Sales dashboard
Pipeline, revenue and activity for the Northstar sales team.
$1.3M
8.4%Weighted $581.1K across 19 deals
3
2$149K closed this quarter
2
1$94K lost this quarter
60%
6 pts3 won of 5 closed
16
4 overdue, 4 due today
Revenue
Won revenue by month against target, last 12 months
September
$149K59%vs August
Today
4 activities logged across the team
Demo call completed
Walked Chloe and Arjun through the migration plan and a live demo of the pipeline board. They want the revised proposal to include data migration.
MCYou, 6 hours ago
Proposal sent
Plant analytics rollout: 3 phases, $86,000, 12-month term.
MCYou, 5 hours ago
Client viewed proposal
Jordan Hart opened the proposal 3 times and spent 4 minutes on the pricing page.
MCYou, 3 hours ago
Follow-up scheduledLatest
Pricing review booked for Thursday, Oct 1 at 2:00 PM with Jordan Hart and Marcus Lee.
MCYou, 1 hour ago
Revenue pipeline
Open deals by stage, total and weighted value
Team activity
Logged calls, emails, proposals and meetings per week
74 this week so far, 153 last week
- Calls
- Emails
- Proposals
- Meetings
Upcoming tasks
16 open, overdue first
- PN
Book discovery call with Lumen
4 days overdue - !DO
Follow up on MSA redlines
2 days overdue - !DO
Send contract to Meridian
1 day overdue - LW
Review Kestrel technical requirements
1 day overdue - !SM
Call Victor about legal review
Today - MC
Send revised proposal to Initech
Today
Lead sources
New leads by source, last 90 days
- Website14224%
- Outbound12020%
- Paid search9616%
- Webinar8815%
- Referral6411%
- Other9015%
Lead conversion
Leads, qualified and won by source, sorted by win rate
| Source | Funnel | Won |
|---|---|---|
| Referral64 → 41 → 16 | 25% | |
| Partner38 → 21 → 8 | 21% | |
| Website142 → 58 → 14 | 10% | |
| Events52 → 19 → 5 | 10% | |
| Webinar88 → 29 → 6 | 7% | |
| Outbound120 → 33 → 7 | 6% | |
| Paid search96 → 22 → 4 | 4% |