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CRM

Leads, deals and the sales team's work this quarter.

New LeadsThis month
326
14.2% vs last month
Open DealsPipeline value
$1.28M
7.9% 94 deals
Win RateThis quarter
31.6%
1.8% vs last quarter
Revenue WonThis month
$186,400
12.5% 74% of target
Revenue vs Target
Revenue Target
$1.94M
Won in 2026 · target $2.4M
$20,650
Avg. deal size
JanFebMarAprMayJun JulAugSepOctNovDec
Sales Pipeline94 open deals
Qualification · 31$318,000
Needs analysis · 24$286,500
Proposal · 19$342,200
Negotiation · 12$221,800
Contract sent · 8$111,500
Recent Deals All Deals
Deal Owner Value Stage Close date
Website redesign
Altyn Logistics
TM
Thomas Müller
 $48,000 Negotiation 28/10/2026
Online store setup
Nordhaus Interiors
JF
Julia Fischer
 $72,500 Proposal 12/11/2026
Annual hosting & support
Medina Clinic
PJ
Pieter Janssen
 $18,900 Won 14/10/2026
Multilingual CMS migration
Tian Shan Tours
CM
Camille Martin
 $36,200 Needs analysis 30/11/2026
SEO retainer
Brightway Legal
LO
Liam O’Connor
 $9,600 Lost 10/10/2026
Lead SourcesThis quarter
812 Leads
Website forms30938%
Referrals21126%
Events17121%
Cold outreach12115%
Top Sales RepsWon this quarter
JF
Julia Fischer$412k
TM
Thomas Müller$356k
PJ
Pieter Janssen$298k
CM
Camille Martin$241k
Upcoming TasksAll Tasks
Call Altyn Logistics
Pricing follow-up
Today
Send proposal
Nordhaus Interiors
Tomorrow
Discovery meeting
Tian Shan Tours
20 Oct
Renewal reminder
Medina Clinic
22 Oct
Recent Activity
PJ
Pieter Janssen won the deal “Annual hosting & support”.
35 min ago
JF
Julia Fischer moved “Online store setup” to Proposal.
2 hours ago
CM
Camille Martin added 4 new leads from the website.
4 hours ago
LO
Liam O’Connor marked “SEO retainer” as lost.
Yesterday