Dashboard

New Lead

03 Opportunity

03 Proposal

03 Proposal Review

03 Closed Won

03 Closed Lost

03 Sales Funnel - Yearly

Qualified Leads

500

Oppurtunity

300

Proposal

200

Closed Won

100

Closed Lost

Revenue

Target

Actual

	Target ($)	Actual ($)
Q1	118,000	118,000
Q2	118,000	-
Q3	118,000	-
Q4	118,000	-

Active Project Pipeline

08

View Info

Nurture

04

View Info

Closed Won

06

View Info

Closed Lost

04

View Info

Appointments

Previous Next

11 Apr 2021 - Wed

09:30am to 11:30am

Requirement Analaysis with New Client

09:30am to 11:30am

Daily Standup Call with Team

09:30am to 11:30am

Project Demo with Accubuild Client

09:30am to 11:30am

Requirement Analaysis with New Client

09:30am to 11:30am

Daily Standup Call with Team

09:30am to 11:30am

Project Demo with Accubuild Client

09:30am to 11:30am

Requirement Analaysis with New Client

09:30am to 11:30am

Daily Standup Call with Team

09:30am to 11:30am

Project Demo with Accubuild Client

09:30am to 11:30am

Requirement Analaysis with New Client

09:30am to 11:30am

Daily Standup Call with Team

09:30am to 11:30am

Project Demo with Accubuild Client

09:30am to 11:30am

Project Demo with Accubuild Client

12 Apr 2021 - Thu

09:30am to 11:30am

Requirement Analaysis with New Client

09:30am to 11:30am

Daily Standup Call with Team

09:30am to 11:30am

Project Demo with Accubuild Client

09:30am to 11:30am

Project Demo with Accubuild Client

13 Apr 2021 - Fri

09:30am to 11:30am

Requirement Analaysis with New Client

09:30am to 11:30am

Daily Standup Call with Team

09:30am to 11:30am

Project Demo with Accubuild Client

09:30am to 11:30am

Project Demo with Accubuild Client

Opportunities Conversion

Oppurtunity Lost Won

Prospects Conversion Ratio

10 : 5

Total No. of Prospects

200

Total No. of Accounts 150

Appointments

View All

11 Apr 2021 - Wed

09:30am to 11:30am

Requirement Analaysis with New Client

09:30am to 11:30am

Daily Standup Call with Team

09:30am to 11:30am

Project Demo with Accubuild Client

09:30am to 11:30am

Project Demo with Accubuild Client

12 Apr 2021 - Thu

09:30am to 11:30am

Requirement Analaysis with New Client

09:30am to 11:30am

Daily Standup Call with Team

09:30am to 11:30am

Project Demo with Accubuild Client

09:30am to 11:30am

Project Demo with Accubuild Client

13 Apr 2021 - Fri

08:30am to 11:30am

Requirement Analaysis with New Client

09:30am to 11:30am

Daily Standup Call with Team

09:30am to 11:30am

Project Demo with Accubuild Client

09:30am to 11:30am

Project Demo with Accubuild Client

To-Do's

View All

Send Proposal to client with new quote
Add Calendar page, source and credit...
Send Proposal to client with new quote
Requirement Analaysis with New Client
Send Proposal to client with new quote

Opportunities

500

Lead to Opportunity Ratio

Revenue $ 60000.00

Proposals

400

Deal to Proposal Ratio

Revenue $ 60000.00

Deals

300

Prospect to Deal Ratio

Revenue $ 60000.00

Average Sales Turnaround Time

Opportunities

Proposals

Deals

5 Days

6 Days

Company / Opportunity	Contact	Sales Rep	Lead Source	Data Sourced	Deal Size	Forecast	Last Touched	Est. Close Date
Kelli's	Curt Treece	Evan Beck	Cold Calling	11-Apr	Best Case	100,000	-	-
Next Step : : Wrapping up project now and needing SOW for backlog
Kelli's	Curt Treece	Evan Beck	Cold Calling	11-Apr	Best Case	100,000	-	-
Next Step : : Wrapping up project now and needing SOW for backlog
Kelli's	Curt Treece	Evan Beck	Cold Calling	11-Apr	Best Case	100,000	-	-
Next Step : : Wrapping up project now and needing SOW for backlog

Company / Opportunity

Contact

Sales Rep

Lead Source

Data Sourced

Deal Size

Forecast

Last Touched

Est. Close Date

Kelli's	Curt Treece	Evan Beck	Cold Calling	11-Apr	Best Case	100,000	-	-
Next Step : : Wrapping up project now and needing SOW for backlog

Kelli's	Curt Treece	Evan Beck	Cold Calling	11-Apr	Best Case	100,000	-	-
Next Step : : Wrapping up project now and needing SOW for backlog

Company / Opportunity	Contact	Sales Rep	Lead Source	Data Sourced	Deal Size	Forecast	Last Touched	Est. Close Date
R2Logistics	Robyn Hyra	Evan Beck	Cold Calling	11-Apr	186,000	Nurture	-	-
Next Step : : Wrapping up project now and needing SOW for backlog
Goldfish Medical	Thomas Hanley	Evan Beck	Cold Calling	11-Apr	100,000	Nurture	-	-
Next Step : : Wrapping up project now and needing SOW for backlog
American Gypsum	Chad Childre	Evan Beck	Cold Calling	11-Apr	147,000	Nurture	-	-
Next Step : : Wrapping up project now and needing SOW for backlog

Company / Opportunity	Contact	Sales Rep	Lead Source	Data Sourced	Deal Size	Status	Closed Date
Paradigm Senior	Ganjun	Evan Beck	Linkedin	15-Jan	30,000	Gut	-
Next Step : : Wrapping up project now and needing SOW for backlog
Concession Team	Kaymon Farmer	Evan Beck	Linkedin	15-Jan	30,000	Gut	-
Next Step : : Wrapping up project now and needing SOW for backlog
Prosper AI	Ganjun	Evan Beck	Linkedin	15-Jan	30,000	Gut	-
Next Step : : Wrapping up project now and needing SOW for backlog

Company / Opportunity	Contact	Sales Rep	Lead Source	Data Sourced	Deal Size	Status	Closed Date
Paradigm Senior	Ganjun	Evan Beck	Linkedin	15-Jan	30,000	closed Won	-
Next Step : : Wrapping up project now and needing SOW for backlog
Concession Team	Kaymon Farmer	Evan Beck	Linkedin	15-Jan	30,000	Best Case	-
Next Step : : Wrapping up project now and needing SOW for backlog
Prosper AI	Ganjun	Evan Beck	Linkedin	15-Jan	30,000	Closed won	-
Next Step : : Wrapping up project now and needing SOW for backlog

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Dashboard

New Lead

Opportunity

Proposal

Proposal Review

Closed Won

Closed Lost

Sales Funnel - Yearly

Revenue

Target

Actual

08

04

06

04

Appointments

11 Apr 2021 - Wed

12 Apr 2021 - Thu

13 Apr 2021 - Fri

Opportunities Conversion

Prospects Conversion Ratio

10 : 5

Appointments

11 Apr 2021 - Wed

12 Apr 2021 - Thu

13 Apr 2021 - Fri

To-Do's

Opportunities

500

Proposals

400

Deals

300

Average Sales Turnaround Time

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