SALES PIPELINE

PIPELINE
DASHBOARD

Visual sales pipeline with drag-and-drop functionality and revenue forecasting to track every opportunity from cold lead to closed deal.

Active Prospects
6
In pipeline
Total Pipeline Value
$16,000,000
Weighted: $8,690,000
Average Deal Size
$2,666,667
Per opportunity
Deals Won
0
$0 total value

Revenue Forecast

Weighted pipeline value based on probability of closing

$8,690,000
Expected revenue from current pipeline
Conversion Rate
0.0%

Sales Pipeline

Drag and drop prospects between stages to update their status

Cold
1 prospects
$150,000
Remington & Vernick Engineers
Michael Vernick
Engineering
Value:$1,500,000
Probability:10%
Weighted:$150,000
Last contact: 2/5/2026
Warm
2 prospects
$1,050,000
Voith & Mactavish Architects
Thomas Voith
Architecture
Value:$2,500,000
Probability:30%
Weighted:$750,000
Last contact: 2/10/2026
Firstrust Bank
Richard Green
Mortgage Lender
Value:$1,200,000
Probability:25%
Weighted:$300,000
Last contact: 2/12/2026
Hot
1 prospects
$2,100,000
Cecil Baker + Partners
Cecil Baker
Architecture
Value:$3,500,000
Probability:60%
Weighted:$2,100,000
Last contact: 2/15/2026
Qualified
1 prospects
$3,150,000
Liberty Property Trust
William Hankowsky
Commercial Developer
Value:$4,500,000
Probability:70%
Weighted:$3,150,000
Last contact: 2/16/2026
Proposal
1 prospects
$2,240,000
The Michaels Organization
John O'Donnell
Real Estate Developer
Value:$2,800,000
Probability:80%
Weighted:$2,240,000
Last contact: 2/17/2026
Won
0 prospects
$0
Lost
0 prospects
$0

Conversion Funnel

1
17%
Cold
2
33%
Warm
1
17%
Hot
1
17%
Qualified
1
17%
Proposal
0
0%
Won