Overview
New leads
656
Contacts
3.6k
Open deals
203
Meetings
60
Proposals
38
Booked
$883.6k
Pipeline
Deals by stage this quarter
Won vs. lost
Deals closed per month
WonLost
Top performers
Revenue booked
- 1
Jonah Ashford$99,136.73 - 2
Elena Larsen$91,643.20 - 3
Hana Haddad$76,405.86 - 4
Finn Duarte$66,791.17 - 5
Noah Quinn$58,043.53
Recent leads
- Warm
Aria Brennanaria.brennan@example.com - HotKai Ortegakai.ortega@example.com
- ColdLuna Novakluna.novak@example.com
- ColdTheo Satotheo.sato@example.com
- Cold
Mason Cartermason.carter@example.com
Schedule
October 2026
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Discovery call - Koraly Flow
16:00 - 16:30
Contract review
09:45 - 10:15
Deals closing soon
| Deal | Owner | Stage | Value | Close date | Probability |
|---|---|---|---|---|---|
Pixel Works Rental management | Ruby Delgado Finance Lead | Lost | $75,142.22 | Jan 14, 2027 | 19% |
Glowis Virtual tours |  Leo Okafor Data Analyst | Proposal | $84,671.04 | Nov 29, 2026 | 37% |
Atla Mortgage advice | Finn Ortega Marketing Lead | Won | $37,268.15 | Jan 8, 2027 | 33% |
Glow Works Legal support | Samir Mensah Support Specialist | Negotiation | $7,899.36 | Dec 8, 2026 | 59% |
Iris Mortgage advice | Mateo Kim Sales Executive | Negotiation | $43,060.95 | Nov 18, 2026 | 47% |