Executive Overview

Key performance metrics and business insights

$1,046,058K
Total Pipeline Value
+12.3%
$287,341
Closed Won MTD
78% of target
47.2%
Win Rate
📈
142
Active Opportunities
35
Hot Leads
ACTION NEEDED
8
Deals at Risk
URGENT

Revenue vs Target

Pipeline by Stage

Lead Source Performance

Geographic Distribution

Top 10 Opportunities

Company Contact Value Stage Probability

Sales Pipeline

Visual pipeline management and deal tracking

Pipeline Coverage: 0x
Average Deal Velocity: 0 days
At-Risk Deals: 0

New

0

Contacted

0

Qualified

0

Proposal

0

Negotiation

0

Closed Won

0

Advanced Lead Management

AI-powered lead management with predictive scoring and automated enrichment

All Leads

Company Primary Contact Email Phone AI Score Status Value Last Contact Actions

Sales Rep Performance

Individual performance metrics and analytics

Quota Attainment

Performance Trends

AI Insights & Predictive Analytics

Machine learning powered insights and revenue predictions

$2.3M
Q1 2026 AI Forecast
95% Confidence
285
Hot Leads (Score >85)
+23% from last month
12
Deals at Risk
Immediate attention needed
47.2%
ML-Predicted Win Rate
98% Historical Accuracy

Revenue Forecast with Confidence Intervals

Lead Score Distribution & Conversion Probability

Machine Learning Models Status

Lead Scoring Model

Predicts lead quality based on 47 features

Accuracy: 94.2% Last Updated: 2 hours ago

Churn Prediction Model

Identifies customers at risk of churning

Precision: 89.7% Last Updated: 4 hours ago

Deal Velocity Model

Estimates time to close for opportunities

Training in progress... ETA: 15 minutes

AI Recommendations

High Priority Action

TechCorp Solutions deal ($500K) shows 87% close probability but hasn't been contacted in 7 days. Immediate follow-up recommended.

Opportunity Enhancement

3 leads in the Northeast territory show similar behavior patterns to recently won deals. Consider prioritizing outreach.

Performance Insight

Your win rate has improved 12% this quarter. The AI model suggests focusing on mid-market segments for continued growth.

Automation Center

Visual workflow builder and intelligent automation

Active Automations

High-Value Lead Alert

Trigger: Lead score > 85 | Action: Notify sales manager + Create task

Triggered: 23 times this week Success rate: 94%

Follow-up Reminder

Trigger: No activity for 7 days | Action: Send email + Schedule task

Triggered: 41 times this week Success rate: 87%

Deal Escalation

Trigger: Deal value > $500K + Stage: Negotiation | Action: Escalate to VP

Triggered: 8 times this week Success rate: 100%

Workflow Templates

New Lead Processing

Automatically assign territory, calculate lead score, and notify appropriate rep

Email Sequence

Multi-touch email campaign based on lead behavior and engagement

Meeting Scheduler

Automatically schedule follow-up meetings based on lead qualification

Win Celebration

Notify team, update CRM, and trigger customer onboarding when deal closes

Automation Performance

Time Saved by Automation

Collaboration Hub

Team collaboration, gamification, and performance tracking

Team Leaderboard

1
JS

John Smith

124% quota attainment

Top Performer Deal Closer
2,450 pts
2
SJ

Sarah Johnson

105% quota attainment

Rising Star
2,150 pts
3
MB

Michael Brown

95% quota attainment

Consistent
1,890 pts

Active Challenges

Hot Streak Challenge

Close 5 deals in a row

3 of 5 completed

Weekly Warrior

Make 50+ calls this week

42 of 50 completed

Meeting Master

Schedule 10 demos this month

7 of 10 completed

Team Activity Feed

John Smith closed a $450K deal with TechCorp Solutions! 🎉

2 minutes ago

Sarah Johnson scheduled a demo with Global Networks Inc

15 minutes ago

Michael Brown qualified a high-value lead ($200K potential)

1 hour ago

Team Milestone: Reached 95% of quarterly target!

2 hours ago

Telecom Analytics

Product analysis, technical insights & competitive intelligence

10G PON Fiber Access

38%
Market Interest
23 Active Deals

400G DWDM Transport

27%
Market Interest
18 Active Deals

WiFi 6/7 Solutions

22%
Market Interest
15 Active Deals

Cloud Edge Orchestration

13%
Market Interest
8 Active Deals

Technical Feasibility Status

127
Completed
68%
34
In Progress
18%
18
Pending
10%
9
Not Feasible
4%

ROI Analysis by Project

Project CapEx ($M) OpEx ($M) Total Investment Expected Revenue ROI % Payback Months Actions

Lost To Competitors

Deals lost in last 12 months
Adtran
12 deals Avg: $890K
27%
Calix
18 deals Avg: $780K
40%
Nokia
8 deals Avg: $1.2M
18%
Ciena
6 deals Avg: $1.5M
15%

Won Against Competitors

Victories in last 12 months
Legacy Systems
28 deals Avg: $650K
39%
vs Calix
22 deals Avg: $890K
31%
vs Adtran
15 deals Avg: $780K
21%
vs Nokia
11 deals Avg: $1.1M
15%

Network Infrastructure Requirements

Fiber to Home (FTTH)
45%
64 deals
Fiber to Building (FTTB)
28%
40 deals
Wireless Backhaul
17%
24 deals
Hybrid Solutions
10%
14 deals

Technical Win Factors

Why customers choose our solutions
Superior Technology
34%
Better Pricing
28%
Faster Deployment
22%
Better Support
16%

Marketing ROI

Campaign performance, lead source analysis & attribution

Active Campaign Performance

Campaign Type Budget Spent Leads Opps Revenue ROI % Cost/Lead Status Actions
Fall Fiber Promotion $25,000 $23,500 287 +12% 89 $456,800 1,947% $81.71 Active
LinkedIn ABM Q4 $35,000 $31,200 195 +8% 67 $389,200 1,247% $160.00 Active
FTTH Summit 2025 Event $75,000 $68,900 142 +2% 52 $287,600 417% $485.21 Completed
Webinar Series Q4 Webinar $18,000 $15,600 122 +15% 44 $298,700 1,914% $127.87 Active

Marketing Conversion Funnel

Click on any stage to drill down
1,000
Total Leads
100%
456
Marketing Qualified Leads
45.6%
45.6% conversion
287
Sales Qualified Leads
28.7%
62.9% from MQL
142
Opportunities
14.2%
49.5% from SQL
34
Closed Won
3.4%
23.9% from Opps

Lead Source ROI Comparison

Click on any source to filter leads
Referrals
209.4%
98 leads → 31 won $523,400 revenue
🏆 BEST ROI
Website
36.5%
287 leads → 34 won $456,780 revenue
LinkedIn
20.6%
195 leads → 28 won $389,200 revenue
Cold Outreach
20.1%
156 leads → 12 won $187,600 revenue
Webinars
19.1%
122 leads → 19 won $298,700 revenue
Trade Shows
6.4%
142 leads → 19 won $287,600 revenue
⚠️ NEEDS ATTENTION

Channel Effectiveness Analysis

Channel Leads Conversion % Avg Deal Size Sales Cycle (days) Quality Score Effectiveness Score
Referrals 98 31.6% $16,887 42
95
A+
Website 287 11.8% $13,434 58
78
A
LinkedIn 195 14.4% $13,900 65
82
B+
Webinars 122 15.6% $15,721 52
85
B+
Cold Outreach 156 7.7% $15,633 89
65
B-
Trade Shows 142 13.4% $15,137 95
58
C+

Monthly Revenue Attribution by Campaign

Customer Intelligence

Market insights and customer analytics

Industry Segmentation

Company Size Distribution

Deal Size by Segment

Market Penetration