MRR
$92.4K
Increased by +9.5%
Pipeline
$2.4M
Increased by +14%
Deals won
74
Increased by +8%
Conversion
5.97%
Increased by +0.4%
Activities
318
Increased by +22%
Tasks due
12
Decreased by -3 urgent
Leads added
148
Increased by +31%
Churn rate
1.8%
Decreased by -0.3%
Monthly recurring revenue
$92,400
+9.5%
This year
Last year

Top deals

Company Stage Value Probability Owner
Skyline Retail
Hannah Cruz
Negotiation $48,000
80% Complete
80%
OB
CloudBase Inc
David Park
Proposal $32,500
60% Complete
60%
ML
NovaBuild Co
Priya Sharma
Qualified $27,000
45% Complete
45%
SR
MetroPay Ltd
Tom Ellis
Proposal $21,800
55% Complete
55%
JO
Greenridge Partners
Amy Tan
Negotiation $18,400
70% Complete
70%
OB
Orion Logistics
Ben Okafor
Qualified $14,200
35% Complete
35%
LM

Pipeline funnel
This quarter

Leads
100% Complete
1240
$2.4M
Qualified
75% Complete
680
$1.6M
Proposal
52% Complete
310
$940K
Negotiation
34% Complete
148
$580K
Closed won
18% Complete
74
$312K
Conversion rate
5.97%

Recent activity

Olivia Bennett moved Skyline Retail to Negotiation
4 min ago
Marcus Lee added note to CloudBase opportunity
22 min ago
Sara Mitchell completed task: Schedule NovaBuild demo
1 hour ago
Churn alert triggered for Orion Logistics account
2 hours ago
James Okonkwo created proposal for MetroPay renewal
Yesterday

Tasks due

3

Team leaderboard

Q2 - May 1, 2026
1
Olivia Bennett
92% Complete
$148K
18 deals - 92%
2
Marcus Lee
78% Complete
$124K
15 deals - 78%
3
Sara Mitchell
65% Complete
$98K
12 deals - 65%
4
James Okonkwo
54% Complete
$82K
10 deals - 54%
5
Lena Muller
40% Complete
$61K
8 deals - 40%

Churn risk

5 accounts
Orion Logistics
Last contact: 18 days ago
High
$24K
Summit Media
Last contact: 22 days ago
High
$18K
BluePeak Tech
Last contact: 12 days ago
Medium
$31K
Greenridge Partners
Last contact: 8 days ago
Low
$12K
MetroPay Ltd
Last contact: 5 days ago
Medium
$24K