CRM
Sales pipeline
1,248 leads to 72 won deals · Q4 2026 to date
Prospecting
1,248 leads
Qualified
612 deals
Proposal
284 deals
Negotiation
138 deals
Won
72 deals
Lead to win
5.8%0.9%
Win rate
52.2%4.1%
Avg. deal size
$7,1176.3%
Sales cycle
34 days3 days
New leads
1,248
14.6%vs last month
Open deals
1,034
8.2%vs last month
Deals won
72
11.4%vs last month
Won revenue
$512.4k
18.9%vs last month
Deals
Open and recently closed · sorted by close date
| Owner | Stage | Close date | Probability | ||
|---|---|---|---|---|---|
Annual platform licence Northwind Traders | Sofia Lindqvist Enterprise | Negotiation | $84,000 | Oct 24 | 80% |
Fleet analytics rollout Orbit Logistics | Marcus Bell Mid-market | Proposal | $56,500 | Nov 6 | 60% |
Support plan upgrade Casa Verde | Aiko Tanaka SMB | Won | $18,200 | Oct 12 | 100% |
Multi-site onboarding Kumasi Health | Omar Haddad Enterprise | Qualified | $42,750 | Nov 20 | 35% |
Data warehouse add-on Lumen Studio | Grace Mwangi Mid-market | Negotiation | $27,900 | Oct 30 | 75% |
Pilot expansion Ruta Foods | Sofia Lindqvist Enterprise | Lost | $12,400 | Oct 9 | 0% |
Lead sources
1,248 leads this quarter
- Website47438%
- Referrals30024%
- LinkedIn22518%
- Events15012%
- Cold outreach998%
Top sales reps
Won revenue vs quarterly quota
Sofia Lindqvist
18 deals won
Quota95%
$142,600
Marcus Bell
15 deals won
Quota84%
$118,300
Aiko Tanaka
14 deals won
Quota78%
$104,900
Omar Haddad
13 deals won
Quota66%
$82,400
Grace Mwangi
12 deals won
Quota58%
$64,200
Upcoming activities
Today · Wednesday, Oct 14
Discovery call · Kumasi Health
Call · Omar Haddad
Contract review · Northwind Traders
Meeting · Sofia Lindqvist
Send revised proposal to Orbit
Email · Marcus Bell
Product demo · Lumen Studio
Demo · Grace Mwangi
Update Q4 forecast for review
Task · Maya Okafor
Q4 forecast
Live$1.38M
projected of $1.86M quota
74% of quota78 days left
Committed
$512.4k
72 won deals
Best case
$942k
138 in negotiation