Wednesday, July 15, 2026
Good morning, Jordan ✦
Here's what's happening across your customer relationships.
Last 30 days⌄
↗ 12.8%
Total contacts
1,284vs. 1,138 last period↗ 8.4%
Pipeline value
$284,620vs. $262,500 last period↗ 4.2%
Deals won
24vs. 23 last period↘ 2.1%
Win rate
68.4%vs. 66.3% last periodPipeline overview
Track your opportunities by stage
$100k$75k$50k$25k$0
Jun 16Jun 23Jun 30Jul 7Jul 15
Prospecting $42,800
Proposal $86,420
Negotiation $155,400
Recent activity
Stay up to date with your team
MS→
Maya Singh moved Acme redesign to Proposal
TK→
Tom Kim added a note to Northstar Labs
ER→
Emily Rose closed Brightline Co.
AO→
Alex Ortiz created a new contact
Priority contacts
People who need your attention today
| Contact | Company | Last touch | Owner | Status | |
|---|---|---|---|---|---|
LMLisa Martinez[email protected] | Verve Systems | Today, 9:42 AM | Jordan Davis | Follow up | ••• |
NBNoah Bennett[email protected] | Northstar Labs | Yesterday | Maya Singh | Engaged | ••• |
SCSofia Chen[email protected] | Brightline Co. | Jul 12, 2026 | Jordan Davis | New lead | ••• |