Insight Dashboard
Total Revenue
$45,231.89
+20.1% from last month
New Leads
+235
+180.1% from last month
Active Deals
57
+19% from last month
Conversion Rate
24.5%
+4% from last month
Sales Overview
Total sales by month for the current year.
Loading chart...
Pipeline Distribution
Number of deals in each stage.
Action AI
Get an AI-powered recommendation for your next best action.
Recent Activities
A log of your most recent customer interactions.
Meeting with Alice Johnson
Discussed project scope and timeline.
Call with Bob Williams
Initial discovery call, seems interested.
Email with Diana Miller
Sent follow-up email with pricing details.
Note with Charlie Brown
Added note about their budget constraints.
Call with Alice Johnson
Quick call to confirm next steps.