Sales & Leads

Pipeline health and stalled lead follow-ups

⌘K
SR
New Leads
18
Pricing Requested
5
Stalled Leads
4
Contract Pending
3
Pipeline Value
$18.7M
AI Insight
3 pricing requests are stuck before estimation. Move these into the estimation queue or assign ownership today.

Sales Pipeline

AgentBox & Nexus

AI Live
$18.7M
32 opps
Qualifying
$3.2M
Proposal
$6.1M
Negotiation
$6.8M
Closed Won
$2.6M
3 proposals awaiting client responseOpen pipeline

Lead Source Breakdown

AgentBox, Nexus, Website, Referral

AI Live
18
new leads
  • Website8
  • AgentBox5
  • Nexus3
  • Referral2
Pipeline
Live from AgentBox
Stage 1
New
8
Stage 2
Qualified
5
Stage 3
Pricing Requested
5
Stage 4
Estimate Pending
4
Stage 5
Proposal Sent
4
Stage 6
Contract Pending
3
Stage 7
Won / Lost
3

Stalled Lead Watch

No activity > 3 days

  • Andrew Collins
    Pricing Requested · 2 days ago
    Follow up
  • Marcus Lee
    Estimate Pending · 4 days ago
    Follow up
  • Elena Rossi
    Contract Pending · 3 days ago
    Follow up

Pricing Request Queue

Sitting past SLA

  • Andrew Collins
    Waiting 2 days
    Past KPI
  • Marcus Lee
    Waiting 3 days
    Past KPI
  • Elena Rossi
    Waiting 4 days
    Past KPI

Recent Won

This month

6
Deals closed · $2.6M won
60% of monthly target