Overview
Simulated data
New leads
34
+11% · last 30 days
Qualified
19
56% qualification rate
Appointments
12
3 this week
Close rate
27%
+4 pts · rolling quarter
Pipeline value trend
Open pipeline today: $122,400
Today
Call Bill Rourke about proposal feedback
Today 2:00pmSend capability deck to Fairbank Legal
Today 4:30pmFollow up: Northgate Fitness (no reply, 4d)
Tomorrow
Highest-scoring open leads
| Company | Score | Value | Stage |
|---|---|---|---|
| Harbor Point Dental | 92 | $18,500 | Negotiation |
| Tri-State HVAC | 78 | $26,400 | Proposal |
| Lark & Co. Interiors | 64 | $12,200 | Qualified |
| Fairbank Legal | 88 | $34,000 | Proposal |