CRM & Sales

Active leads

156

Open opportunities

42

Win rate

34%

AI score avg

78

Lead management

LeadCompanySourceAI scoreOwnerStatus
Jordan LeeVertex LabsWebinar92A. ChenQualifiedProfile
Sam RiveraPacific RetailReferral74M. OkonkwoContactedConvert
Elena VossNordic SystemsOutbound61A. ChenNewLog activity

Opportunity pipeline

Prospect · $420K

Global Freight Co$95K · 20%
Details

Proposal · $680K

Acme Corp expansion$84K · 60%
Likely win

Negotiation · $310K

Metro Health$120K · 75%

Closed won · $1.2M

Sunrise Media$45K
Report

Deal forecasting

Weighted pipeline by close quarter.

Q2 commit: $890K · Best case: $1.1M

Drill-down report

Sales analytics

Conversion by stage, rep performance, product mix.

$184K
Avg deal size
18d
Sales cycle
AI recommendations

Customer profiles

Acme Corp

Enterprise · ARR $240K · CSM: Lee

Timeline

Vertex Labs

Mid-market · Trial · Owner: Chen

Support history

Metro Health

Enterprise · Negotiation · 3 contacts

Field visits

Activity timeline

Demo scheduled with Vertex Labs

Proposal sent — Metro Health

Call logged — Pacific Retail (follow-up in 3 days)