Reports & Analytics
$4.2M
Pipeline Value
42
Active Opportunities
28
New Customers
76%
Conversion Rate
Sales Trend
Sales trend chart visualization
Pipeline by Stage
Pipeline stage distribution chart
Top Deals
| Opportunity Name | Customer | Value | Stage | Expected Close | Assigned To |
|---|---|---|---|---|---|
| Commercial Real Estate Loan | David Brown | $850,000 | Negotiation | May 30, 2023 | Sarah Johnson |
| Investment Property Mortgage | James Wilson | $750,000 | Closing | May 25, 2023 | Michael Roberts |
| Trust Services | James Wilson | $500,000 | Negotiation | June 15, 2023 | Jennifer Thompson |
| Retirement Planning | James Wilson | $250,000 | Qualified | July 5, 2023 | Sarah Johnson |
| Investment Portfolio Rebalance | Emily Chen | $150,000 | Proposal | June 10, 2023 | Jennifer Thompson |