Sales Pipeline

End-to-end visibility from lead to close · $1.84M in active pipeline

7.4%

$1.84M

Pipeline Value

5.1%

$680K

Weighted Forecast

2.3%

18.4%

Conversion Rate

1.6%

$28.7K

Avg. Deal Size

0.9d

18.4d

Avg. Deal Aging

Watch

9 deals

Stalled 14d+

Sales Funnel

6.7% end-to-end

Leads 1,842

65% advance

Contacted 1,204

52% advance

Qualified 628

51% advance

Proposal 318

62% advance

Negotiation 198

63% advance

Won 124

Biggest Drop-off

Contacted → Qualified

Lead-to-Win

6.7%

vs. Last Quarter

+1.2 pts

Stage Velocity

Avg. days in stage

Contacted

3.2 days

Qualified

4.8 days

Proposal

7.8 days

Negotiation

2.6 days

Revenue by Stage

Proposal

$512K

Negotiation

$338K

Won

$412K

Pipeline by Owner

View team

Wei Chen

$518K · 32% win rate

Marco Diaz

$412K · 26% win rate

Priya Sharma

$286K · 21% win rate

Emily Watson

$249K · 19% win rate

Pipeline Activity Heatmap

Less More

Darker cells indicate higher deal activity per day, Mon–Sun

Top Lost Reasons

Budget constraints38%

Chose competitor27%

No response19%

Feature gap16%

Deals lost this quarter

42 deals

Deals Needing Attention

View all deals

Dune Analytics – Trial License

Stalled 21 days in Proposal

Ridgeline Co – Pilot Program

No activity in 16 days

Harbor Freight – Trial Signup

Probability dropped 10% → 5%

Upcoming Follow-ups

View calendar

Call · Renee Foster

Today, 3:00 PM

Demo · Vantage Retail

Tomorrow, 10:30 AM

Send proposal · Solace Health

Jul 22, EOD