Monthly Revenue
$62.4k↑ 12.3% vs last monthActive Clients
24↑ 3 new this monthPipeline Value
$189k↑ 8.1% growthDeals in Progress
12↑ 2 closing soonRevenue Trend
+12.3%Leads by Channel
Active Deals
| Company | Value | Stage | Health | Owner |
|---|---|---|---|---|
| Meridian Hotels | $48,000 | Negotiation | healthy | Ben L. |
| CoastLine Resorts | $36,500 | Proposal | healthy | Ana R. |
| Summit Dining Co. | $22,000 | Discovery | warning | Carlos M. |
| Harbor Ventures | $67,200 | Closed Won | healthy | Ben L. |
| Pinnacle Tech | $15,800 | Stalled | error | Ana R. |
Recent Activity
New lead from Meridian Hotels assigned to Ben
2 min ago
Invoice #1042 paid — $12,400 from CoastLine Resorts
15 min ago
Proposal sent to Summit Dining Co.
1 hr ago
Meeting scheduled with Harbor Ventures — Mar 24
3 hrs ago
Deal stage updated: Pinnacle Tech → Stalled
5 hrs ago
