Dashboard
Q3 to date · updated 12 minutes ago
Key figures
Open pipeline
$1.24M
+8.2%vs last quarter
Closed won this quarter
$412K
+14.6%vs last quarter
Win rate
42.6%
−2.1 ptsvs last quarter
New contacts
126
+23.5%vs last month
Pipeline by stage
$1.24M open across 53 deals, earliest stage first.
- Qualified24 deals · $486K · 39%
- Proposal sent16 deals · $372K · 30%
- Negotiation9 deals · $268K · 22%
- Verbal commit4 deals · $118K · 9%
Open deals
The six largest deals still in play, biggest first.
| Company | Value | Stage | Owner | Closes |
|---|---|---|---|---|
Brightline Health Ana Delgado | $148,000 | Verbal commit | Dana Whitfield | Sep 5 |
Atlas Fabrication Wei Chen | $96,200 | Negotiation | Sara Lindqvist | Sep 22 |
Northwind Traders Priya Raman | $84,000 | Negotiation | Dana Whitfield | Sep 12 |
Helio Logistics Marcus Feng | $62,500 | Proposal sent | Tom Okafor | Sep 18 |
Meridian Foods Chloe Barnes | $57,750 | Proposal sent | Tom Okafor | Sep 29 |
Ravenscroft & Co. Julien Roy | $31,000 | Qualified | Sara Lindqvist | Oct 2 |
My tasks
4 still open.
Send revised pricing to Northwind Traders
Today, 4:00 PMHigh priorityChase the Helio Logistics security review
TodayCall Ana Delgado about contract redlines
Tomorrow, 9:30 AMHigh priorityWrite up notes from the Meridian Foods demo
YesterdayRenewal check-in with Ravenscroft & Co.
Friday
Recent activity
Across the team, newest first.
Dana Whitfield moved Brightline Health to Verbal commit
24m ago
Tom Okafor emailed Marcus Feng — “Re: security questionnaire”
1h ago
Sara Lindqvist logged a 32-minute call with Wei Chen
3h ago
Priya Raman accepted the Northwind Traders pricing review
Yesterday
Dana Whitfield added a note on Meridian Foods
Yesterday