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

Discovery
18
$148K
↓ 67% advance
Proposal
12
$132K
↓ 58% advance
Opportunity
7
$98K
↓ converts to won
Closed won
22
$486K

Won vs lost

Won 61% Lost 39%

Top products proposed YTD

Won $ by rep

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