Dashboardblocks
Dashboards

CRM

A full CRM dashboard built from Dashboardblocks, with sales stats, open pipeline, monthly bookings, lead conversion, a quarter forecast by rep, deal activity and stuck deals.

Sales overview

Jul 18 – Oct 15 vs Apr 19 – Jul 17

Sales performance
Jul 18 – Oct 15, compared with Apr 19 – Jul 17
Bookings
$2,590,587
+25%
vs $2,073,059
Win rate
28.6%
+2.3 pts
vs 26.3%
Avg deal size
$40,478
-0.4%
vs $40,648
Sales cycle
53 days
-7%
vs 57 days
Open pipeline

$2.8M83 deals in 5 stages

  1. Lead32% of value$893.5K27 deals
  2. Qualified23% of value$639K20 deals
  3. Discovery21% of value$579K16 deals
  4. Proposal12% of value$337.5K11 deals
  5. Negotiation12% of value$340K9 deals
Bookings
New business won, last 12 full months
+16.8%
$913,300in Sep, vs $781,900 in Aug
Bookings: New business won, last 12 full months
MonthBookings
Oct$335,100
Nov$331,500
Dec$396,700
Jan$488,900
Feb$437,100
Mar$533,600
Apr$655,500
May$604,300
Jun$707,600
Jul$859,000
Aug$781,900
Sep$913,300
Lead conversion
Jul 18 – Oct 15
6.2%finish every step
  1. Step 1
    Leads1,028
  2. Step 2
    Qualified421
    41.0% of previous step607 dropped
  3. Step 3
    Proposal sent224
    53.2% of previous step197 dropped
  4. Step 4
    Won64
    28.6% of previous step160 droppedBiggest drop-off
Quarter forecast
Q4 2026, day 15 of 92: closed plus open deals weighted by stage

$1.2Mof $3.2M team quota · 37%

  • Closed
  • Weighted open
  • Quota
  • Luis Romero$82.5K of $180K

    Closed $30K · Weighted $52.5KShort $97.5K

  • Aiko Tanaka$68.7K of $175K

    Closed $24K · Weighted $44.7KShort $106.3K

  • Jonas Weber$206K of $460K

    Closed $56K · Weighted $150KShort $254.1K

  • Grace Kim$160.8K of $470K

    Closed $69K · Weighted $91.8KShort $309.2K

  • Maya Patel$672.1K of $1.9M

    Closed $334K · Weighted $338.1KShort $1.2M

Weighted at Lead 5%, Qualified 10%, Discovery 25%, Proposal 50%, Negotiation 75%.

Deal activity
Latest changes to deals

Today

  1. Grace Kim moved Keystone Freight to Negotiation

  2. Luis Romero won Orchard Foods · $11,200

  3. Maya Patel sent a proposal to Meridian Bank

  4. Aiko Tanaka booked a demo with Foxglove Studio

  5. Jonas Weber lost Tidewater Logistics

Yesterday

  1. Maya Patel qualified Silverline Energy

Stuck deals
7 of 83 open deals over their expected time in stage
Stuck deals
NameStageIn stageOver byOwner
Granite SystemsMid-market · $54,000Lead9 days in stage, over the 7-day limit2 daysGrace Kim
Pinnacle ClinicsMid-market · $25,500Qualified12 days in stage, over the 10-day limit2 daysGrace Kim
Vantage SystemsSMB · $5,500Discovery16 days in stage, over the 14-day limit2 daysAiko Tanaka
Willow HealthSMB · $9,000Discovery16 days in stage, over the 14-day limit2 daysLuis Romero
Zephyr RetailSMB · $6,000Discovery16 days in stage, over the 14-day limit2 daysAiko Tanaka
Meridian SoftwareSMB · $7,500Proposal16 days in stage, over the 14-day limit2 daysLuis Romero
Kestrel HealthMid-market · $26,500Proposal15 days in stage, over the 14-day limit1 dayJonas Weber

Blocks used

Each block installs on its own. Open one to see its code and variants.

Dashboard Header primitives

dashboard-header

Stat Group: With Sparklines

stat-group-02

Pipeline: Stage Summary

pipeline-02

Chart Panel: Highlighted Bar

chart-panel-04

Funnel: Steps

funnel-03

Pipeline: Weighted Forecast

pipeline-04

Activity Feed: Recent Activity

activity-feed-01

Pipeline: Stuck Items

pipeline-03

States: Refresh

block-state

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A full web analytics dashboard built from Dashboardblocks, with traffic tabs, visitors right now, a traffic flow, top pages, countries and browsers.

DevOps

A full DevOps dashboard built from Dashboardblocks, with live throughput, delivery performance, response time percentiles, open alerts, uptime, build health and recent deployments.