Opportunity Status
25
Total
Open23
Won1
Lost1
Stale3
Pipeline Value by Stage
$6.0K
New Lead
$7.0K
Outreach
$5.0K
Discovery Booked
$5.0K
Discovery Missed
$15K
Audit
$20K
Proposal
$50K
Active Retainer
Total pipeline · $108K
Conversion Rate
50%
Win Rate
Won1
Lost1
Won revenue
$5.0K
Stage Distribution
New Lead
$6.0K
Outreach
$7.0K
Discovery Booked
$5.0K
Discovery Missed
$5.0K
Audit
$15K
Proposal
$20K
Closed Won
—
Onboarding
—
Active Retainer
$50K
At Risk
—
Churned
—
MRR Trend
$50K
Current MRR
+$50K since Nov
NovDecJanFebMarAprMay
Stale Deals
10d
Trent Studio Ops Automation
Proposal
Grayson
8d
Ballard Medical Front-Office Agent
Proposal
Devon
7d
Farouk Wellness Full Stack
Audit
Devon
3 deals need attention
Rep Leaderboard
1
DA
Demo Admin
$55K
Pipeline value
2
DP
Devon Parker
$22K
Pipeline value
3
HD
Hunter Davis
$15K
Pipeline value
4
GM
Grayson Miller
$12K
Pipeline value
5
MR
Matthew Reyes
$4.0K
Pipeline value
Agent Jobs — Sales Director
✓
Pipeline Stale-Deal Sweep
Found 1 stale deal (Trent Studio, 8 days)
2d ago
✓
Lead Assignment — Rothman Tax
Assigned to Matthew (round-robin)
2d ago
○
Daily Rep Scorecard
Fires 4 PM ET weekdays
Scheduled