Good morning, Jordan ๐Ÿ‘‹

Here's what's happening with your sales today.

Period: Q1 2025
โ†‘ 18.2%
$0

Total Revenue

โ†‘ 7.4%
0

Active Deals

โ†‘ 3.1%
0.0%

Win Rate

โ†“ 2.3%
$0

Avg Deal Size

Revenue Overview

Monthly performance vs target

Revenue
Target
JulAugSepOctNovDecJanFebMarAprMayJun

AI Insights

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4 new
High-value deal at risk

Nexus Labs ($125K) hasn't had contact in 8 days. Recommend immediate follow-up to prevent churn.

Win rate improving

Your Q1 win rate is up 3.1% vs Q4. Enterprise deals are closing 40% faster than last quarter.

Upsell opportunity

Acme Corp recently expanded their team by 30%. Consider reaching out about the Enterprise plan.

Q1 forecast on track

Based on current pipeline velocity, you're projected to hit 94% of your $3M quarterly target.

Sales Pipeline

70 active deals ยท $2.85M total value

Full view
Prospecting
28 deals
$340K
Qualified
19 deals
$520K
Proposal
12 deals
$680K
Negotiation
7 deals
$890K
Closed Won
4 deals
$417K

Activity Feed

View all
SK

Sarah K. closed deal with Acme Corp $48,000

2m ago

MR

Mike R. scheduled demo with TechFlow Inc

15m ago

LT

Lisa T. sent proposal to Nexus Labs $125,000

1h ago

JW

James W. added contact at Orbit Systems

2h ago

EP

Emma P. closed deal with DataSync Co $32,500

3h ago

CM

Chris M. added note on Vertex AI

5h ago

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