Sales dashboard

Track revenue, pipeline movement, and high-priority accounts from one focused operating view.

Total Revenue

$8,432,600

12.50%vs last month

Open Pipeline

$21,400,000

8.20%weighted forecast

Win Rate

38.4%

2.10%rolling 30 days

Active Accounts

1.3K

6.80%net new logos

Sales Insights

Current month sales

$45,200

+12% vs last month

Total revenueOnlineRetailAffiliate

Live insights

Accounts likely to move this month.

Northstar Labs

Mira Chen

Negotiation

DL-1048$128,000

Atlas BioSystems

Sam Rivera

Proposal

DL-1047$94,000

Keystone Health

Jules Malik

Qualified

DL-1046$76,000

Signal Retail

Tara Singh

Closed

DL-1045$182,000

New Deal Won
Deal DL-1045 for $182,000 closed by Tara Singh.
Today
02:25 pm
Pipeline Stage Updated
Atlas BioSystems advanced from Qualified to Proposal.
Yesterday
10:45 am
Quarterly Forecast Generated
FC-2026-Q2 forecast covering Apr 1, 2026 – Jun 30, 2026 by John Smith.
May 1
12:18 pm
New Lead Assigned
Michael Johnson assigned to Keystone Health as account owner.
Apr 24
11:56 am
Discount Approved
Signal Retail contract discount changed from 5% to 8%.
Apr 23
04:48 pm