CRM

Lead

3.120
12.45%
vs previous 14 days

Prospect

1.118
5.2%
vs previous 14 days

Opportunity

708
6.4%
vs previous 14 days

Deal Won

580
4.6%
vs previous 14 days
Lead vs Opportunity
Daily Task List
Upcoming Meeting
May 15

Project Kick-off Meeting

14:30 PM - 15:00 PM
Via Zoom
May 16

Marketing Strategy Workshop

2:00 PM - 4:00 PM
In-person
May 18

Monthly Team Sync

10:00 AM - 11:30 AM
Via Zoom
May 20

Design Review Session

10:00 AM - 11:30 AM
In-person
May 24

Design Review Session 2

10:00 AM - 11:30 AM
In-person
Pipeline
Leads 3,1k
Qualification 2,2k
Prospect 1,1k
Opportunity 708
Won 580
Won vs Lost Deals
Won
79,3% 28,480$
Lost
20,7% 7,448$
Email Statistics
Sent
Sceduling
Cancel
Client Name Stage Contact Revenue Action
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Michael Jones
Sales Manager
Prospect Potential
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Sarah Miller
Marketing Director
Customer $50,000
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David Lee
Freelancer
Opportunity $15,000 (pending)
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Emily Williams
CEO
Advocate $200,000 (yearly)
avatar
William Johnson
Investor
Lead Potential
avatar
Jennifer Brown
Software Engineer
Qualification Potential
avatar
Charles Garcia
Marketing Director
Customer $25,000
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Matthew Davis
Product Manager
Opportunity $10,000 (pending)