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SalesPro

Sales Overview

Total Sales
24,563.00
12.5% vs last month
Monthly Target
50,000.00
83% achieved
Active Deals
246
8.3% vs last month
Win Rate
68.5%
2.1% vs last month

Sales Performance

Revenue Metrics

Monthly Revenue

$52,345

+15.3% vs last month

Annual Revenue

$642,845

+23.5% vs last year

Average Deal Size

2,350

-2.4% vs last month

Revenue by Product

Revenue by Region

Sales Calendar

January 2024

Su Mo Tu We Th Fr Sa
31
1

Upcoming Events

Client Meeting

Today, 2:00 PM

Sales Review

Tomorrow, 10:00 AM

January 15, 2024
9:00 AM

Sales Team Meeting

9:00 AM - 10:00 AM

10:00 AM

Pipeline Forecast

Expected Revenue

$328,900
From 145 opportunities

Avg. Win Probability

64.8%
5.2% vs last month

Avg. Sales Cycle

32 Days
2 days vs last month

Pipeline by Stage

Top Opportunities

Opportunity Amount Stage Probability Close Date
Enterprise Software Solution
Acme Corp
 $85,000 Negotiation 75% Feb 28, 2024
+ val.toLocaleString() } }, colors: ['#0ea5e9'], xaxis: { categories: ['Qualification', 'Meeting', 'Proposal', 'Negotiation', 'Contract', 'Closed Won'], } }; new ApexCharts(document.querySelector("#pipelineStagesChart"), pipelineOptions).render(); });

Team Performance

Team Revenue

$847,923
18.2% vs last month

Deals Closed

143
12.5% vs last month

Avg Deal Value

$5,930
3.1% vs last month

Revenue by Team Member

Lead Conversion Rates

Team Members

Member Deals Closed Revenue Conversion Rate Active Deals
Profile
Sarah Johnson
Senior Sales Rep
 42 $245,392 68% 15
+ val.toLocaleString() } }, colors: ['#0ea5e9'], xaxis: { categories: ['Sarah J.', 'Michael R.', 'Emily L.', 'David K.', 'Anna P.', 'James W.', 'Lisa M.', 'Robert S.'], } }; // Conversion Rates Chart const conversionRatesOptions = { series: [{ name: 'Conversion Rate', data: [65, 72, 58, 63, 69, 75, 61, 70] }], chart: { height: 320, type: 'line', toolbar: { show: false } }, stroke: { curve: 'smooth', width: 3 }, colors: ['#0ea5e9'], xaxis: { categories: ['Sarah J.', 'Michael R.', 'Emily L.', 'David K.', 'Anna P.', 'James W.', 'Lisa M.', 'Robert S.'] }, yaxis: { labels: { formatter: function(val) { return val + '%' } } }, markers: { size: 5 } }; new ApexCharts(document.querySelector("#teamPerformanceChart"), teamPerformanceOptions).render(); new ApexCharts(document.querySelector("#conversionRatesChart"), conversionRatesOptions).render(); });

Recent Activities

Today

Deal Closed

2 hours ago

Sarah Johnson closed deal with Acme Corp worth $85,000

Meeting Scheduled

4 hours ago

Product demo scheduled with Tech Solutions Inc.

Yesterday

Task Completed

Yesterday, 3:30 PM

Quarterly sales report submitted

New Lead

Yesterday, 1:15 PM

New lead created for Global Industries

Previous

Note Added

2 days ago

Follow-up meeting notes updated for XYZ Corp

Deals Status

Open Deals

156

Value: .2M

Won Deals

82

Value: $845K

Lost Deals

34

Value: $280K

Win Rate

70.7%

↑ 5.2% vs last month

Active Deals

Deal Name Owner Value Stage Status Last Contact Actions
Enterprise Solution
Acme Corporation
Sarah Johnson Sarah Johnson
25,000
Negotiation
Hot Today
Showing 1 to 10 of 156 deals

Sales Reports

Sales Growth

+24.5%

Revenue Distribution

Last 30 days

Sales Forecast

Next Quarter

Recent Reports

Report Name Type Created By Date Actions
Q4 Sales Analysis
Quarterly Review
 Analysis
User Sarah Johnson
Jan 15, 2024
Showing 1 to 10 of 45 reports