Customer Relationship Management — Period: Q2 2026
CRM Overview
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%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
Monthly revenue vs target
By category this period
As of June 30, 2026
Total Pipeline
$4.83M
Closed Won
$1.35M
Avg Deal Size
$14.3K
Pipeline by stage
Prospecting
1,225
Qualified
640
Negotiation
156
Closed Won
89
Monthly movement
Calls
Emails
Meetings
Latest opportunities
| 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 |
Real-time sales updates
Deal Closed — DL-2026-0882
💰 $24,500 · Customer: TechDistrib · Enterprise
12 min ago
Lead Assigned — Lead: MegaCorp
📥 $86,200 · Source: Website
35 min ago
Stage Updated — Deal DL-2026-0741
📋 Moved to Negotiation · $42,800
1 hour ago
Email Sent — Campaign Q3 Launch
🧾 2,450 recipients · Open rate: 24.5%
2 hours ago
Q2 2026 performance
Leads→MQL
2,450 / 1,225MQL→SQL
1,225 / 640SQL→Won
640 / 89Overall CVR
4.7%This quarter ranking
Sarah M.
$420K 48%
James C.
$385K 42%
Alex L.
$312K 38%
Emma P.
$278K 35%
Customer service KPIs
Open Tickets
Support backlog
Avg Response
First reply time
CSAT Score
Customer satisfaction
Resolution Time
Avg close time
Top sources
| 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 |
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 |