Dashboard

Welcome back! Here's what's happening with your business.

Total Revenue

$815,000

+20.1%

Active Contacts

2,847

+12.5%

Open Deals

48

+8.2%

Win Rate

68.5%

-2.1%

Revenue Overview

$815,000 total (104% of target)

Recent Activity

AT

Alex Thompson closed a deal worth $485,000

2 hours ago

MG

Maria Garcia added 12 new contacts from Healthcare Conference

4 hours ago

DK

David Kim sent invoice #INV-2024-0089

5 hours ago

SC

Sarah Chen completed task Q1 Marketing Campaign

Yesterday

JW

James Wilson left a note on Enterprise Platform License

Yesterday

Sales Pipeline

Lead1,250
Qualified910
Proposal695
Negotiation485
Closed Won172

Top Performers

#NameRevenueChange
1
ATAlex Thompson
$485,000
+24%
2
MGMaria Garcia
$380,000
+18%
3
DKDavid Kim
$295,000
+12%
4
SCSarah Chen
$180,000
-5%
5
JWJames Wilson
$125,000
0%

Upcoming Tasks

high

Review contract terms with Morrison & Associates

683 days overdueLegal Document Management
AT
high

Follow up with MedTech Solutions on proposal

682 days overdueHealthcare Analytics Suite
MG
medium

Update API documentation

681 days overdue
DK
low

Prepare monthly team report

680 days overdue
AT
high

Create Q1 marketing campaign

677 days overdue
MG

Command Palette

Search for pages, contacts, deals, or perform quick actions