Dashboard

Wednesday, May 20, 2026 — Good morning, Jordan

Last updated: 9:00 AM

Total Pipeline Value

$2,847,500

+12.4%vs last month
+3 this week

Deals at Risk

7

No activity in 7+ days

+2.1%

Win Rate

34.7%

Last 90 days

-1.4%

Lead Conversion

18.3%

Leads → Deals

-3 days

Avg Deal Cycle

28d

Faster than last quarter

5 overdue

Follow-ups Due Today

14

Across all reps

Pipeline by Stage

Deal value and count per stage

Lead Conversion Trend

Weekly conversion rate

Top Deals by Value

View pipeline →
DealStageValueProb.

Meridian Corp ERP Rollout

Sarah Okonkwo

Negotiation$185,00075%

NovaTech Cloud Migration

Priya Sharma

Proposal$142,00055%

Pinnacle Retail Suite

Marcus Chen

Qualified$98,50040%

Axiom Financial API

Diego Reyes

Proposal$76,00060%

Solaris HR Platform

Emily Nakamura

Negotiation$65,00080%

BlueStar Logistics

Kwame Asante

Qualified$54,00035%

Recent Activity

Today

Call logged with Sarah Okonkwo

Meridian Corp — 25 min

8:42 AM

JM

Proposal sent to NovaTech

Priya Sharma — $142,000

8:15 AM

AL

Note added on BlueStar Logistics

Deal aging — 18 days

Yesterday

RK

New lead: Vertex Systems

Source: LinkedIn — Score 82

Yesterday

JM

Deal closed — Helios Analytics

$48,000 — Closed Won

May 19

AL

Follow-up scheduled with Diego Reyes

Axiom Financial — May 22

May 19

RK