## Welcome back, John!

Here's what's happening with your customers today.

#### 1285

Total Customers

#### $ 48325

Revenue This Month

#### 142

Active Deals

#### 89 %

Customer Satisfaction

##### Schedule Call

23 calls scheduled today

##### Send Email

142 emails sent this week

##### Meetings

5 meetings today

##### Tasks

18 pending tasks

##### Conversion Rates

###### Lead to Customer

Last 30 days

#### 23%

5%

###### Quote to Sale

Last 30 days

#### 67%

3%

###### Trial to Paid

Last 30 days

#### 45%

12%

##### Lead Sources

Website (35%)
Referral (28%)
Social (22%)
Email (15%)

##### Today's Schedule

Dec 15, 2023
09:00

###### Team Standup

Daily sync meeting
11:30

###### Client Demo

ABC Corp - Product demo
14:00

###### Sales Review

Q4 performance review
16:30

###### Follow-up Calls

5 pending calls

##### Sales Pipeline

###### Lead

#### 245

$125,430

###### Qualified

#### 87

$84,200

###### Proposal

#### 32

$45,800

###### Won

#### 15

$28,400

##### Recent Activities

###### Call with James Miller

2 hours ago

###### Deal closed with ABC Corp

5 hours ago

###### Email sent to 5 prospects

1 day ago

###### New lead from website

2 days ago
View All Activities

##### Recent Customers

View All

Customer | Company | Status | Deal Value | Actions
--- | --- | --- | --- | ---
Sarah Johnson sarah.j@email.com | Tech Solutions Inc. | Active | $15,250 |
Michael Chen m.chen@company.com | Global Imports LLC | Pending | $8,900 |
Emma Wilson emma.w@design.co | Creative Agency | Active | $22,400 |
Robert Taylor r.taylor@retail.net | Retail Partners | Inactive | $5,600 |

##### Team Performance

John Smith 92%
Lisa Anderson 87%
David Lee 78%
Maria Garcia 95%

#### 86%

Average Team Score

##### Revenue by Product

###### Enterprise Suite

124 licenses

##### $45,200

+15%

###### Cloud Services

89 subscriptions

##### $32,100

-5%

###### Mobile App

320 downloads

##### $18,400

+22%

###### Support Plans

56 contracts

##### $12,800

+8%

##### Recent Feedback

New

###### Sarah Williams

"Excellent customer service! The team went above and beyond to help us implement the solution."

2 hours ago

###### Tech Solutions Inc.

"Great product, but the onboarding process could be smoother. Overall happy with the purchase."

1 day ago

###### Global Imports LLC

"The ROI has been incredible. We've seen a 40% increase in efficiency since implementation."

3 days ago

###### Open Tickets

### 27

5 urgent • 12 high • 10 normal

###### Avg Deal Size

### $8,450

12% increase from last month

###### Avg Response Time

### 2.5 hrs

30 min faster than target

###### Churn Rate

### 3.2%

Below industry average