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	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

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

Deal Closed — DL-2026-0882

💰 $24,500 · Customer: TechDistrib · Enterprise

12 min ago

Won

Lead Assigned — Lead: MegaCorp

📥 $86,200 · Source: Website

35 min ago

New

Stage Updated — Deal DL-2026-0741

📋 Moved to Negotiation · $42,800

1 hour ago

Updated

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

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