Dashboard

Total Revenue

$124,563

12% from last month

New Deals

24

8% from last month

Active Clients

156

3% from last month

Tasks Completed

87%

Sales Performance

Sales chart visualization

Recent Activities

New contract signed with ABC Corp

2 hours ago

Deal closed with XYZ Ltd for $25,000

5 hours ago

Follow up needed with Tech Solutions

Yesterday

Meeting scheduled with Global Inc

Yesterday

Deal lost with Modern Tech

2 days ago

Deals Pipeline

Prospecting 12 deals
Qualification 8 deals
Proposal 5 deals
Negotiation 3 deals
Closed Won 7 deals

Recent Opportunities

Name Amount Stage Close Date
Tech Solutions Inc
IT Services
 $45,000 Qualification Jun 15, 2023
Retail Plus
Retail
 $32,500 Proposal Jun 22, 2023
MediCare Group
Healthcare
 $68,000 Negotiation Jun 30, 2023

Upcoming Tasks

Follow up with Tech Solutions

High

Discuss proposal details and address concerns

Due: Tomorrow, 10:00 AM

Send contract to Retail Plus

Medium

Finalize terms and send for review

Due: Today, 3:00 PM

Prepare Q2 sales report

Low

Compile data and analyze trends

Due: Friday, EOD

Schedule demo with MediCare

High

Coordinate with product team

Due: Tomorrow, EOD