Dashboard

Overview of your CRM system

Total Clients

50

Active Leads

20

In Progress

13

Pending Tasks

37

Sales Pipeline
50 Total
New Lead

7

14% of total
Contacted

13

26% of total
Proposal Sent

4

8% of total
Negotiation

9

18% of total
Won

10

20% of total
Lost

7

14% of total
Quick Stats
Conversion Rate
58.8%
Won Deals
10
Lost Deals
7
Overdue Tasks
5
Recent Clients
View All
Name Company Status Created
João Costa Serviços Express ME Proposal Sent 1 month ago
Sérgio Martins - Contacted 1 month ago
Mariana Araújo - Won 1 month ago
Elaine Rodrigues - Proposal Sent 1 month ago
Fernando Lima Mecânica Automotiva New Lead 1 month ago
Vinícius Almeida - Won 1 month ago
Carlos Santos Atacado do Sul Lost 1 month ago
Pedro Carvalho Consultoria Empresarial New Lead 1 month ago
Larissa Gomes - Contacted 1 month ago
Daniela Freitas - Negotiation 2 months ago
Tasks Today
View All

No tasks due today!

Overdue Tasks (5)
Enviar contrato para assinatura Sérgio Martins May 29
Marcar reunião com decisor Diego Torres May 29
Enviar material de apoio Mônica Ribeiro May 31
Negociar condições de pagamento Ricardo Alves May 31
Fazer pesquisa de satisfação Mariana Araújo May 31