Dashboard

Welcome back — here is your pipeline overview

Pipeline Value

$284,500

Active deals

Active Projects

12

AI automations

Total Contacts

148

Leads & clients

Conversion Rate

24.6%

Closed won

Pipeline by Stage

Prospecting
8
Discovery
5
Proposal
6
Negotiation
3
Won
14
Lost
4

Recent Activity

Discovery call with Nexus Corp

call · 5/2/2026

Proposal sent to Vertex AI team

email · 5/2/2026

Onboarding session — DataFlow Inc

meeting · 5/1/2026

Follow-up required: budget approval

note · 4/30/2026

Send integration docs to Priya Patel

task · 4/29/2026

All activities →