Dashboard

Sunday 5 April 2026

Active Pipeline

$116,150

12 deals in progress

Won This Month

No deals won yet

Lost This Month

No deals lost this month

Open Tasks

3

3 overdue

Weighted Pipeline

$50,128

Probability-adjusted

Expected This Month

$25,100

Deals closing this month

Proposals Out

4

Awaiting client decision

Overdue Tasks

3

Past due date

Pipeline by Stage

Lead Generated3 deals
$30,000
Discovery Call3 deals
$28,000
Proposal Sent2 deals
$13,000
Proposal Accepted2 deals
$34,500
Contract Sent2 deals
$10,650
Closed24 deals
$176,950

Lead Source Breakdown

Client Referral
16 deals$169,000
Existing Relationship
11 deals$51,500
Network Referral
3 deals$29,000
SEO / Organic
1 deal$600
Partner Referral
1 deal$6,000
Networking
1 deal$1,500
Other
1 deal$24,500
Directory
1 deal$3,000
Social Media
1 deal$8,000

Tasks — Today & Overdue

3

Overdue (3)

Follow UpYesterday
Entremission Web Design

Follow up on proposal. (Auto: +3 days)

Follow UpYesterday
Brand Guidelines

Follow up on proposal. (Auto: +3 days)

Follow UpYesterday
TDSG Dealership Marketing

Follow up on proposal. (Auto: +3 days)

Stalled Deals(14+ days no activity)

No stalled deals — pipeline is moving