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Welcome back, Jordan

You're tracking 16 open deals worth $1.7M this quarter

Pipeline is up +18% vs last quarter. 3 deals need attention.

Total Revenue

Q2 2025 · vs Q1

$2.4M
+12.5%vs last period
Pipeline Value

147 open deals

$4.8M
+18.2%vs last period
Win Rate

Last 90 days

62.4%
+3.2%vs last period
New Leads

This month

892
+18.3%vs last period

Revenue Trend

+12.5%

Monthly performance vs target

Revenue
Target

Pipeline Stages

147 deals

Distribution by stage

Lead
89245%
$892k in stage
Qualified
55628%
$556k in stage
Discovery
35718%
$357k in stage
Proposal
1799%
$179k in stage
Negotiation
874%
$245k in stage
Total Pipeline$4.8M

Recent Deals

Latest pipeline activity

Sarah Chen

Enterprise Platform — Annual

Acme Corporation · Sarah Chen

$125k

Negotiation
Sarah Chen

Analytics Add-On

Acme Corporation · Sarah Chen

$48k

Proposal
Emily Davis

Manufacturing Suite Q3

GlobalTech Industries · Emily Davis

$245k

Negotiation
Mike Johnson

Healthcare Compliance Pack

Innovate Labs · Mike Johnson

$89k

Proposal
James Wilson

Data Platform Renewal

DataStream Analytics · James Wilson

$92k

Discovery
Lisa Park

Finance Automation Pilot

NextGen Solutions · Lisa Park

$38k

Qualified
View all deals

Top Performers

This month's leaders

Sarah Chen
1

Sarah Chen

24 deals closed

$488k

+15%

Mike Johnson
2

Mike Johnson

19 deals closed

$356k

+8%

Emily Davis
3

Emily Davis

17 deals closed

$313k

+12%

James Wilson

James Wilson

15 deals closed

$289k

-5%

Lisa Park

Lisa Park

14 deals closed

$267k

+9%

Activity Feed

Real-time updates

📞

Discovery call with John Smith

Discussed platform fit and integration timeline. Strong interest in Q3 deployment.

Sarah Chen · 2h ago

📅

QBR with GlobalTech leadership

Presented Q2 results and roadmap. CFO requested updated pricing for multi-year renewal.

Emily Davis · 4h ago

✉️

Sent revised proposal to Vertex

Updated SOW with revised pricing terms and added SLA appendix.

Marcus Bell · 5h ago

✓

Follow up on DataStream renewal

Schedule renewal QBR before contract expiry.

James Wilson · 6h ago

🔄

Deal moved to Negotiation

Pulse Health Systems moved from Proposal to Negotiation stage.

Emily Davis · 7h ago

AI Insight

Acme renewal at risk

Champion engagement dropped 32% in last 14 days. Recommend executive intervention.

At Risk

3 deals stalled in Negotiation

Average age 14+ days. Consider re-engagement or revised pricing.

Opportunity

$580k expansion potential

3 enterprise accounts show expansion signals based on usage patterns.

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