BUSINESS AT A GLANCE
CRM overview
Everything that matters, working together in one workspace.
Total pipeline value
$103,900
12.8%
vs. previous period
Customers
1,284
8.2%
vs. previous period
Qualified
248
16.4%
vs. previous period
Conversion rate
28.4%
2.1%
vs. previous period
Revenue performance
Revenue and expenses across the selected period.
$186,800
Revenue
Expenses
View chart data
| Date | Total revenue | Expenses |
|---|---|---|
| 1 | $8,200 | $4,400 |
| 3 | $11,800 | $6,800 |
| 5 | $9,600 | $6,000 |
| 7 | $14,800 | $8,000 |
| 9 | $12,600 | $7,300 |
| 11 | $17,200 | $10,700 |
| 13 | $15,100 | $8,200 |
| 15 | $18,700 | $10,800 |
| 17 | $16,300 | $10,100 |
| 19 | $21,400 | $11,600 |
| 21 | $18,500 | $10,700 |
| 23 | $22,600 | $14,000 |
Monthly revenue goal
78%
Completion
You are ahead of last month. Keep the momentum.
Revenue
$186,800
Target
$240,000
Contact directory
Good relationships start with knowing your people.
| Name | Company | Amount | Status |
|---|---|---|---|
|
Alex Morgan
|
North Studio | $12,400 | Active |
|
Sara Wilson
|
Forma Labs | $8,200 | Active |
|
Omar Hassan
|
Lume Co. | $4,600 | Active |
|
Lina Davis
|
Evergreen | $21,500 | Active |
Quick actions
-
Sara completed the brand exploration
12 minutes ago -
Omar added a new project milestone
24 minutes ago -
Lina uploaded the final design files
36 minutes ago