# EDK - Dashboard TMS 1

# TMS Dashboard

Talent Management System — Period: Q2 2026

### TMS Activity

Monthly movement

+245

Calls

+450

Emails

+89

Meetings

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%

### TMS 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 Q2 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

TMS 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

### Recent Deals

Latest opportunities

New Deal →

Date | Deal# | Description | Value | Stage | Status
--- | --- | --- | --- | --- | ---
Jun 30 | DL-2026-0421 | Enterprise SaaS contract | $284,500 | Negotiation | Active
Jun 29 | DL-2026-0420 | Q3 renewal - MegaCorp | $42,800 | Closed Won | Active
Jun 28 | DL-2026-0419 | Consulting engagement | $186,200 | Qualified | Active
Jun 27 | DL-2026-0418 | New lead - TechStart | $38,400 | Prospecting | Pending

Active: 4 dealsTotal pipeline: $4.83M

### TMS Activity

Real-time sales updates

Live
DL

Deal Won — DL-2026-0882

💰 $24,500 · Customer: TechDistrib · SaaS

12 min ago

Won
LD

Lead Created — Customer: MegaCorp

📥 $86,200 · Source: Website referral

35 min ago

New
DL

Deal Updated — Q3 renewal

📋 $42,800 · Stage moved to Negotiation

1 hour ago

Updated
EM

Email Sent — Campaign Q2

📧 2,450 recipients · Open rate 24.5%

2 hours ago

Sent

### Conversion Metrics

Q2 2026 performance

Leads→MQL

68% / 65%

MQL→SQL

42% / 40%

SQL→Won

34% / 32%

Overall CVR

4.7% / 4.5%
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

48

-12%

Avg Response

2.4 hrs

▼ 0.3

CSAT Score

4.2 / 5.0

▲ 0.3

Resolution Time

6.2 hrs

▲ 8%

### Lead Overview

Top sources

View Full →

Source Code | Source Name | Leads | Conversion
--- | --- | --- | ---
S-001 | Website | 1,847 | 5.2%
S-002 | Referral | 982 | 7.8%
S-003 | Social Media | 654 | 3.1%
S-004 | Email Campaign | 523 | 4.5%
S-005 | Events | 342 | 6.2%
S-006 | Partner Network | 298 | 8.1%
S-007 | Direct Mail | 187 | 2.8%
S-008 | Paid Ads | 148 | 4.1%
S-009 | Content Marketing | 420 | —
S-010 | Webinar | 950 | —
S-011 | Inbound Call | 780 | —
S-012 | Chatbot | — | 450
S-013 | Trade Show | — | 320
S-014 | Affiliate | — | 275
S-015 | SMS Campaign | — | 98
S-016 | Direct Outreach | — | 150
S-017 | YouTube/Video | 2,600 | —
S-018 | Podcast | 1,850 | —
S-019 | LinkedIn Ads | 620 | —
S-020 | Twitter/X | 340 | —
S-021 | Facebook Ads | 480 | —
S-022 | Instagram | — | 2,400
S-023 | Google Ads | — | 1,600
S-024 | Bing Ads | — | 850
S-025 | Retargeting | — | 420
S-026 | PR/Media | — | 500
S-027 | Sponsorship | 200 | —
S-028 | Community Forum | — | 5,600
S-029 | Mobile App | — | 3,800
S-030 | QR Code | — | 2,100
S-031 | Chat/WhatsApp | — | 320
S-032 | SEO Organic | 2,800 | —
S-033 | SEM/PPC | 1,900 | —
S-034 | Sales Team | 2,400 | —
S-035 | Partner Referral | 680 | —
S-036 | Customer Referral | 520 | —
S-037 | Case Study | 310 | —
S-038 | Whitepaper | 180 | —
S-039 | Ebook Download | 95 | —
S-040 | Free Trial | 220 | —
S-041 | Demo Request | 340 | —
S-042 | Consultation | 65 | —
S-043 | Product Launch | — | 85
S-044 | Holiday Promo | — | 42
S-045 | Survey Response | 620 | —

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
CT-0906 | AquaPure Systems | $11,400 | Jul 11 | Future
CT-0907 | BuildRight Materials | $36,800 | Jul 13 | Future
CT-0908 | FreshFoods Group | $9,200 | Jul 14 | Future
CT-0909 | AutoParts Inc. | $22,600 | Jul 15 | Future
CT-0910 | CloudNet Services | $14,100 | Jul 16 | Future
CT-0911 | Sunrise Energy | $41,500 | Jun 28 | Overdue
CT-0912 | Urban Design Co | $7,800 | Jun 30 | Overdue
CT-0913 | SafeGuard Security | $5,400 | Jul 01 | Overdue
CT-0914 | EcoFriendly Pkg | $16,200 | Jul 02 | Overdue
CT-0915 | StarTech Systems | $33,000 | Jul 04 | Due Soon
CT-0916 | Blue Ocean Ltd. | $10,500 | Jul 06 | Due Soon
CT-0917 | Golden Gate Inc. | $27,300 | Jul 08 | Due Soon
CT-0918 | Silver Lake Corp | $6,800 | Jul 10 | Future
CT-0919 | Northern Lights Co | $38,100 | Jul 12 | Future
CT-0920 | Southern Cross Ltd | $13,400 | Jul 14 | Future
CT-0921 | Pacific Rim Group | $21,000 | Jul 16 | Future
CT-0922 | Atlantic Partners | $9,600 | Jul 17 | Future
CT-0923 | Highland Ventures | $17,800 | Jun 29 | Overdue
CT-0924 | Valley Industries | $4,200 | Jun 30 | Overdue
CT-0925 | RidgeTop Inc. | $29,500 | Jul 01 | Overdue
CT-0926 | Mountain View Corp | $11,200 | Jul 03 | Overdue
CT-0927 | RiverSide Ltd. | $25,400 | Jul 06 | Due Soon
CT-0928 | Harbor Freight Co | $7,100 | Jul 09 | Due Soon
CT-0929 | Ocean View Hotel | $34,600 | Jul 11 | Future
CT-0930 | Desert Palm Resort | $18,900 | Jul 13 | Future
CT-0931 | Forest Woods Ltd. | $8,300 | Jul 15 | Future
CT-0932 | LakeSide Properties | $42,000 | Jul 17 | Future
CT-0933 | FieldStone Group | $5,800 | Jul 18 | Future
CT-0934 | MeadowBrook Inc. | $15,500 | Jun 27 | Overdue
CT-0935 | HillTop Enterprises | $23,100 | Jun 29 | Overdue
CT-0936 | CrestView Solutions | $9,900 | Jul 02 | Overdue
CT-0937 | Peak Performance Ltd | $31,200 | Jul 05 | Due Soon
CT-0938 | Summit Strategies | $6,400 | Jul 07 | Due Soon
CT-0939 | BaySide Logistics | $19,700 | Jul 09 | Due Soon
CT-0940 | Coastal Trading Co | $12,300 | Jul 11 | Future
CT-0941 | Delta Distribution | $28,400 | Jul 14 | Future
CT-0942 | Sigma Supplies Co | $7,500 | Jul 16 | Future
CT-0943 | Omega Group Ltd. | $35,200 | Jul 18 | Future
CT-0944 | Alpha Enterprises | $10,800 | Jul 19 | Future

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