Dashboard
Revenue (This Month)
£107,000
vs last month
Pipeline Value
£596,000
across {kpis.activeDeals} deals
Conversion Rate
67%
won vs total closed
Tasks Due
1
1 overdue
Deal Won: Legal & General Platform Upgrade
Closed deal worth £45,000
Email sent to Charlotte Davies
Contract revision sent for review
Discovery call with Harry Walker
Initial requirements discussion for Sage deal
Call with William Hughes
Discussed technical requirements for proposal
New Deal: Barclays Analytics Add-on
Upsell opportunity created worth £35,000
Task completed: Update CRM data for Intercom
Added 3 new contacts from meeting notes
Follow up with Charlotte Davies
Due 02/12/2024
Prepare proposal for Rolls-Royce
Due 05/12/2024
Schedule discovery call with Sage
Due 03/12/2024
Send ROI presentation to Daniel Wright
Due 30/11/2024
Review ARM contract terms
Due 08/12/2024
Barclays Digital Platform
Barclays Capital
£125,000
negotiation
Rolls-Royce CRM Implementation
Rolls-Royce Holdings
£85,000
proposal
Tesco Enterprise Suite
Tesco Technology
£95,000
qualified
Sage Sales Analytics
Sage Group
£78,000
lead
ARM Enterprise License
ARM Holdings
£150,000
negotiation