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

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	JV-2026-0421	Monthly revenue recognition	$284,500	$284,500	Posted
Jun 29	JV-2026-0420	Depreciation - June	$42,800	$42,800	Posted
Jun 28	JV-2026-0419	Payroll accrual	$186,200	$186,200	Posted
Jun 27	JV-2026-0418	Tax provision - PPh 21	$38,400	$38,400	Pending

Date

Deal#

Description

Value

Stage

Status

Jun 30

JV-2026-0421

Monthly revenue recognition

$284,500

Posted

Jun 29

JV-2026-0420

Depreciation - June

$42,800

Posted

Jun 28

JV-2026-0419

Payroll accrual

$186,200

Posted

Jun 27

JV-2026-0418

Tax provision - PPh 21

$38,400

Pending

Active: 4 dealsTotal pipeline: $4.83M

CRM Activity

Real-time sales updates

Live

Invoice Paid — INV-2026-0882

💰 $24,500 · Vendor: TechDistrib · Net 30

12 min ago

Paid

Payment Received — Customer: MegaCorp

📥 $86,200 · Invoice INV-2026-0741

35 min ago

Received

Journal Posted — Depreciation June

📋 $42,800 · Fixed Assets depreciation

1 hour ago

Posted

Tax Filing — PPh 21 June

🧾 $38,400 · Filing prepared for submission

2 hours ago

Pending

Conversion Metrics

Q2 2026 performance

Leads→MQL

2,450 / 1,840

MQL→SQL

640 / 1,840

SQL→Won

89 / 640

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

Total pending

Jul 10

Avg Response

First reply time

Jul 15

CSAT Score

Customer satisfaction

Jul 20

Resolution Time

Avg close time

Apr 30

Lead Overview

As of Jun 30, 2026 · Top sources

View Full →

Source Code	Source Name	Leads	Conversion
1-1000	Cash & Bank	$5,200,000	—
1-2000	Accounts Receivable	$4,600,000	—
1-3000	Inventory	$3,800,000	—
1-4000	Fixed Assets - Net	$3,400,000	—
2-1000	Accounts Payable	—	$1,800,000
2-2000	Accrued Expenses	—	$1,200,000
2-3000	Tax Payable	—	$580,000
3-1000	Retained Earnings	—	$8,420,000
3-2000	Common Stock	—	$2,000,000
3-3000	Additional Paid-in Capital	—	$1,500,000
1-5000	Prepaid Expenses	$420,000	—
1-6000	Short-term Investments	$950,000	—
1-7000	Marketable Securities	$780,000	—
2-4000	Notes Payable (Short)	—	$450,000
2-5000	Deferred Revenue	—	$320,000
2-6000	Wages Payable	—	$275,000
2-7000	Interest Payable	—	$98,000
2-8000	Dividends Payable	—	$150,000
1-8000	Land & Buildings	$2,600,000	—
1-9000	Equipment & Machinery	$1,850,000	—
1-9100	Vehicles	$620,000	—
1-9200	Furniture & Fixtures	$340,000	—
1-9300	Computer Equipment	$480,000	—
2-9000	Long-term Debt	—	$2,400,000
2-9100	Bonds Payable	—	$1,600,000
2-9200	Lease Obligations	—	$850,000
2-9300	Pension Liability	—	$420,000
3-4000	Preferred Stock	—	$500,000
3-5000	Treasury Stock	$200,000	—
4-1000	Revenue - Product A	—	$5,600,000
4-2000	Revenue - Product B	—	$3,800,000
4-3000	Service Revenue	—	$2,100,000
4-4000	Interest Income	—	$320,000
5-1000	COGS - Product A	$2,800,000	—
5-2000	COGS - Product B	$1,900,000	—
6-1000	Salaries & Wages	$2,400,000	—
6-2000	Rent & Utilities	$680,000	—
6-3000	Marketing & Advertising	$520,000	—
6-4000	Depreciation Expense	$310,000	—
6-5000	Insurance Expense	$180,000	—
6-6000	Travel & Entertainment	$95,000	—
6-7000	Professional Fees	$220,000	—
6-8000	IT & Software	$340,000	—
6-9000	Training & Development	$65,000	—
7-1000	Gain on Asset Sale	—	$85,000
7-2000	Foreign Exchange Gain	—	$42,000
8-1000	Income Tax Expense	$620,000	—

Total Leads: 4,981Avg CVR: 4.7%

Upcoming Renewals

Contracts due next 14 days

Manage Renewals →

Contract	Client	Amount	Due Date	Status
INV-0882	TechDistrib Inc.	$24,500	Jul 05	Due Soon
INV-0885	CloudHost Ltd.	$12,800	Jul 08	Due Soon
INV-0888	OfficePro Supply	$6,200	Jul 10	Future
INV-0890	Consulting Plus	$18,000	Jul 12	Future
INV-0875	MegaNetwork	$32,000	Jul 03	Overdue
INV-0901	DataSys Solutions	$45,200	Jul 02	Overdue
INV-0902	Prime Logistics	$15,600	Jul 04	Due Soon
INV-0903	GreenEnergy Corp	$28,900	Jul 05	Due Soon
INV-0904	SmartBuild Ltd.	$8,750	Jul 07	Due Soon
INV-0905	MediCare Supplies	$19,300	Jul 09	Due Soon
INV-0906	AquaPure Systems	$11,400	Jul 11	Future
INV-0907	BuildRight Materials	$36,800	Jul 13	Future
INV-0908	FreshFoods Group	$9,200	Jul 14	Future
INV-0909	AutoParts Inc.	$22,600	Jul 15	Future
INV-0910	CloudNet Services	$14,100	Jul 16	Future
INV-0911	Sunrise Energy	$41,500	Jun 28	Overdue
INV-0912	Urban Design Co	$7,800	Jun 30	Overdue
INV-0913	SafeGuard Security	$5,400	Jul 01	Overdue
INV-0914	EcoFriendly Pkg	$16,200	Jul 02	Overdue
INV-0915	StarTech Systems	$33,000	Jul 04	Due Soon
INV-0916	Blue Ocean Ltd.	$10,500	Jul 06	Due Soon
INV-0917	Golden Gate Inc.	$27,300	Jul 08	Due Soon
INV-0918	Silver Lake Corp	$6,800	Jul 10	Future
INV-0919	Northern Lights Co	$38,100	Jul 12	Future
INV-0920	Southern Cross Ltd	$13,400	Jul 14	Future
INV-0921	Pacific Rim Group	$21,000	Jul 16	Future
INV-0922	Atlantic Partners	$9,600	Jul 17	Future
INV-0923	Highland Ventures	$17,800	Jun 29	Overdue
INV-0924	Valley Industries	$4,200	Jun 30	Overdue
INV-0925	RidgeTop Inc.	$29,500	Jul 01	Overdue
INV-0926	Mountain View Corp	$11,200	Jul 03	Overdue
INV-0927	RiverSide Ltd.	$25,400	Jul 06	Due Soon
INV-0928	Harbor Freight Co	$7,100	Jul 09	Due Soon
INV-0929	Ocean View Hotel	$34,600	Jul 11	Future
INV-0930	Desert Palm Resort	$18,900	Jul 13	Future
INV-0931	Forest Woods Ltd.	$8,300	Jul 15	Future
INV-0932	LakeSide Properties	$42,000	Jul 17	Future
INV-0933	FieldStone Group	$5,800	Jul 18	Future
INV-0934	MeadowBrook Inc.	$15,500	Jun 27	Overdue
INV-0935	HillTop Enterprises	$23,100	Jun 29	Overdue
INV-0936	CrestView Solutions	$9,900	Jul 02	Overdue
INV-0937	Peak Performance Ltd	$31,200	Jul 05	Due Soon
INV-0938	Summit Strategies	$6,400	Jul 07	Due Soon
INV-0939	BaySide Logistics	$19,700	Jul 09	Due Soon
INV-0940	Coastal Trading Co	$12,300	Jul 11	Future
INV-0941	Delta Distribution	$28,400	Jul 14	Future
INV-0942	Sigma Supplies Co	$7,500	Jul 16	Future
INV-0943	Omega Group Ltd.	$35,200	Jul 18	Future
INV-0944	Alpha Enterprises	$10,800	Jul 19	Future

Contract

Client

Amount

Due Date

Status

INV-0882

TechDistrib Inc.

$24,500

Jul 05

Due Soon

INV-0885

CloudHost Ltd.

$12,800

Jul 08

Due Soon

INV-0888

OfficePro Supply

$6,200

Jul 10

Future

INV-0890

Consulting Plus

$18,000

Jul 12

Future

INV-0875

MegaNetwork

$32,000

Jul 03

Overdue

INV-0901

DataSys Solutions

$45,200

Jul 02

Overdue

INV-0902

Prime Logistics

$15,600

Jul 04

Due Soon

INV-0903

GreenEnergy Corp

$28,900

Jul 05

Due Soon

INV-0904

SmartBuild Ltd.

$8,750

Jul 07

Due Soon

INV-0905

MediCare Supplies

$19,300

Jul 09

Due Soon

INV-0906

AquaPure Systems

$11,400

Jul 11

Future

INV-0907

BuildRight Materials

$36,800

Jul 13

Future

INV-0908

FreshFoods Group

$9,200

Jul 14

Future

INV-0909

AutoParts Inc.

$22,600

Jul 15

Future

INV-0910

CloudNet Services

$14,100

Jul 16

Future

INV-0911

Sunrise Energy

$41,500

Jun 28

Overdue

INV-0912

Urban Design Co

$7,800

Jun 30

Overdue

INV-0913

SafeGuard Security

$5,400

Jul 01

Overdue

INV-0914

EcoFriendly Pkg

$16,200

Jul 02

Overdue

INV-0915

StarTech Systems

$33,000

Jul 04

Due Soon

INV-0916

Blue Ocean Ltd.

$10,500

Jul 06

Due Soon

INV-0917

Golden Gate Inc.

$27,300

Jul 08

Due Soon

INV-0918

Silver Lake Corp

$6,800

Jul 10

Future

INV-0919

Northern Lights Co

$38,100

Jul 12

Future

INV-0920

Southern Cross Ltd

$13,400

Jul 14

Future

INV-0921

Pacific Rim Group

$21,000

Jul 16

Future

INV-0922

Atlantic Partners

$9,600

Jul 17

Future

INV-0923

Highland Ventures

$17,800

Jun 29

Overdue

INV-0924

Valley Industries

$4,200

Jun 30

Overdue

INV-0925

RidgeTop Inc.

$29,500

Jul 01

Overdue

INV-0926

Mountain View Corp

$11,200

Jul 03

Overdue

INV-0927

RiverSide Ltd.

$25,400

Jul 06

Due Soon

INV-0928

Harbor Freight Co

$7,100

Jul 09

Due Soon

INV-0929

Ocean View Hotel

$34,600

Jul 11

Future

INV-0930

Desert Palm Resort

$18,900

Jul 13

Future

INV-0931

Forest Woods Ltd.

$8,300

Jul 15

Future

INV-0932

LakeSide Properties

$42,000

Jul 17

Future

INV-0933

FieldStone Group

$5,800

Jul 18

Future

INV-0934

MeadowBrook Inc.

$15,500

Jun 27

Overdue

INV-0935

HillTop Enterprises

$23,100

Jun 29

Overdue

INV-0936

CrestView Solutions

$9,900

Jul 02

Overdue

INV-0937

Peak Performance Ltd

$31,200

Jul 05

Due Soon

INV-0938

Summit Strategies

$6,400

Jul 07

Due Soon

INV-0939

BaySide Logistics

$19,700

Jul 09

Due Soon

INV-0940

Coastal Trading Co

$12,300

Jul 11

Future

INV-0941

Delta Distribution

$28,400

Jul 14

Future

INV-0942

Sigma Supplies Co

$7,500

Jul 16

Future

INV-0943

Omega Group Ltd.

$35,200

Jul 18

Future

INV-0944

Alpha Enterprises

$10,800

Jul 19

Future

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