CRM Dashboard
Pipeline velocity, deal health and revenue forecast for the Helios Pro sales team.
Pipeline Value
$1.84M
42 open deals
+8.2%vs last month
Closed This Month
$412,800
9 deals won
+22.4%vs last month
New Leads
284
62 from inbound
+14.6%vs last month
Avg. Win Score
68.4
weighted by deal size
+3.1vs last month
Sales Pipeline Funnel
Deals by stage (count)
5 stages
Lead Score
Average quality of inbound leads
Healthy
Hot
42
Warm
118
Cold
124
Deals by Stage
Pipeline inventory
7 deals
| Company | Owner | Stage | Value↕ | Probability |
|---|---|---|---|---|
| Northwind Labs | ASAarav Sharma | Negotiation | $48,200 | |
| Atlas Robotics | PPPriya Patel | Proposal | $92,400 | |
| Lumen Health | DCDaniel Chen | Qualified | $28,900 | |
| Vertex Mobility | SMSofia Mendes | Closed Won | $154,000 | |
| Polaris Foods | LWLiam Walsh | Negotiation | $67,800 | |
| Quanta Energy | EREmma Reyes | Proposal | $112,500 |
Showing 1–6 of 7
Recent Activity
Team actions
Live
- AS
Aarav Sharma moved deal Northwind Labs → Negotiation
12 min ago - SM
Sofia Mendes closed won Vertex Mobility $154k
1 hr ago - PP
Priya Patel sent proposal to Atlas Robotics
3 hr ago - DC
Daniel Chen added new lead Lumen Health
5 hr ago - LW
Liam Walsh scheduled call with Polaris Foods
Yesterday
Top Sales Reps
Performance vs. quarterly target
SM#1
Sofia Mendes
8 deals closed
$154k92% of target
AS
Aarav Sharma
11 deals closed
$128k84% of target
PP
Priya Patel
9 deals closed
$96k71% of target
LW
Liam Walsh
6 deals closed
$74k58% of target