JD

Pipeline Overview

Welcome back, Jaden. Here's your sales summary.

+12%
0
Total Leads
+8%
0
Active Deals
+2
0
Closed Won
+18%
$0
Pipeline Value

Pipeline Stages

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New
$78,000
3 deals
Contacted
$60,000
2 deals
Qualified
$67,000
2 deals
Proposal
$113,000
2 deals
Closed Won
$92,000
2 deals
Closed Lost
$60,000
1 deals

Revenue Trend

$0

+35% from last quarter

Oct
Nov
Dec
Jan
Feb
Mar
Apr

Recent Leads

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SM
Sarah Mitchell
BrightEdge Marketing
Qualified
JR
James Rodriguez
Pinnacle Technologies
Proposal
EC
Emily Chen
Nova Health Co.
New
MT
Michael Torres
Coastal Realty Group
Contacted
LP
Lisa Patel
GreenLight Finance
Closed Won

Upcoming Tasks

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Send follow-up proposal to James Rodriguez
Due: Apr 8
high
Schedule demo call with Rachel Foster
Due: Apr 8
high
Send intro email to Emily Chen
Due: Apr 9
medium
Send welcome email to Daniel Ortega
Due: Apr 9
medium
Quarterly check-in with Lisa Patel
Due: Apr 10
low

Recent Activity

Sarah Mitchell moved to Qualified

2 hours ago

New lead: Daniel Ortega from Apex Auto

5 hours ago

James Rodriguez — proposal updated

Yesterday

Lisa Patel — onboarding completed

2 days ago

Karen Wright added from LinkedIn

3 days ago

Andrew Walsh demo completed

5 days ago

Rachel Foster responded to outreach

1 week ago

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