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Total Leads

1,234

↑ 12% from last month

Conversion Rate

24.8%

↑ 3.2% from last month

Pipeline Value

$845.4K

↓ 8.1% from last month

Active Deals

286

↑ 4.3% from last month

Pipeline Progress

45%
Lead In
Meeting
Proposal
Closed

Recent Leads

Name Company Stage Value Status
JD
John Doe
john@example.com
Acme Inc
Meeting
$25,000
Active

Lead Management

Contact Company Stage Value Last Contact Tags Actions
JD
John Doe
john@example.com
Acme Corp
Technology
Qualified $50,000
2 days ago
via Email
Enterprise Priority
SS
Sarah Smith
sarah@tech.com
Tech Solutions
Software
Proposal $75,000
Today
via Call
Hot Lead

Sales Pipeline

Lead In

4
JD
John Doe
$25,000
Acme Corporation
New Lead

Contact Made

3
SS
Sarah Smith
$42,000
Tech Solutions
Meeting Set

Proposal

2
RJ
Robert Johnson
$78,000
Global Industries
Proposal Sent

Negotiation

1
ML
Mary Lee
56,000
Innovation Corp
Final Stage

Calendar

Sun
Mon
Tue
Wed
Thu
Fri
Sat
30
31
1
9:00 AM - Meeting with John
2
2:00 PM - Product Demo
3
4
11:00 AM - Client Call
5
6
7
3:30 PM - Team Review

Reports

Performance Overview

Total Leads 245
Conversion Rate 24.5%
Average Deal Size $42,000

Pipeline Summary

Total Value $2.4M
Win Rate 68%
Active Deals 156

Activity Metrics

Meetings 48
Emails Sent 892
Follow-ups 234

Detailed Report

Date Lead Stage Value Status
2023-11-01
John Doe
Acme Inc
Proposal $45,000 Active

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JD

John Doe

Sales Manager

john@example.com
+1 (555) 123-4567
San Francisco, CA

Performance Overview

Total Sales
$245,000
↑ 12% from last month
Conversion Rate
68%
↑ 4% from last month
Active Leads
48
↑ 8% from last month

Recent Activity

Added new lead

Tech Solutions Inc. - $75,000

2 hours ago

Closed deal

Acme Corporation - 25,000

Yesterday