Pipeline & Deals

Track your sales funnel, monitor deal velocity, and close faster.

Pipeline Value

$842K

12 open deals

Won This Month

$184K

8 deals closed

Win Rate

42.8%

+3.2% vs last quarter

Deal Pipeline

Funnel progression from Lead to Closed Won

Lead18 deals
$320K
Qualified12 deals
$280K
Proposal8 deals
$195K
Negotiation5 deals
$142K
Closed Won3 deals
$84K

Total pipeline

46 deals

Avg. deal size

$22.2K

Lead-to-close

16.7%

Monthly Deal Flow
Won vs Lost deals over the past 6 months
Won
Lost
Top Deals
Highest-value opportunities in the pipeline
#1

Platform Enterprise License

Nexora Corp

$68,000
NegotiationMar 12
#2

Annual SaaS Bundle

Stratus Health

$52,500
ProposalMar 18
#3

API Integration Suite

Orion Analytics

$41,200
QualifiedMar 25
#4

Team Seats x120

Veridian Group

$36,000
ProposalApr 2
#5

Data Module Expansion

Cascade Systems

$28,400
NegotiationApr 8
Team Performance
Individual sales metrics this quarter
SC

Sarah Chen

14 deals won

$94,200
62%
ML

Marcus Lee

11 deals won

$78,600
55%
PN

Priya Nakamura

9 deals won

$61,400
48%
AR

Alex Rivera

8 deals won

$52,800
44%
JM

Jordan Mills

6 deals won

$38,200
38%
Recent Activities
Latest pipeline updates from your team

Sarah moved Acme Corp to Proposal

5m ago

Deal #284 marked as Won ($42K)

22m ago

Marcus completed discovery call with Orion

1h ago

Proposal sent to Veridian Group

2h ago

Follow-up email sent to Cascade Systems

3h ago

New lead qualified: Bloom Studios ($18K)

4h ago