# EDK - Dashboard CRM 5

# CRM Dashboard

Customer Relationship Management — Period: Q2 2026

CRM Overview

### Key Metrics

Total Revenue

$2.46M

▲ +15.3%

Pipeline Value

$4.83M

▲ +22.1%

Customers

1,847

▲ +9.3%

Win Rate

34.2%

▲ +2.1pp
MRR: $128KQ2 2026

Total Revenue

$2.46M

▲ +15.3%

Pipeline Value

$4.83M

▲ +22.1%

Win Rate

34.2%

▲ +2.1pp

Active Customers

1,847

▲ +9.3%

Avg Deal Size

$14.3K

▲ +5.8%

CLV

$48.6K

▲ +12.4%

Churn Rate

2.1%

▼ -0.4pp

MRR

$128K

▲ +8.7%

### CRM Metrics Matrix

Key indicators across all categories

View All →

Total Revenue

$2.46M ▲ 15.3%

Pipeline Value

$4.83M ▲ 22.1%

Win Rate

34.2% ▲ 2.1pp

Customers

1,847 ▲ 9.3%

Avg Deal Size

$14.3K ▲ 5.8%

CLV

$48.6K ▲ 12.4%

Churn Rate

2.1% ▼ 0.4pp

MRR

$128K ▲ 8.7%

Leads

2,450 ▲ 18%

Deals

640 ▲ 12%

Conversion

4.7% ▲ 0.8%

CSAT

4.2 ▲ 0.3

Contacts

3,250 ▲ 14%

NPS Score

72 ▲ 5pts

Avg Cycle

62 days ▼ 3d

Response Time

2.4hrs ▼ 0.3

SLA

94.2% ▲ 2.1%

Email Open

24.5% ▲ 2.3%

Campaigns

24 ▲ 4

Enterprise

35% rev share

### Revenue Trend

Monthly revenue vs target

Revenue Target

### Lead Sources

By category this period

Website 42%
Referral 22%
Social 15%
Email 12%
Others 9%

### Pipeline Summary

As of June 30, 2026

Total Pipeline

$4.83M

Closed Won

$1.35M

Avg Deal Size

$14.3K

Win Rate34.2%Cycle62 days

### Deal Stages

Pipeline by stage

Prospecting

1,225

Qualified

640

Negotiation

156

Closed Won

89

CVR: 4.7%Velocity: $78K/day

### Sales Activity

Monthly movement

+245

Calls

+450

Emails

+89

Meetings

### Recent Deals

Latest opportunities

New Deal →

Date | Deal# | Description | Value | Stage | Status
--- | --- | --- | --- | --- | ---
Jun 30 | DL-2026-0421 | Enterprise SaaS deal | $284,500 | Negotiation | Active
Jun 29 | DL-2026-0420 | Mid-market upgrade | $42,800 | Proposal | Active
Jun 28 | DL-2026-0419 | Startup onboarding | $186,200 | Qualified | Active
Jun 27 | DL-2026-0418 | Contract renewal Q3 | $38,400 | Closing | Pending

Active: 4 dealsTotal pipeline: $4.83M

### CRM Activity

Real-time sales updates

Live
DL

Deal Closed — DL-2026-0882

💰 $24,500 · Customer: TechDistrib · Enterprise

12 min ago

Won
LD

Lead Assigned — Lead: MegaCorp

📥 $86,200 · Source: Website

35 min ago

New
OP

Stage Updated — Deal DL-2026-0741

📋 Moved to Negotiation · $42,800

1 hour ago

Updated
EM

Email Sent — Campaign Q3 Launch

🧾 2,450 recipients · Open rate: 24.5%

2 hours ago

Sent

### Conversion Metrics

Q2 2026 performance

Leads→MQL

2,450 / 1,225

MQL→SQL

1,225 / 640

SQL→Won

640 / 89

Overall CVR

4.7%
Target CVR: 5%On Track

### Top Performers

This quarter ranking

Sarah M.

$420K 48%

James C.

$385K 42%

Alex L.

$312K 38%

Emma P.

$278K 35%

Top Deals: 28Avg Win: 39%

### Support Metrics

Customer service KPIs

Open Tickets

Support backlog

142

Avg Response

First reply time

2.4hrs

CSAT Score

Customer satisfaction

4.2/5

Resolution Time

Avg close time

4.2hrs

### Lead Overview

Top sources

View Full →

Source Code | Source Name | Leads | Conversion
--- | --- | --- | ---
WEB-01 | Website Organic | 1,200 | —
REF-01 | Referral Program | 860 | —
SOC-01 | Social Media | 740 | —
EML-01 | Email Campaigns | 490 | —
PRT-01 | Partner Network | — | 320
EVT-01 | Events & Webinars | — | 280
DIR-01 | Direct Outreach | — | 195
ADS-01 | Paid Ads | — | 180
CON-01 | Content Marketing | — | 145
WOM-01 | Word of Mouth | — | 120
BLG-01 | Blog & SEO | 320 | —
MKT-01 | Marketplace | 280 | —
MOB-01 | Mobile App | 210 | —
API-01 | API Integration | — | 160
RES-01 | Research Portal | — | 98

Total Leads: 4,981Avg CVR: 4.7%

### Upcoming Renewals

Contracts due next 14 days

Manage Renewals →

Contract | Client | Amount | Due Date | Status
--- | --- | --- | --- | ---
CT-0882 | TechDistrib Inc. | $24,500 | Jul 05 | Due Soon
CT-0885 | CloudHost Ltd. | $12,800 | Jul 08 | Due Soon
CT-0888 | OfficePro Supply | $6,200 | Jul 10 | Future
CT-0890 | Consulting Plus | $18,000 | Jul 12 | Future
CT-0875 | MegaNetwork | $32,000 | Jul 03 | Overdue
CT-0901 | DataSys Solutions | $45,200 | Jul 02 | Overdue
CT-0902 | Prime Logistics | $15,600 | Jul 04 | Due Soon
CT-0903 | GreenEnergy Corp | $28,900 | Jul 05 | Due Soon
CT-0904 | SmartBuild Ltd. | $8,750 | Jul 07 | Due Soon
CT-0905 | MediCare Supplies | $19,300 | Jul 09 | Due Soon

Total Renewals: $93,500At Risk: $32,000