Sales Pipeline & Analytics
Visualize your sales process and track conversion metrics
Pipeline Value
$27.3M
+18% this quarter
Conversion Rate
10.9%
+2.3%
Avg Deal Size
$785K
+5.2%
Deals Closed (YTD)
32
+45% vs last year
Sales Pipeline Board
Drag and drop leads between stages to update their status
New Leads
12
Sophie Williams
$700K • First-time investor
Email
75
Daniel Martinez
$450K • Regional focus
Website
45
Contacted
10
David Roberts
$550K • Sydney suburbs
Social Media
68
Qualified
10
James Anderson
$750K • Brisbane growth
Website
85
Proposal
10
Emma Thompson
$950K • Cash flow focus
Referral
92
Closed Won
6
Michael Brown
$1.2M • Melbourne CBD
Website
95
Pipeline Performance Insights
New → Contacted
83%
Contacted → Qualified
67%
Qualified → Proposal
58%
Proposal → Closed
35%