CRM
Pipeline health, forecast and team performance.
Pipeline value
$2,840,500
Won this month
$612,300
Win rate
31.4%
Avg. sales cycle
38 days
Revenue forecast
Closed revenue and the forecast for the next quarter.
Pipeline by stage
Open value at each stage.
Qualified$1.1M
Proposal$784K
Negotiation$512.5K
Contract sent$424K
Won$612.3K
Top open deals
Largest deals expected to close this quarter.
| Company | Stage | Owner | Close date | Value |
|---|---|---|---|---|
Bluefin Labs | Negotiation | Jane Cooper | Nov 4, 2026 | $184,000 |
Solaris Agency | Contract sent | Omar Haddad | Oct 28, 2026 | $96,500 |
Kestrel Mobility | Proposal | Lucía Romero | Nov 19, 2026 | $72,800 |
Harbor & Tide | Won | Mei Lin | Oct 15, 2026 | $64,200 |
Team quota
Attainment this quarter.
- Jane Cooper92%
- Omar Haddad81%
- Lucía Romero74%
- Mei Lin58%
Leads by source
New leads in the last 90 days.
Upcoming activities
Calls, proposals and signatures this week.
Demo call with Bluefin Labs
Security review and SSO walkthrough.
Send proposal to Kestrel Mobility
Fleet add-on, 3-year term.
Contract signature, Solaris Agency