Dashboard
Welcome back, Alex. Here is where your pipeline stands today.
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Open pipeline
$500,600
15 open · $222.1K weighted
Won this month
$63,700
3 deals
Win rate
70%
10 closed deals
Tasks due today
3
2 overdue
Pipeline by stage
Open boardClosing soon
- $48,000
- $41,000
- $22,000
- $12,900
- $36,500
Recent activity
Moved from Qualified to Lead
Alex Morgan · Helios Solar - Rooftop solar rollout
1h ago
Moved from Lead to Qualified
Alex Morgan · Helios Solar - Rooftop solar rollout
1h ago
Deal marked as won
Sophie Laurent · Helios Solar - Annual subscription
1d ago
Walked the team through a live demo; two follow-up questions on integrations.
Alex Morgan · Helios Solar - Rooftop solar rollout
4d ago
Deal created
Alex Morgan · Helios Solar - Rooftop solar rollout
8d ago
Deal marked as won
Alex Morgan · Northwind Logistics - Onboarding package
8d ago
Moved from Proposal to Negotiation
Sophie Laurent · Helios Solar - Annual subscription
8d ago
Discovery call: confirmed scope and timeline, budget approved in principle.
Priya Nair · Northwind Logistics - Fleet tracking licence
10d ago