CRM Dashboard
Monitor customers, deals pipeline, sales performance, and revenue growth.
Total Customers
8,247
+6.8%Active Deals
342
+14.2%Win Rate
28.4%
+2.1%Avg Deal Size
$12,840
+8.6%Sales Pipeline
Deals progressing through each stage of the funnel
$1.82M
Total value
$1.24M
Total value
$0.82M
Total value
$0.49M
Total value
$0.36M
Total value
Lead Sources
Where qualified leads come from
34%
Referral
26%
Website
18%
Cold Outreach
14%
Social
8%
Events
Customer Growth
New customers vs churned (12 months)
Sales Rep Leaderboard
Top performers this quarter — ranked by closed-won revenue
| Rank | Representative | Deals Won | Revenue | Win Rate | Quota Attainment |
|---|---|---|---|---|---|
| 1 | SCSarah Chen | 28 | $384.2K | 34.2% | 92% |
| 2 | MWMarcus Webb | 24 | $312.8K | 31.8% | 78% |
| 3 | PPPriya Patel | 22 | $286.4K | 30.1% | 84% |
| 4 | JOJames O'Connor | 19 | $248.6K | 28.6% | 71% |
| 5 | ERElena Rodriguez | 17 | $214.2K | 27.4% | 65% |
| 6 | DKDavid Kim | 14 | $182.4K | 25.8% | 58% |
Quarterly Target Progress
Pipeline Metrics
$4.82M
Pipeline Value
42 days
Avg Sales Cycle
$24,840
Customer LTV
62
NPS Score
Upcoming Activities
Today and tomorrow's schedule
Follow-up call with Acme Corp
Today, 2:30 PM
Send proposal to Globex Inc
Today, 4:00 PM
Demo session with Initech
Tomorrow, 10:00 AM
Quarterly review with Stark
Tomorrow, 3:00 PM