Good morning, Sarah
Sunday, March 22, 2026
Total Revenue
$2.41M
+12.5%from last period
Deals Won
47
+8 vs last monthfrom last period
Avg Deal Size
$23.4K
-3.2%from last period
Win Rate
24.5%
+2.1%from last period
Revenue Trend
Deals by Stage
Recent Deals
| Company | Deal Name | Value | Stage | Owner | Close Date |
|---|---|---|---|---|---|
AT Apex Technologies | Apex Platform Expansion | $185,000 | Negotiation | Apr 15, 2025 | |
MH Meridian Health | Meridian Health Integration | $320,000 | Proposal | May 30, 2025 | |
N NovaPay | NovaPay API Platform | $75,000 | Qualified | Jun 30, 2025 | |
B BrightLearn | BrightLearn Pilot Program | $28,000 | Lead | Aug 15, 2025 | |
S ShieldGuard | ShieldGuard Security Suite | $142,000 | Closed Won | Mar 1, 2025 |
Top Performers
1st$560,000
SC
Sarah Chen
24 deals won
2nd$380,000
MR
Marcus Rivera
18 deals won
3rd$312,000
JO
James Okafor
16 deals won
Upcoming Tasks
Follow up with Alex Thompson on expansion timeline
Alex Thompson · Apex Platform Expansion
Prepare Meridian Health security review deck
Robert Huang · Meridian Health Integration
Schedule demo for PulseHR team
Chris Anderson · PulseHR Workforce Platform
New Contact
Add a new contact to your CRM
New Deal
Create a new deal in the pipeline
Log Activity
Record a call, email, or meeting