Dashboard

Overview of clients, open pipeline and recent sales activity.

Total clients

8

Active accounts in the CRM

Open deals

9

Lead · Qualified · Proposal

Won deals

2

Closed-won this period

Pipeline value

$539,000

Sum of open deal values

Recent deals

View pipeline

  • Advisory retainership — Bright

    Bright Finance · Jul 28, 2026, 3:10 PM

    Proposal$60,000

  • Warehouse IoT — Atlas

    Atlas Logistics · Jul 27, 2026, 1:45 PM

    Qualified$105,000

  • Seasonal campaign — Horizon

    Horizon Retail · Jul 26, 2026, 9:00 AM

    Lead$18,000

  • Risk dashboard — Bright Finance

    Bright Finance · Jul 25, 2026, 8:20 AM

    Proposal$92,000

  • Fleet analytics — Atlas

    Atlas Logistics · Jul 24, 2026, 4:40 PM

    Proposal$78,000

Recent activities

View timeline

  • Sent proposal to Bright Finance

    email · Sofia Lima · Jul 28, 2026, 11:30 AM

  • Discovery call with Ana Silva

    call · Sofia Lima · Jul 28, 2026, 9:00 AM

  • Warehouse IoT scoping

    note · Rafael Dias · Jul 27, 2026, 6:00 PM

  • Onsite demo — Atlas Logistics

    meeting · Rafael Dias · Jul 27, 2026, 3:00 PM

  • Follow-up with Pulse Health

    call · Marina Souza · Jul 26, 2026, 10:15 AM