CRM

  1. Dashboards
  2. CRM
Campaign Sent

9

Annual Profit

$18k

Lead Coversation

9%

Daily Average Income

$54

Annual Deals

99

Sales Forecast

Oct 2021 Nov 2021 Dec 2021 Jan 2022
Goal
Pending Forcast
Revenue
$37k$37k$27.75k$27.75k$18.5k$18.5k$9.25k$9.25k$0k$0k371218Total Forecasted Value

Deal Type

Today Weekly Monthly Yearly
Pending
Loss
Won
2016201720182019202020211209060300

Balance Overview

Today Last Week Last Month Current Year

  • $584k Revenue

  • $497kExpenses

  • 3.6%Profit Ratio

Revenue
Expenses
$260k$260k$208k$208k$156k$156k$104k$104k$52k$52k$0k$0kJanJanFebFebMarMarAprAprMayMayJunJunJulJulAugAugSepSepOctOctNovNovDecDec

Deals Status

Today Last Week Last Month Current Year
Name Last Contacted Sales Representative Status Deal Value
Absternet LLC Sep 20, 2021 Donald Risher Deal Won
$100.1K
Raitech Soft Sep 23, 2021 Sofia Cunha Intro Call
$150K
William PVT Sep 27, 2021 Luis Rocha Stuck
$78.18K
Loiusee LLP Sep 30, 2021 Vitoria Rodrigues Deal Won
$180K
Apple Inc. Sep 30, 2021 Vitoria Rodrigues New Lead
$78.9K

My Tasks

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  • 15 Sep, 2021

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Upcoming Activities

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Closing Deals

Deal Name Sales Rep Amount Close Date
Acme Inc Install Donald Risher $96k Today
Save lots Stores Jansh Brown $55.7k 30 Dec 2021
William PVT Ayaan Hudda $102k 25 Nov 2021
Raitech Soft Julia William $89.5k 20 Sep 2021
Absternet LLC Vitoria Rodrigues $89.5k 20 Sep 2021
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