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 10 – Oct 7 vs Apr 11 – Jul 9

Sales performance
Jul 10 – Oct 7, compared with Apr 11 – Jul 9
Bookings
$2,550,080
+25.6%
vs $2,029,800
Win rate
28.1%
+1.9 pts
vs 26.2%
Avg deal size
$40,477
-0.3%
vs $40,596
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
+13.7%
$942,300in Sep, vs $829,000 in Aug
Bookings: New business won, last 12 full months
MonthBookings
Oct$364,200
Nov$333,600
Dec$406,300
Jan$504,100
Feb$443,500
Mar$550,100
Apr$655,100
May$628,300
Jun$731,400
Jul$838,600
Aug$829,000
Sep$942,300
Lead conversion
Jul 10 – Oct 7
6.1%finish every step
  1. Step 1
    Leads1,027
  2. Step 2
    Qualified421
    41.0% of previous step606 dropped
  3. Step 3
    Proposal sent224
    53.2% of previous step197 dropped
  4. Step 4
    Won63
    28.1% of previous step161 droppedBiggest drop-off
Quarter forecast
Q4 2026, day 7 of 92: closed plus open deals weighted by stage

$922.1Kof $3.2M team quota · 29%

  • Closed
  • Weighted open
  • Quota
  • Luis Romero$65.5K of $180K

    Closed $13K · Weighted $52.5KShort $114.5K

  • Aiko Tanaka$54.7K of $175K

    Closed $10K · Weighted $44.7KShort $120.3K

  • Jonas Weber$174K of $460K

    Closed $24K · Weighted $150KShort $286.1K

  • Grace Kim$121.8K of $470K

    Closed $30K · Weighted $91.8KShort $348.2K

  • Maya Patel$506.1K of $1.9M

    Closed $168K · Weighted $338.1KShort $1.4M

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.