Pipeline
Opportunities
Accounts
Refreshed: just now
Auto refresh: On
Schedule report
V1 Sales
YTD · Jan 1 – today, 2026 · source: Opportunities (901109373903)
Closed won YTD
$486K
▲ 18% vs '25
Active pipeline
$312K
37 open opps
Win rate
61%
22 won / 14 lost
Avg deal size
$22K
won deals
Avg sales cycle
41d
discovery → close
Pipeline funnel — discovery to won
↓ 67% advance
↓ 58% advance
↓ converts to won
Won vs lost
Won 61%
Lost 39%
Top products proposed YTD
Accounts needing attention
Hope Children's Home
last touch 3d ago · in proposal
Follow up
Cedar Ridge Church
last touch 38d ago · in discovery
Stale
Northgate Ministries
lost · budget pulled, revisit Q3
Nurture
Valley Outreach
lost · went with competitor
Do not contact