Total Contacts
47
+3 this week
Active Pipeline
$124,500
12 open deals
Follow-Ups Due
8
3 overdue
Closed This Month
$18,200
4 deals closed
Pipeline by Stage
Lead18 contacts · $45,000
Contacted12 contacts · $38,000
Proposal Sent8 contacts · $28,500
Negotiating5 contacts · $13,000
Closed Won4 contacts · $18,200
Recent Activity
New contact added: Sarah Mitchell — TechStart Solutions
2 hours ago
Follow-up completed: Marcus Johnson — Proposal discussed
4 hours ago
Deal closed: Rivera Consulting — $4,200
Yesterday
Email sent: Proposal to Green Valley Bakery
Yesterday
New lead from website: Jennifer Wu — E-commerce
2 days ago
Proposal sent: DataFlow Analytics — $8,500
2 days ago
Onboarding complete: Bloom Marketing Group
3 days ago
Follow-up due: Robert Chen — No response in 7 days
3 days ago
Upcoming Follow-Ups
Marcus Johnson
DataFlow Analytics
Jennifer Wu
StyleHaus Boutique
Sarah Mitchell
TechStart Solutions
Robert Chen
Chen Properties
Amanda Torres
Bloom Marketing
Top Deals in Progress
DataFlow Analytics
Marcus Johnson
TechStart Solutions
Sarah Mitchell
Rivera Consulting
Michael Rivera
Green Valley Bakery
Lisa Thompson
Chen Properties
Robert Chen
All Contacts (47)
| Name & Company | Status | Actions |
|---|
No contacts found
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Deal Pipeline — $124,500 Total
Follow-Up Manager
| Priority | Contact & Company | Due Date | Actions |
|---|
No follow-ups to show
Great job staying on top of things!
Revenue This Month
$18,200
New Contacts
12
Deals Closed
4
Avg Deal Size
$4,550