CRM Pipeline Analysis Dashboard

The CRM Pipeline Analysis Overview dashboard provides the following insights:

1. Closed Deals Value: $931K.
2. Closed Deals: 348.
3. Leads: 3,000.
4. Conversion %: 11.6%.
5. Avg Closed Deal: $2,676.
6. Churned: 177.
7. Average Close Days: 63.
8. Closed Deal Value and Avg Closed Deal Value by Month and week:
9. February: $244.8K, March: $271.9K, April: $168.8K, May: $141.8K, showing variability with a peak in March.
10. Customer Status Pipeline:
11. 3.42K leads, with 2.38K opportunities, 1.11K qualified, and 600 new, indicating a significant drop-off rate.
12. Close Deals by Organization Size > Product:
13. Small: 58 deals, Medium: 56, Large: 4, Enterprise: 6, with SAAS leading at 58 close deals value.
14. Average of Close Duration and Deals by Agents:
15. Agents show varying performance, with the top agent closing 71 deals and an average duration of 52 days.
16. Closed Deals by Industry:
17. Transportation: 68 deals, Banking: 47, Government: 32, Energy: 10, Retail: 18, others ranging from 8 to 14.
18. Closed Deals by Countries:
19. Fluctuations across countries, with peaks and troughs in deal counts over time.

The dashboard is designed using Flexa Design, Flexa Tables, and Flexa Charts from Flexa Intel.