Sales Dashboard

Pipeline health, who's converting, and whether marketing spend is actually turning into deals.

Open pipeline value

$13,600

6 active leads, not yet Won or Lost

Win rate

75%

3 Won of 4 decided (Won + Lost)

Campaign spend

$3,100

Across 5 logged campaigns

Realized revenue from campaigns

No campaign-attributed lead has closed Won yet

Pipeline by Stage

Where all 10 leads sit right now, by count and combined value

New

2 leads

Dana Ostrowski, Lena Fischer · $3,150 combined

Contacted

2 leads

Priya Shah, David Chen · $4,050 combined

Qualified

1 lead

Jordan Reyes · $4,800

Quote Sent

1 lead

Sarah Kim · $1,600

Won

3 leads

Marcus Webb, Renee Okafor, Tom Alvarez · $2,950 combined

Lost

1 lead

Omar Haddad · $1,400 · Reason: Price too high

Per-Rep Conversion

Win rate of decided deals (Won ÷ Won+Lost) — leads still open aren't counted either way

Alex K.

67%

2 Won, 1 Lost, 2 open · 5 leads

Tasha Lin

100%

1 Won, 0 Lost, 3 open · 5 leads

Only 1 deal decided so far

Campaign ROI

Shown as pipeline value, not realized ROI — nothing attributed to a campaign has closed Won yet

Google Ads — Local Print Search$850 spent

2 of 5 leads identifiable · $4,150 in open pipeline

Fall Trade Show$1,200 spent

2 of 3 leads identifiable · $4,800 in open pipeline

Facebook Local Business Boost$350 spent

1 of 2 leads identifiable · $850 in open pipeline

Referral Incentive Program$100 spent

1 of 2 leads identifiable · $2,200 in open pipeline

Direct Mail — Postcards$600 spent

Its only lead was Lost · $0 in open pipeline

Pattern Flagged

Direct Mail spent $600 and its one attributed lead (Omar Haddad, Pinnacle Fitness) was Lost on price — the only logged campaign with zero return so far. Worth pausing before repeating it, and comparing against Google Ads and Referral, both under $200 in eventual cost-per-lead terms.

Tasha Lin's 100% win rate is one decided deal, not a proven pattern yet — three of her five leads are still open. Revisit this once a few more close either way.