Dashboard

JD
Total Pipeline Value
£2,450,000

+12.5%

Deals Closing This Month
8

£485,000

Renewals in Next 90 Days
12

£890,000

Partners At Risk
3

Requires attention

Overdue Next Actions
5

Immediate attention

Stale Deals
CompanyStageOwnerLast TouchedNext ActionDays Idle
TechCorp LtdProposal SentSarah M.12 days agoFollow up call12
Global SystemsDiscoveryJames K.8 days agoSend case study8
Innovate IncNegotiationSarah M.15 days agoContract review15
DataFlow LtdProposal SentMike T.10 days agoDemo scheduling10
CloudFirstDiscoveryJames K.7 days agoNeeds analysis7
Renewals Timeline
PartnerRenewal DateDaysHealthOwner
Enterprise SolutionsApr 15, 202644GreenSarah M.
Digital DynamicsMar 28, 202626AmberJames K.
TechVenture CoMar 20, 202618RedMike T.
CloudScale LtdMay 10, 202669GreenSarah M.
DataSync ProApr 5, 202634AmberJames K.
Today's Tasks

Follow up with TechCorp Ltd about proposal

TechCorp Ltd

10:00 AMhigh

Prepare renewal deck for Enterprise Solutions

Enterprise Solutions

11:30 AMmedium

Send case study to Global Systems

Global Systems

2:00 PMmedium

Schedule discovery call with new lead

New Lead

3:30 PMlow

Review contract terms for Innovate Inc

Innovate Inc

4:00 PMhigh

Update CRM notes for DataFlow Ltd

DataFlow Ltd

5:00 PMlow