Customer Intelligence & CRM Dashboard

Monitor every prospect, weighted pipeline value, and follow-up queue—even when you’re away from the quote calculator.

Pipeline Pulse

Key Metrics at a Glance

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Active Deals
Count WHERE stage NOT IN ("Closed Won", "Closed Lost")
Number of sales opportunities currently being worked on.
 Active Deals0
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Pipeline Value
Sum(value) WHERE stage NOT IN ("Closed Won", "Closed Lost")
Total potential revenue from all active deals in the pipeline.
 Pipeline Value$0
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Weighted Forecast
Sum(value × stage_probability)
Probability-adjusted pipeline: Prospect 10%, Qualified 25%, Proposal 50%, Negotiation 75%.
 Weighted Forecast$0
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Next Touches (7d)
Count WHERE nextDate BETWEEN today AND today+7
Number of scheduled follow-ups in the next 7 days.
 Next Touches (7d)0
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Closed Won
Count WHERE stage = "Closed Won"
Total number of deals successfully closed (all time).
 Closed Won0
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Closed Lost
Count WHERE stage = "Closed Lost"
Total number of deals that were lost (all time).
 Closed Lost0
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Avg Deal Size
Sum(value) / Count for all Closed Won deals
Average revenue per won deal across all time.
 Avg Deal Size$0
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Win Rate
(Closed Won / (Closed Won + Closed Lost)) × 100%
Percentage of closed deals that were won. Higher is better.
 Win Rate0%
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Total Revenue
Sum(value) WHERE stage = "Closed Won"
All-time revenue from won deals.
 Total Revenue$0
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This Month Won
Count WHERE stage = "Closed Won" AND month(updatedAt) = current_month
Number of deals won this calendar month.
 This Month Won0
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Avg Days in Pipeline
Avg(today - createdAt) for all active deals
Average age of deals currently in pipeline. High values may indicate stalled deals.
 Avg Days in Pipeline0
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Conversion Rate
(Closed Won / Total Records) × 100%
Overall conversion from lead to customer across all deals.
 Conversion Rate0%

Stage Mix

Pipeline Distribution

Live Sync

Upcoming Actions

Follow-Up Queue

Next 30 Days

Referral Program

Referral Tracker

Active

Customer Records

Full Relationship Log

Click any customer to view details. Use "Load in Calculator" to open a customer's saved quote settings.

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