
- Contact
- Owen Blackwood
- Owner
- Marcus Reyes
- Stage
- Proposal
- Value
- $39,900.00
- Close date
- Sep 25, 2026
Pilot conversion — Amberly Foods
Amberly Foods
- Contact
- Isabela Duarte
- Owner
- Priyanka Rao
- Stage
- Lead
- Value
- $12,800.00
- Close date
- Oct 14, 2026
Team plan — Cobalt Analytics
Cobalt Analytics
- Contact
- Daniel Whitfield
- Owner
- Elena Voss
- Stage
- Lost
- Value
- $15,400.00
- Close date
- Aug 20, 2026
Expansion — Pemberton Logistics
Pemberton Logistics
- Contact
- Ade Okonkwo
- Owner
- Sanne Bakker
- Stage
- Negotiation
- Value
- $52,700.00
- Close date
- Sep 19, 2026
15 row(s)
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Top reps
Quota attainment, current quarter
- $341K / $320K
Elena Voss
14 deals won
- $268K / $300K
Priyanka Rao
11 deals won
- $224K / $280K
Marcus Reyes
9 deals won
- $172K / $260K
Sanne Bakker
7 deals won