Overview Dashboard

CRM / Overview
⚠️
Payment Reminder
15 client payments due within 7 days — total exposure $234,000
ℹ️
8 Quotations Awaiting Approval
Oldest pending quote is 12 days old — action recommended
🔴
3 Suppliers Flagged
QuickShip Logistics, Apex Raw Co., and MidTech parts have missed SLA thresholds
Total Clients
1,247
▲ 12.5% vs last month
Active Suppliers
389
▲ 8.2% vs last month
Pending Quotations
$2.4M
▲ 23.1% vs last month
Revenue YTD
$18.7M
▲ 15.8% vs last year
Win Rate
68.4%
▲ 5.2% improvement
Avg. Deal Size
$54.7K
▲ 11.4% vs last quarter
Revenue & Quotations Trend (6 Months)
Client Distribution
Top Item Categories by Sales
Recent Activity
DateClientTypeAmountStatusActions
2026-02-16Acme CorporationQuotation$45,230Pending
2026-02-15Tech Solutions Inc.Payment$12,500Received
2026-02-15Global EnterprisesQuotation$87,650Approved
2026-02-14Innovation LabsDocument—Uploaded
2026-02-14Metro ServicesQuotation$23,400Rejected
Total Clients
1,247
▲ 12.5% vs last month
Active Clients
1,089
▲ 5.3%
VIP Clients
87
▲ 18.2%
Avg. Client Value
$14.9K
▲ 9.7%
Churned (30d)
23
▼ 4.1% churn rate
New This Month
67
▲ 11.7%
Client Acquisition vs Churn (Monthly)
Clients by Industry
Revenue by Client Tier
Regional Distribution
Client Lifetime Value Distribution
Client Records
IDClient NameIndustryContactTotal ValueOrdersPayment ScoreStatusLast ActivityActions
#CL-1247Acme CorporationTechnologyjohn.doe@acme.com$245,89034
Active2026-02-16
#CL-1246Tech Solutions Inc.IT Servicessarah@techsol.com$189,34028
Active2026-02-15
#CL-1245Global EnterprisesManufacturingcontact@globalent.com$456,72061
VIP2026-02-15
#CL-1244Innovation LabsResearchinfo@innovlabs.com$98,56015
Active2026-02-14
#CL-1243Metro ServicesRetailadmin@metroserv.com$67,2309
Inactive2026-02-10
#CL-1242SkyBridge CorpLogisticsops@skybridge.com$312,10047
VIP2026-02-13
#CL-1241Vertex HoldingsFinancevx@vertex.com$134,50021
Active2026-02-12
Payment Due Agenda
ClientInvoice #Amount DueDue DateDays OverdueStatusActions
Acme CorporationINV-4521$34,2002026-02-180Upcoming
Metro ServicesINV-4490$12,8002026-02-107Overdue
Innovation LabsINV-4505$27,4002026-02-0710Critical
Vertex HoldingsINV-4532$9,5002026-02-200Upcoming
Total Suppliers
389
▲ 8.2% vs last quarter
Active Suppliers
342
▲ 4.1%
Total Spend YTD
$5.8M
▼ 3.5% cost savings
On-Time Delivery
94.2%
▲ 2.3% improvement
Avg. Lead Time
8.4 days
▼ 1.2 days vs last year
Flagged Suppliers
3
Needs Action
Monthly Spend by Category
Supplier Performance Radar
Spend Distribution by Category
On-Time Delivery Trend
Top 5 Suppliers by Spend
Supplier Directory
IDSupplier NameCategoryCountryTotal SpendOrdersAvg Lead (days)OTD RatePerformanceActions
#SUP-389TechParts Supply Co.ComponentsUSA$456,890826.298%Excellent
#SUP-388RawMat IndustriesRaw MaterialsGermany$789,2301159.195%Excellent
#SUP-387Global Equipment Ltd.EquipmentUK$234,5604414.388%Good
#SUP-386Service Plus Inc.ServicesUSA$123,450373.092%Good
#SUP-385QuickShip LogisticsServicesChina$98,7602918.771%Needs Review
#SUP-384Apex Raw Co.Raw MaterialsChina$67,0001821.465%Flagged
Recent Purchase Orders
PO NumberSupplierCategoryAmountIssuedExpectedStatusActions
PO-2026-0412TechParts Supply Co.Components$34,5002026-02-102026-02-17In Transit
PO-2026-0411RawMat IndustriesRaw Materials$89,2002026-02-082026-02-14Delivered
PO-2026-0410QuickShip LogisticsServices$12,4002026-02-012026-02-08Delayed
PO-2026-0409Global Equipment Ltd.Equipment$56,0002026-01-282026-02-18Pending
Total Quotations
156
+34 this month
Pending Value
$2.4M
▲ 23.1% vs last month
Approved Value
$5.9M
▲ 18.4%
Conversion Rate
68.4%
▲ 5.2% vs last quarter
Avg. Quote Value
$15.4K
▲ 12.8%
Avg. Approval Time
4.2 days
▼ 0.8 days faster
Quotation Pipeline — Volume & Value
Status Distribution
Top 5 Items Quoted
Conversion Rate by Month
Quote Value by Client
Quotation Records
Quote IDClientDateItemsTotal AmountDiscountNet AmountValid UntilStatusActions
#QT-156Acme Corporation2026-02-1612$47,6105%$45,2302026-03-16Pending
#QT-155Global Enterprises2026-02-158$92,2635%$87,6502026-03-15Approved
#QT-154Tech Solutions Inc.2026-02-1415$69,87810%$62,8902026-03-14Pending
#QT-153Metro Services2026-02-146$24,6325%$23,4002026-03-14Rejected
#QT-152Innovation Labs2026-02-1320$141,6425%$134,5602026-03-13Approved
#QT-151SkyBridge Corp2026-02-129$55,2638%$50,8422026-03-12Expired
Quotation Items Breakdown
ItemFamilyTimes QuotedTotal UnitsTotal ValueAvg. Unit PriceConversion %
Advanced Control ModuleElectronics48312$140,400$45074%
Precision Sensor ArrayElectronics35198$176,220$89068%
Industrial Servo MotorMechanical29145$181,250$1,25055%
Software License ProSoftware52624$186,576$29982%
Maintenance Service PkgServices2222$33,000$1,50059%
Total Items
2,847
+156 this quarter
Active Items
2,634
92.5% of catalog
Avg. Sale Price
$287
▲ 4.2% vs last year
Avg. Margin
38.4%
▲ 2.1%
Low Stock Alerts
47
Needs Reorder
Top Sellers (30d)
423
15% of catalog
Sales Volume by Item Over Time
Sales by Item Family
Margin by Category
Stock Levels by Family
Top 5 Revenue Items
Item Catalog
SKUItem NameFamilySubfamilySale PriceBuy PriceMarginStockLast SaleActions
ITM-2847Advanced Control ModuleElectronicsComponents$450$28037.8%In Stock2026-02-15
ITM-2846Precision Sensor ArrayElectronicsAssemblies$890$62030.3%In Stock2026-02-14
ITM-2845Industrial Servo MotorMechanicalComponents$1,250$85032.0%Low Stock2026-02-13
ITM-2844Software License — ProSoftwareLicenses$299$8970.2%Digital2026-02-16
ITM-2843Maintenance Service PkgServicesSupport$1,500$90040.0%Available2026-02-12
ITM-2842HV Power RelayElectricalComponents$340$19044.1%Out of Stock2026-02-08
ITM-2841Thermal Imaging CameraElectronicsAssemblies$3,200$2,10034.4%In Stock2026-02-11
Low Stock & Reorder Alerts
SKUItemFamilyCurrent StockReorder PointSuggested OrderPreferred SupplierActions
ITM-2845Industrial Servo MotorMechanical8 units20 units50 unitsTechParts Supply Co.
ITM-2842HV Power RelayElectrical0 units15 units60 unitsGlobal Equipment Ltd.
ITM-2839Signal Amplifier Mk2Electronics4 units10 units30 unitsTechParts Supply Co.
Total Revenue
$18.7M
▲ 15.8% YoY
Deals Closed
342
▲ 28.3% vs target
Avg. Deal Size
$54.7K
▲ 11.4%
Win Rate
68.4%
▲ 5.2%
Sales Cycle
18.3 days
▼ 2.4 days faster
Total Commission
$1.87M
10% avg rate
Revenue vs Target — Monthly Performance
Revenue by Region
Top Sales Representatives
Revenue by Product Family
Deal Stage Funnel
Recent Sales Transactions
DateClientSales RepProduct / ServiceAmountDiscountNetCommissionStatus
2026-02-16Acme CorporationJohn SmithEnterprise Package$131,5795%$125,000$12,500Closed
2026-02-15Tech Solutions Inc.Sarah JohnsonConsulting Services$75,00010%$67,500$6,750Closed
2026-02-15Global EnterprisesMike DavisProfessional Services$89,2000%$89,200$8,920Closed
2026-02-14Innovation LabsJohn SmithSoftware License$38,66710%$34,800$3,480Closed
2026-02-13Metro ServicesSarah JohnsonSupport Package$50,66710%$45,600$4,560Closed
2026-02-12SkyBridge CorpLisa WongControl Systems$164,0005%$155,800$15,580Closed
2026-02-11Vertex HoldingsMike DavisAnalytics Suite$44,0000%$44,000$4,400Pending
Sales Rep Leaderboard
RankSales RepDealsRevenueQuotaQuota AttainmentAvg Deal SizeWin Rate
🥇 1John Smith98$5.2M$4.8M
108%		$53.1K72%
🥈 2Sarah Johnson87$4.7M$4.5M
104%		$54.0K69%
🥉 3Mike Davis76$4.1M$4.2M
97%		$53.9K66%
4Lisa Wong68$3.4M$3.8M
89%		$50.0K61%
5Tom Blake52$2.8M$3.5M
80%		$53.8K58%
Total Contacts
3,892
+234 this quarter
Active Contacts
2,456
63.1% engagement rate
Avg. Contact Value
$4.8K
▲ 7.3% vs last year
Response Rate
87.2%
▲ 12.1%
Decision Makers
892
22.9% of contacts
Campaign Reach
2,140
last campaign
Contact Engagement Over Time
Contacts by Type
Engagement Level Distribution
New Contacts by Month
Contact Value by Company
High-Value Contacts
NameCompanyRoleEmailPhoneTypeEngagementLast ContactActions
John DoeAcme CorporationCEOjohn.doe@acme.com+1 555-0101Decision MakerHigh2026-02-16
Sarah WilliamsTech Solutions Inc.CTOsarah@techsol.com+1 555-0102Decision MakerHigh2026-02-15
Michael ChenGlobal EnterprisesVP Operationsmchen@globalent.com+1 555-0103InfluencerMedium2026-02-14
Amy PatelSkyBridge CorpProcurement Dir.amy@skybridge.com+1 555-0104Decision MakerHigh2026-02-13
Rob TurnerVertex HoldingsFinance Managerrturner@vertex.com+1 555-0105InfluencerLow2026-01-28
Lucia ReyesInnovation LabsR&D Directorlreyes@innovlabs.com+1 555-0106End UserMedium2026-02-10
Communication Campaign Log
CampaignDateTarget ListSentOpenedRespondedOpen RateStatus
Q1 Product Launch2026-02-10VIP Clients3122488779.5%Completed
Renewal Reminder2026-02-05Expiring Contracts145984467.6%Completed
New Feature Announce2026-01-28All Active2140153041271.5%Completed
Win-Back Campaign2026-01-15Inactive Clients158621839.2%Completed
Total Documents
1,568
+89 this month
Storage Used
45.2 GB
of 100 GB total
Recent Uploads
89
this month
Shared Documents
423
27% of total
Pending Signatures
14
Awaiting Action
Expiring Soon
8
Within 30 Days
Document Uploads Over Time
Documents by Type
Storage Usage by Category
Documents per Client (Top 5)
Activity — Views & Downloads
Recent Documents
Document NameTypeClient / SupplierSizeTagsUploaded ByUploadedStatusActions
Contract_Acme_2026.pdfContractAcme Corporation2.4 MBLegalJohn Smith2026-02-16Pending Signature
Invoice_2026_0456.pdfInvoiceTech Solutions Inc.186 KBFinanceSarah Johnson2026-02-15Signed
Proposal_GlobalEnt_Q1.docxProposalGlobal Enterprises1.8 MBSalesMike Davis2026-02-14Sent
ISO_Certificate_2026.pdfCertificateInternal890 KBComplianceAdmin2026-02-13Active
SLA_QuickShip_Review.docxReportQuickShip Logistics540 KBEscalationSarah Johnson2026-02-12Under Review
NDA_SkyBridge_2026.pdfContractSkyBridge Corp1.1 MBLegalLisa Wong2026-02-11Signed
Annual_Report_2025.pdfReportInternal8.7 MBFinanceAdmin2026-02-10Published
Expiring & Pending Documents
DocumentClient / SupplierTypeExpiry DateDays LeftAssigned ToActions
Service Agreement 2024Metro ServicesContract2026-03-0112 daysMike Davis
Insurance CertificateInternalCertificate2026-03-0516 daysAdmin
Supplier AgreementApex Raw Co.Contract2026-02-258 daysLisa Wong
NDA — Vertex HoldingsVertex HoldingsContract2026-03-1021 daysJohn Smith