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%
▲ +2.1ppTotal Revenue
$2.46M
▲ +15.3%Pipeline Value
$4.83M
▲ +22.1%Win Rate
34.2%
▲ +2.1ppActive Customers
1,847
▲ +9.3%Avg Deal Size
$14.3K
▲ +5.8%CLV
$48.6K
▲ +12.4%Churn Rate
2.1%
▼ -0.4ppMRR
$128K
▲ +8.7%CRM Metrics Matrix
Key indicators across all categories
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
Lead Sources
By category this period
Pipeline Summary
As of Q2 2026
Total Pipeline
$4.83M
Closed Won
$1.35M
Avg Deal Size
$14.3K
Deal Stages
Pipeline by stage
Prospecting
1,225
Qualified
640
Negotiation
156
Closed Won
89
Sales Activity
Monthly movement
Calls
Emails
Meetings
Recent Deals
Latest opportunities
| 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 |
CRM Activity
Real-time sales updates
Deal Won — DL-2026-0882
💰 $24,500 · Customer: TechDistrib · SaaS
12 min ago
Lead Created — Customer: MegaCorp
📥 $86,200 · Source: Website referral
35 min ago
Deal Updated — Q3 renewal
📋 $42,800 · Stage moved to Negotiation
1 hour ago
Email Sent — Campaign Q2
📧 2,450 recipients · Open rate 24.5%
2 hours ago
Conversion Metrics
Q2 2026 performance
Leads→MQL
68% / 65%MQL→SQL
42% / 40%SQL→Won
34% / 32%Overall CVR
4.7% / 4.5%Top Performers
This quarter ranking
Sarah M.
$420K
48%
James C.
$385K
42%
Alex L.
$312K
38%
Emma P.
$278K
35%
Support Metrics
Customer service KPIs
Open Tickets
48
Avg Response
2.4 hrs
CSAT Score
4.2 / 5.0
Resolution Time
6.2 hrs
Lead Overview
Top sources
| 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 | — | 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 | — |
Upcoming Renewals
Contracts due next 14 days
| 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 |