K
DR
Module
CRM & Sales
Leads, opportunities, quotes, pipelines, and customer activity — connected to inventory, finance, and fulfillment.
Pipeline (weighted)
$18.4M
+11.2%
Open opportunities
240
+6.4%
Win rate
27.4%
+2.1%
Active accounts
1,284
+4.3%
Pipeline over time
Confidence 82%Pipeline board · Kanban
Prospect
128$6.4M
Acme #Pr-101
$2.1M · 30-day
AC
MB
Acme #Pr-202
$2.1M · 30-day
AC
MB
PS
Acme #Pr-303
$2.1M · 30-day
AC
MB
PS
Qualified
62$4.8M
Acme #Qu-101
$1.6M · 30-day
AC
MB
Acme #Qu-202
$1.6M · 30-day
AC
MB
PS
Acme #Qu-303
$1.6M · 30-day
AC
MB
PS
Proposal
28$3.6M
Acme #Pr-101
$1.2M · 30-day
AC
MB
Acme #Pr-202
$1.2M · 30-day
AC
MB
PS
Acme #Pr-303
$1.2M · 30-day
AC
MB
PS
Negotiation
14$2.4M
Acme #Ne-101
$0.8M · 30-day
AC
MB
Acme #Ne-202
$0.8M · 30-day
AC
MB
PS
Acme #Ne-303
$0.8M · 30-day
AC
MB
PS
Closed Won
8$1.2M
Acme #Cl-101
$0.4M · 30-day
AC
MB
Acme #Cl-202
$0.4M · 30-day
AC
MB
PS
Acme #Cl-303
$0.4M · 30-day
AC
MB
PS
Top opportunities
| Deal | Account | Owner | Value | Prob. | Close | Stage |
|---|---|---|---|---|---|---|
| Enterprise expand | Northwind Corp. | Alicia C. | $1.2M | 84% | Oct 12 | Negotiation |
| Renewal + add-on | Meridian Mfg. | Marcus B. | $820K | 92% | Sep 30 | Closed Won |
| New logo · APAC | Kyoto Devices | Yuki T. | $540K | 62% | Nov 04 | Proposal |
| Consolidation | Alpine Group | Diego R. | $1.8M | 38% | Dec 20 | Qualified |
| EU rollout | Vega Holdings | Nia O. | $960K | 74% | Oct 22 | Proposal |
Today's activity
Call · Northwind CTO
10:30 AM
Demo · Kyoto Devices
1:00 PM
Follow-up · Alpine Group
3:30 PM
AI-drafted 12 outreach emails
Ready