WSODashboardPro
Overview of your sales pipeline
September Won Revenue
Target $50,000$0
0 won agreements this month
0%
$50,000 to target0% of target
Total Customers
25
Total Bids
$181,585
19 quoted agreements
Won Revenue
$34,831
5 won agreements
Pending Follow-ups
1
open activities
Pipeline Stages
Revenue Forecast
All Saved Agreements (19)
Windows & Doors$181,585
Siding$0
Total Bids$181,585
Won (5)
Windows & Doors$34,831
Won Total$34,831
Pipeline by Stage
In Progress$71,101
9 quotes · 39% of total
Quote Given$51,170
3 quotes · 28% of total
Won$34,831
5 quotes · 19% of total
Lost$24,483
2 quotes · 13% of total
Total Bids$181,585
All Customers(25)
| Name | Contact | Stage | ||
|---|---|---|---|---|
| Susan Labadie | Won 2 opps | View → | ||
| Kim & Kevin Forgey | Won Sold 1 opp | View → | ||
| Wade & Lynn Wheat | Lost Not Interested 1 opp | View → | ||
| Bryan Hamill | Won Sold 2 opps | View → | ||
| Leslie Carrilo | Won Sold 2 opps2 acts | View → | ||
| Paul Poulsen | Won Appointment Done 1 opp1 act | View → | ||
| Mary Merritt | Won Sold 1 opp | View → | ||
| Tule Huang | Lost 1 opp | View → | ||
| Tule Huang | Lost 1 opp | View → | ||
| Tule Huang | — — | Won 1 opp | View → | |
| Tule Huang | Lost Quoted 1 opp | View → | ||
| Brian Russell | Lost 1 opp | View → | ||
| Aaron & Amber Busche | Won Sold 1 opp6 acts | View → | ||
| Steve & Traci Johnson | Follow Up Quoted 1 opp2 acts | View → | ||
| Andrew Serna | Proposal Quoted | View → | ||
| George Homeowner | Proposal | View → | ||
| Trevor Mills | Proposal 2 opps | View → | ||
| Bernie & Deb Ruesgen | Proposal | View → | ||
| Jeff Dion | Proposal | View → | ||
| Mark & Yvonne Wedde | Proposal | View → | ||
| Beock Dion | Proposal | View → | ||
| Tyler & Julie Cline | Proposal | View → | ||
| Tyler & Julie Cline | Proposal | View → | ||
| Tyler & Julie Cline | Proposal | View → | ||
| Tyler & Julie Cline | Proposal | View → |