Sales CRM

Sales Dashboard

Pipeline health, recent deals, and team activity at a glance.
+12.4%
$248,300
Pipeline Value
across 34 open deals
+8.1%
$62,150
Closed Won (MTD)
11 deals signed this month
-2.3%
$5,650
Avg. Deal Size
trailing 90 days
+4.0%
38%
Win Rate
29 of 76 closed deals

Pipeline by Stage

54 open deals · $248,300 weighted
Prospecting 18
$74,200
Qualified 12
$61,500
Proposal Sent 8
$52,400
Negotiation 5
$38,050
Closed Won 11
$62,150

Rep Leaderboard

Closed won, quarter to date
JB
Jordan Blake
Senior Account Exec
$84,200
RC
Riley Chen
Account Exec
$61,750
AN
Avery Nunez
Partnerships
$48,900
MP
Morgan Patel
Account Exec
$37,400
SW
Sam Whitfield
SDR
$21,050

Recent Deals

Most recently updated opportunities
Deal Owner Value Stage Close
SI
Indy Corporate Kickball — Fall League
Salesforce Indy
Jordan Blake $18,400 Negotiation Sep 12, 2026
MS
Midwest Sports — Winter Volleyball Buyout
Midwest Sports Indy
Riley Chen $12,900 Proposal Sent Sep 04, 2026
SS
Speakeasy Soccer — Spring Sponsorship
Speakeasy Soccer
Avery Nunez $9,750 Qualified Sep 22, 2026
EL
Downtown Softball — Team Store Program
Eli Lilly Rec Club
Morgan Patel $7,300 Closed Won Aug 15, 2026
FP
Fishers Parks — Weekly Tournament Series
Fishers Parks & Rec
Sam Whitfield $5,100 Prospecting Oct 01, 2026

My Tasks

4 open
Send revised pricing to Salesforce Indy
Today
Follow up on Midwest Sports proposal
Tomorrow
Schedule venue walkthrough — Fishers
Aug 22
Quarterly check-in: Eli Lilly Rec Club
Aug 27

Recent Activity

Everything logged across the team
Deal marked Closed Won 2 hours ago
Morgan Patel closed Downtown Softball — Team Store Program for $7,300.
Proposal sent 5 hours ago
Riley Chen sent the Winter Volleyball Buyout proposal to Midwest Sports Indy.
Discovery call logged Yesterday
Avery Nunez logged a 32-minute call with Speakeasy Soccer.
New contact added Yesterday
Sam Whitfield added 4 contacts from the Fishers Parks & Rec account.
Deal going stale 2 days ago
Indy Corporate Kickball has had no activity in 9 days.