销售报表
Pipeline & performance
Open pipeline
42 active deals
$1,284,500
↑ 12% vs last month
Closed this month
17 deals won
$284,300
86% of $330k target
Win rate
Last 90 days
31.2%
↑ 4.8pp · improving
Avg deal size
All-plan blended
$16,724
↑ 8% · upsell driven
Quarterly target
$284k of $1M goal
Orders & AOV
Bar with secondary-axis line
Pipeline by stage
Q1 2026 · 42 deals · $1.28M
Lead$420k · 18 deals
Qualified$310k · 12 deals
Proposal$220k · 7 deals
Negotiation$148k · 5 deals
Closed won$284k · 17 deals
Lead sources
412
leads
Inbound 40%
Outbound 20%
Referral 15%
Partners 12%
Events 13%
Quota attainment
Q1 reps
Sarah K. · Senior AE112%
Michael R. · AE97%
Diego R. · AE78%
Yuki T. · BDR56%
Lina P. · BDR42%
Activity by rep
Calls · emails · meetings · demos · trials · closed
Top reps
Leaderboard| Rep | Deals | Revenue | Quota |
|---|---|---|---|
SK Sarah K. | 14 | $84,200 | 112% |
MR Michael R. | 11 | $72,800 | 97% |
DR Diego R. | 9 | $58,400 | 78% |
YT Yuki T. | 7 | $42,100 | 56% |
LP Lina P. | 5 | $28,400 | 42% |
Won this week
+$93,800
- $$24,500 — Acme Corp · Pro plan, 50 seats2 hours ago · Sarah K.
- $$8,900 — Globex Inc · Business · annualYesterday · Michael R.
- $$48,000 — Stark Ind. · Enterprise · 3-year2 days ago · Sarah K.
- $$12,400 — Tyrell Corp · Pro · annual3 days ago · Diego R.
Deals at risk
stalled 14+ days
| Deal | Stage | Value | Last touch |
|---|---|---|---|
Initech Sarah K. |
Proposal | $32,000 | 22 days |
Soylent Corp Michael R. |
Proposal | $18,500 | 18 days |
Wonka Industries Diego R. |
Negotiation | $54,200 | 15 days |
Cyberdyne Yuki T. |
Qualified | $9,200 | 14 days |
Lost reasons
Q1 — 12 deals
Price too high5 · $148k
No decision3 · $62k
Chose competitor2 · $84k
Timing1 · $24k
Other1 · $9k