CRM

Contacts, deals, and activity

Total Contacts

1,284

+12% vs last month

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Total Contacts 6mo trend ↩
Oct
Nov
Dec
Jan
Feb
Mar
Active Deals

47

+5% vs last month

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Active Deals 6mo trend ↩
Oct
Nov
Dec
Jan
Feb
Mar
Pipeline Value

$284,500

+18% vs last month

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Pipeline Value 6mo trend ↩
Oct
Nov
Dec
Jan
Feb
Mar
Closed This Month

9

-2 vs last month

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Closed This Month 6mo trend ↩
Oct
Nov
Dec
Jan
Feb
Mar

Monthly Sales

Online vs In-Store

Jan
Feb
Mar
Apr
May
Jun

Sales Breakdown

Monthly detail view

MonthOnlineIn-StoreTotal
Jan$150$120$270
Feb$220$180$400
Mar$180$200$380
Apr$250$210$460
May$190$150$340
Jun$300$280$580

Q4 Goals

Progress towards quarterly targets

Revenue target 78%
New customers 61%
Support tickets resolved 94%
Product launches 50%
Team utilization 83%
NameStatusActions
SC

Sarah Connor

customer
JM

John Martinez

prospect
LK

Laura Kim

lead
TR

Tom Reed

customer
AK

Andras Kovacs

prospect
MP

Maya Patel

lead
CW

Chris Walker

churned
ER

Elena Rossi

customer
DC

David Chen

prospect
FG

Fiona Grant

lead

Activity Feed

Elena Rossi 2m ago

Deal closed – $9,300

Tom Reed 14m ago

Moved to Negotiation

Sarah Connor 32m ago

Added a note

David Chen 1h ago

Sent follow-up email

John Martinez 2h ago

Call – 12 min

Fiona Grant 3h ago

Contact created

Laura Kim 5h ago

Marked as starred

Andras Kovacs Yesterday

Moved to Proposal Sent

Maya Patel Yesterday

Intro email sent

Chris Walker 2d ago

Marked as Churned