Dashboard
Opportunities
10
8 open
Pipeline Value
$34,200
$10,900 won
Conversion Rate
20%
2 won
Appointments
5
This week
Funnel
Sales Pipeline
New Lead2
Contacted2
Appointment Booked2
Proposal Sent2
Won2
Lead Source Report
| Source | Leads | Won |
|---|---|---|
| Facebook Ad | 46 | 11 |
| Google Ad | 38 | 12 |
| Website Form | 29 | 9 |
| Referral | 14 | 8 |
| Missed Call | 11 | 2 |
Tasks
- Call Jane Doe about ThursdayDue Today
- Send proposal follow-up to Lucas AndersonDue Today
- Confirm Priya Patel's strategy sessionDue Tomorrow