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
- Bookings
- $2,550,080
- +25.6%vs $2,029,800
- Win rate
- 28.1%
- +1.9 ptsvs 26.2%
- Avg deal size
- $40,477
- -0.3%vs $40,596
- Sales cycle
- 53 days
- -7%vs 57 days
$2.8M83 deals in 5 stages
- Lead32% of value$893.5K27 deals
- Qualified23% of value$639K20 deals
- Discovery21% of value$579K16 deals
- Proposal12% of value$337.5K11 deals
- Negotiation12% of value$340K9 deals
| Month | Bookings |
|---|---|
| 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 |
- Step 1Leads1,027
- Step 2Qualified42141.0% of previous step606 dropped
- Step 3Proposal sent22453.2% of previous step197 dropped
- Step 4Won6328.1% of previous step161 droppedBiggest drop-off
$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%.
Today
Grace Kim moved Keystone Freight to Negotiation
Luis Romero won Orchard Foods · $11,200
Maya Patel sent a proposal to Meridian Bank
Aiko Tanaka booked a demo with Foxglove Studio
Jonas Weber lost Tidewater Logistics
Yesterday
Maya Patel qualified Silverline Energy
| Name | Stage | In stage | Over by | Owner |
|---|---|---|---|---|
| Granite SystemsMid-market · $54,000 | Lead | 9 days in stage, over the 7-day limit | 2 days | Grace Kim |
| Pinnacle ClinicsMid-market · $25,500 | Qualified | 12 days in stage, over the 10-day limit | 2 days | Grace Kim |
| Vantage SystemsSMB · $5,500 | Discovery | 16 days in stage, over the 14-day limit | 2 days | Aiko Tanaka |
| Willow HealthSMB · $9,000 | Discovery | 16 days in stage, over the 14-day limit | 2 days | Luis Romero |
| Zephyr RetailSMB · $6,000 | Discovery | 16 days in stage, over the 14-day limit | 2 days | Aiko Tanaka |
| Meridian SoftwareSMB · $7,500 | Proposal | 16 days in stage, over the 14-day limit | 2 days | Luis Romero |
| Kestrel HealthMid-market · $26,500 | Proposal | 15 days in stage, over the 14-day limit | 1 day | Jonas 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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