Total Customers
128
+12% from last month
Active Opportunities
45
+5% from last month
Pipeline Value
$2.4M
-3% from last month
Upcoming Tasks
23
+8% from last week
Recent Customers
- JJohn Smith
ABC Corp — Added on 2023-03-14
Active - SSarah Johnson
XYZ Inc — Added on 2023-03-13
Active - MMichael Brown
Acme Ltd — Added on 2023-03-12
Inactive
Upcoming Tasks
- Call with John Smith
Scheduled for 2023-03-15 10:00 AM
Call - Meeting with XYZ Inc
Scheduled for 2023-03-16 2:00 PM
Meeting - Prepare proposal for Acme Ltd
Scheduled for 2023-03-17
Task
Active Opportunities
Business Loan - ABC Corp
60%
Stage: Proposal
Value: $250,000
Credit Line - XYZ Inc
80%
Stage: Negotiation
Value: $100,000
Equipment Financing - Acme Ltd
40%
Stage: Qualification
Value: $75,000