Revenue pipeline
CRM Deal Room
Deal movement, account owners, revenue confidence, category mix, and scheduled follow-ups in a CRM-specific board.
+20%
Active Deal
$120,369
Open pipeline
+9%
Revenue Total
$234,210
Closed won
-4.5%
Closed Deals
874
Won this month
Statistics
Target you set for each month.
$212,142.12+23.2%
Avg. Yearly Profit
$30,321.23-12.3%
Avg. Yearly Loss
Estimated Revenue
June goals
$90Total
Marketing85%
$30,569.00
Sales55%
$20,486.00
Sales Category
CRM acquisition mix.
3.5KTotal
Affiliate Program48%
2,040 Products
Direct Buy33%
1,402 Products
Adsense19%
510 Products
Upcoming Schedule
Next customer meetings.
Wed, 11 Jan
09:20 AM
09:20 AM
Business Analytics Press
Insights and account prep + more
Fri, 15 Feb
10:35 AM
10:35 AM
Business Sprint
Insights and account prep + more
Thu, 18 Mar
1:15 AM
1:15 AM
Customer Review Meeting
Insights and account prep + more
Recent Deals
Accounts by product, close date, and status.
| Name | Category | Value | Date | Status |
|---|---|---|---|---|
 John Doe johndoe@gmail.com | Software License | $18,50.34 | 2026-06-15 | Complete |
 Jane Smith janesmith@gmail.com | Cloud Hosting | $12,99.00 | 2026-06-18 | Pending |
 Michael Brown michaelbrown@gmail.com | Web Domain | $9,50.00 | 2026-06-20 | Cancel |
 Robert Lee robertlee@gmail.com | Premium Support | $15,20.00 | 2026-06-30 | Complete |