CRM Dashboard
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Dashboard - -
- Overview
2,456
Increase by +180 this month
184
Increase by +24 this month
$128,500
Increase by +12% this month
32
8 overdue need attention
Revenue Overview
Monthly revenue & expenses$128,500
12%$42,300
3%CRM Statistics
%68
342
$12.8k
Deal Pipeline
- Qualified: 28 deals
- Proposal: 22 deals
- Negotiation: 18 deals
- Won: 12 deals
- Lost: 6 deals
Recent Deals
View All| Deal Name | Company | Value | Stage | Status |
|---|---|---|---|---|
Enterprise LicenseSoftware |
Acme Corp | $45,000 | Negotiation | In Progress |
Cloud MigrationServices |
TechStart Inc. | $78,500 | Proposal | Won |
API IntegrationDevelopment |
GlobalTech Ltd. | $32,000 | Qualified | In Progress |
Security AuditConsulting |
SafeNet Solutions | $18,750 | Won | Completed |
Brand RedesignDesign |
Creative Co. | $22,000 | Lost | Lost |
Upcoming Tasks
View All| Task | Due Date | Priority | Progress |
|---|---|---|---|
| Follow up with Acme Corp | Mar 18, 2026 | High |
|
| Send proposal to TechStart | Mar 20, 2026 | Medium |
|
| Schedule demo for GlobalTech | Mar 22, 2026 | Low |
|
| Update CRM integrations | Mar 25, 2026 | High |
|
| Prepare quarterly report | Mar 28, 2026 | Medium |
|
Recent Activity
View AllDeal Closed
10 min agoCloud Migration deal with TechStart Inc. was closed for $78,500
New Lead Created
1 hour agoSarah Johnson from Creative Co. was added as a new lead
Proposal Sent
3 hours agoProposal for API Integration sent to GlobalTech Ltd. — $32,000
Call Scheduled
5 hours agoDiscovery call scheduled with SafeNet Solutions for tomorrow at 2:00 PM
Email Sent
YesterdayFollow-up email sent to Acme Corp regarding Enterprise License renewal