Dashboard

All clients · All pipelines

All pipelines ▾SaaS Pro · $497/mo
Total revenue
💰
$355.82K
18% vs last month
Won revenue
🏆
$128.11K
11% vs last month
Open pipeline
📊
$175.40K
6% vs last month
Contacts
👥
192
9% vs last month

Opportunity status

72
opps
Open36
Won24
Lost12

Conversion rate

67%
24 won / 36 closed

Pipeline funnel

New
12
$47.29K
Contacted
12
$61.82K
Quoted
12
$66.29K
Won
24
$128.11K

Revenue trend

Last 6 months
JanFebMarAprMayJun

Stage distribution

New12
Contacted12
Quoted12
Won24
Lost12

Lead source report

SourceLeadsValueWonLostWin %
Google38$76,3134180%
Referral39$73,3046275%
Walk-in39$72,5813350%
Website38$69,6225363%
Facebook38$64,0046367%

Tasks

Pending
Send proposal
Chris Jones · Northgate Realty
Overdue
Follow-up call
Emily Johnson · Northgate Realty
Overdue
Send welcome email
Daniel Miller · Northgate Realty
Due today
Review contract
Jessica Brown · Northgate Realty
Due in 2 days
Discuss next steps
John Smith · Northgate Realty
Due in 4 days
Send invoice
Sarah Garcia · Northgate Realty
Due in 5 days

Sales efficiency

11d
Avg sales cycle
$21.35K
Velocity / mo
$355.82K
Total value
Agency margin

You bill $2,668/mo across 12 client sub-accounts and pay a flat $497/mo for the platform → $2,171/mo net, before usage rebilling. See the SaaS math →