Dashboard
New Contacts
+24
+12% from last month
Deals Won
€45,231
+18% from last month
Pending Tasks
12
3 high priority tasks
Upcoming Meetings
7
Next meeting in 2 hours
New Contacts
New contacts added in the last 7 days
Deals Value
Total value of deals won over time
Sales Funnel
Conversion through sales stages
Recent Activities
Volume of interactions by type
Pending Tasks
Tasks that need your attention
| Task | Due Date | Priority | Associated With | Actions |
|---|---|---|---|---|
| Follow up with John Smith | 7/15/2023 | High | Acme Inc. | |
| Prepare proposal for Tech Solutions | 7/18/2023 | Medium | Tech Solutions | |
| Schedule demo with Innovate Corp | 7/20/2023 | High | Innovate Corp | |
| Update client database | 7/22/2023 | Low | Internal | |
| Send contract to Global Services | 7/25/2023 | Medium | Global Services |
Upcoming Meetings
Your scheduled appointments
Product Demo
7/15/2023, 2:00:00 PM
John Smith
Sarah Johnson
Contract Negotiation
7/16/2023, 10:30:00 AM
Michael Brown
Emily Davis
Quarterly Review
7/18/2023, 3:00:00 PM
David Wilson
Lisa Thompson
Recent Deals
Latest opportunities in your pipeline
| Deal Name | Company | Stage | Value | Expected Close Date |
|---|---|---|---|---|
| Enterprise Software Package | Acme Inc. | Negotiation | €75,000 | 8/15/2023 |
| Cloud Migration Services | Tech Solutions | Proposal | €45,000 | 9/1/2023 |
| Annual Support Contract | Innovate Corp | Won | €120,000 | 7/10/2023 |
| Security Audit | Global Services | Qualified | €28,000 | 9/15/2023 |