Dashboard

Your business at a glance

New deal

Total deals

4 still open

Conversion rate

67%

2 won of 3 closed

Won revenue

$16,500

Deals marked won

Weighted forecast

$18,650

Open deal estimate

Recent deals

Your latest opportunities

View all

Onboarding videos

Priya Nair

$7,500

Won

Product launch campaign

Tomas Berg

$18,000

New Lead

Legal site copy

Daniel Okafor

$4,200

Lost

Packaging design

Sofia Marchetti

$6,500

New Lead

Quarterly retainer

Amira Haddad

$9,000

Won

Website rebuild

Priya Nair

$24,000

Proposal Sent

Deal	Contact	Stage	Value
OOnboarding videos	Priya Nair	Won	$7,500
PProduct launch campaign	Tomas Berg	New Lead	$18,000
LLegal site copy	Daniel Okafor	Lost	$4,200
PPackaging design	Sofia Marchetti	New Lead	$6,500
QQuarterly retainer	Amira Haddad	Won	$9,000
WWebsite rebuild	Priya Nair	Proposal Sent	$24,000

Pipeline by stage

Deals in each stage

New LeadProposal SentNegotiatingWonLost

Open pipeline value$60,500

Contacts

Manage

5people on your list

2 active contacts

Revenue overview

$35,150

Won revenue + weighted forecast