Total Leads / Contacts
2,350
+5% this monthNew Leads
34/210
Today / This WeekConversion Rate
18.7%
+1.2% this weekCustomer Retention
92%
Last 30 daysOpen / Closed Deals
14/56
This MonthAverage Deal Size
$3,750
This MonthRevenue Generated
$120,500
This QuarterUpcoming Meetings
4/12
Today / This WeekTop Sales Rep
Alex Johnson
32 Deals ClosedSales Target vs Achievement
$80K / $100K
80% AchievedCustomer Satisfaction
96%
CSAT ScoreTickets Resolved
128
This MonthMonthly Revenue
Monthly Expenses
Sales
| Rep | Region | Deals Closed | Revenue | Conversion Rate | Status |
|---|---|---|---|---|---|
Alex Johnson
|
North America | 32 | $45,000 | 21.3% | Top Performer |
Beth Chang
|
Europe | 27 | $38,200 | 18.9% | Achieved |
Tyrone Rich
|
Asia | 24 | $31,750 | 16.2% | On Track |
Rachelle Vincent
|
Australia | 19 | $25,600 | 12.7% | Needs Attention |
Wilson Bell
|
South America | 15 | $18,900 | 10.4% | Developing |
Leads Source
-
Website120
-
Facebook Ads85
-
Google Ads67
-
Email Campaign54
-
Referrals39
-
Cold Calls22
Project Updates
-
UI OverhaulCRM dashboard redesign is 80% complete. Final review scheduled for tomorrow.Today at 09:00 AM · 20 minutes ago
-
API IntegrationThird-party service integration completed. Testing phase ongoing.Today at 08:45 AM · 35 minutes ago
-
Mobile AppUpdate released to beta users. Awaiting feedback.Today at 08:30 AM · 50 minutes ago
-
DocumentationDraft for new features ready for team review.Today at 08:10 AM · 1 hour ago
Discussions
-
Beth Chang"Can we update the sales pipeline for Q3? The current stages seem outdated and may not reflect our new process."Today at 09:18 AM · 2 minutes ago -
Tyrone Rich"Client feedback received for mobile app. They suggested improvements to the onboarding flow and UI consistency."Today at 09:10 AM · 10 minutes ago -
Rachelle Vincent"Scheduled meeting with marketing team to discuss Q3 campaign strategies and lead generation goals."Today at 08:50 AM · 30 minutes ago -
Wilson Bell"Proposal sent to new lead. Awaiting feedback on pricing and implementation timeline."Today at 08:20 AM · 1 hour ago