Opportunity Status
21
Total
Open19
Won1
Lost1
Stale3
Pipeline Value by Stage
$93K
New Lead
$78K
Outreach
$204K
Discovery Booked
$105K
Audit
$465K
Proposal
$19K
Active Retainer
Total pipeline · $964K
Conversion Rate
50%
Win Rate
Won1
Lost1
Won revenue
$72K
Stage Distribution
New Lead
$93K
Outreach
$78K
Discovery Booked
$204K
Discovery Missed
—
Audit
$105K
Proposal
$465K
Closed Won
—
Onboarding
—
Active Retainer
$19K
At Risk
—
Churned
—
MRR Trend
$19K
Current MRR
+$19K since Nov
NovDecJanFebMarAprMay
Stale Deals
10d
301 W 53rd #22B — Midtown West listing ($1.8M)
Proposal
Alexa
8d
84 Franklin St — Tribeca loft listing ($5.2M)
Proposal
Demo
7d
145 Avenue C #3 — East Village listing ($1.4M)
Audit
Alexa
3 deals need attention
Rep Leaderboard
1
DA
Demo Admin
$634K
Pipeline value
2
ME
Marcus Ellison
$171K
Pipeline value
3
AR
Alexa Rowan
$159K
Pipeline value
4
PS
Priyanka Seth
$0
Pipeline value
Agent Jobs — Sales Director
✓
Buyer Pipeline Stale-Check
1 stale buyer (Bergman, 9 days since last touch)
2d ago
✓
Instagram DM Triage
14 new DMs sorted — 3 serious buyer inquiries, 11 general
2d ago
○
Past-Client Referral Watch
Fires weekly Monday — who might be ready to refer
Scheduled