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TK

Sales pipeline

$412,500 in open deals · 14 active · Q2 close window
All owners ▾This quarter ▾⇅ Sort: value

New leads

4$96k
HVHarbor & Vine
Website + booking rebuild
$18,000Jun 12
GLGreenLine Logistics
Fleet ops dashboard
$34,000Jun 18
SDStudio Drei
Portfolio site refresh
$9,500Jun 20
MMMercato Milano
Ordering app, iOS + Android
$34,500Jun 26

Qualified

3$118k
ATAtlas Travel Co.
Multi-brand CRM rollout
$52,000Due Fri
NBNorthBay Dental
Patient booking suite
$26,000Jun 15
PFPraxis Fitness
Member app + loyalty
$40,000Jun 22

Proposal sent

4$132k
VLVelora Skincare
E-commerce + subscriptions
$45,000Due today
KCKestrel Capital
Investor portal
$38,000Jun 14
BRBrightside Rentals
Listings site + tenant app
$29,000Jun 19
OCOslo Coffee Lab
Brand site + wholesale CRM
$20,000Jun 24

Closing

3$66k
TWTidewater Marine
Charter booking platform
$31,000Sign-off
LHLumen Health
Clinic site + intake forms
$22,000Jun 11
RDRoast District
Loyalty app phase 2
$13,000Jun 13

Contacts

1,248 people · 312 companies · synced 2 min ago
All segments ▾Owner: anyone ▾
PersonCompanySegmentDeal valueLast touch
ARAmelia Rossi[email protected]Atlas Travel Co.VIP$52,000Call · 3h ago
DVDaniel Voss[email protected]Velora SkincareCustomer$45,000Email · today
PNPriya Nair[email protected]Praxis FitnessLead$40,000Meeting · Tue
JKJonas Keller[email protected]Kestrel CapitalLead$38,000Proposal · 2d ago
LMLucía Marín[email protected]Mercato MilanoLead$34,500Call booked · Thu
GWGrace Wong[email protected]GreenLine LogisticsLead$34,000Email · 1d ago
TBTomás Barros[email protected]Tidewater MarineCustomer$31,000Contract · 12m ago
SBSofia Brandt[email protected]Brightside RentalsLead$29,000Demo · Mon
HDHana Dietrich[email protected]NorthBay DentalCustomer$26,000Email · 4h ago
OEOlav Engen[email protected]Oslo Coffee LabAt risk$20,000No touch · 9d

Activity

23 events today · 6 tasks open · team of 4
All types ▾Today ▾

Timeline

Tidewater Marine moved to Closing — contract out for signature.

12 minutes ago · T. Keller

Sequence email 3/5 opened by Hana Dietrich (NorthBay) — clicked pricing link.

38 minutes ago · automation

Call logged with Velora Skincare — pricing approved, awaiting legal.

1 hour ago · M. Osei

Note on Atlas Travel Co.: needs multi-currency in phase 1.

3 hours ago · T. Keller

Proposal sent to Kestrel Capital — $38,000, 3-week build.

Yesterday · J. Brandt

Discovery call booked with Mercato Milano for Thursday 10:00.

Yesterday · M. Osei

Cinder & Oak closed won — $17,500. Kickoff scheduled.

2 days ago · J. Brandt

Re-engagement email queued for Oslo Coffee Lab (9 days silent).

2 days ago · automation

Tasks — click to complete

✓Send revised SOW to Velora legal
Due today 17:00 · M. Osei
HIGH
✓Chase Tidewater signature
Due today · T. Keller
HIGH
✓Prep Mercato discovery deck
Due Thu 09:00 · M. Osei
MED
✓Add multi-currency note to Atlas scope
Due Fri · T. Keller
MED
✓Log Kestrel proposal in pipeline
Done yesterday · J. Brandt
LOW
✓Call Oslo Coffee — win-back offer
Due Mon · J. Brandt
LOW

Reports

Q2 to date · compared with Q1 · all owners
Q2 2026 ▾⤓ Download PDF
Closed won
$288,400
▲ 18% vs Q1
Win rate
34%
▲ 5 pts
Avg. deal size
$27,900
▲ 9%
Sales cycle
23 days
▼ 4 days faster

Revenue by month — won vs target

JAN
FEB
MAR
APR
MAY
JUN

Pipeline by stage

$412k OPEN PIPELINE
New leads $96k
Qualified $118k
Proposal $132k
Closing $66k

Leaderboard — Q2

RepWonOpenWin rateQuota
T. Keller$118,500$149k38%82% ▰▰▰▰▱
M. Osei$96,400$151k33%74% ▰▰▰▰▱
J. Brandt$73,500$112k29%61% ▰▰▰▱▱
RevenuePulse is a sample CRM template — every tab above is a real, working screen rendered with vanilla JS. Built with DCS Sprint.