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Overview

Your sales at a glance · Nov 5, 2026

Open pipeline

$786,200

+8.4%

Weighted forecast

$286,895

+5.1%

Won this month

$228,000

+6.0%

Win rate

70.0%

+3.2% pts

Revenue won

Closed-won value vs. target, last 12 months

Pipeline by stage

Open deals

  • Lead10 deals · $202.7K
  • Qualified10 deals · $260.3K
  • Proposal6 deals · $163.4K
  • Negotiation6 deals · $159.8K
View board

Upcoming tasks

All tasks
  • Prepare contract for Theo Tanaka

    Overdue · 4 days ago

    Low
  • Book QBR with Omar Patel

    Overdue · 3 days ago

    Low
  • Check in with Omar Larsen

    Overdue · 3 days ago

    Medium
  • Schedule demo for Leo Costa

    Overdue · Yesterday

    Medium
  • Send proposal to Leo Ivanova

    Today

    Medium

Recent activity

  • Omar Patel · Harbor Supply

    Competitor quote is 15% lower

    Today · Sana Iqbal

  • Elif Rossi · Swift Supply

    Left a voicemail, will try again Friday

    Today · Luca Ferri

  • Ava Tanaka · Juniper Logistics

    Left a voicemail, will try again Friday

    2 days ago · Luca Ferri

  • Nora Ivanova · Cedar Foods

    Budget is approved for Q1

    3 days ago · Mina Park

  • Ethan Garcia · Quiet Works

    Product demo with the ops team

    4 days ago · Mina Park

  • Theo Tanaka · Quiet Studio

    Walked through the security questions

    4 days ago · Mina Park

Lead sources

Where new contacts come from

  • Website44%
  • Referral27%
  • Event17%
  • Outbound13%

Team leaderboard

Closed-won value against monthly quota

RepDeals wonWon valueQuota
Mina Park
Account Executive
1$46,600
85%
Tom Becker
SDR
2$35,300
118%
Sana Iqbal
Account Executive
3$32,300
65%
Luca Ferri
Sales Lead
1$30,900
44%
Jordan Doe
Account Executive
0$0
0%