Quotient CRM

Dashboard

Overview

Good day, Ellis.

Here's what's moving in your pipeline today.

Total Pipeline Value
$195,000
Across 4 open opportunities
Active Quotes
2
1 sent · 0 accepted · 1 draft
Conversion Rate
50%
Won vs. decided leads
Clients
3
Active in directory

Pipeline Distribution

Value across stages

Open pipeline
New· 1 lead
$48,000
Contacted· 1 lead
$18,500
Proposal Sent· 1 lead
$96,500
Won· 1 lead
$32,000
Lost· 1 lead
$7,400

Activity Log

Recent events

  1. Quote Q-2026-001 sent to Meridian Health.
    Feb 4, 2026
  2. New lead Warehouse Robotics Pilot added.
    Feb 3, 2026
  3. Automated QA Rollout moved to Won.
    Jan 30, 2026
  4. Note added on Patient Intake Portal.
    Jan 27, 2026
  5. Northwind Studios added to directory.
    Jan 15, 2026
View pipeline