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#### CRM

##### Campaign Sent

## 0

##### Annual Profit

## $0k

##### Lead Conversation

## 0%

##### Daily Average Income

## $0

##### Annual Deals

## 0

#### Sales Forecast

Sort by: Nov 2021

#### Deal Type

Sort by: Monthly

#### Balance Overview

Sort by: Current Year

- #### $584k Revenue

- #### $497kExpenses

- #### 3.6%Profit Ratio

#### Deals Status

02 Nov 2021 to 31 Dec 2021

Name | Last Contacted | Sales Representative | Status | Deal Value
--- | --- | --- | --- | ---
Absternet LLC | Sep 20, 2021 | Donald Risher | Deal Won | $100.1K
Raitech Soft | Sep 23, 2021 | Sofia Cunha | Intro Call | $150K
William PVT | Sep 27, 2021 | Luis Rocha | Stuck | $78.18K
Loiusee LLP | Sep 30, 2021 | Vitoria Rodrigues | Deal Won | $180K
Apple Inc. | Sep 30, 2021 | Vitoria Rodrigues | New Lead | $78.9K

#### My Tasks

Settings
4 of 10 remaining

- Review and make sure nothing slips through cracks

  15 Sep, 2021

- Send meeting invites for sales upcampaign

  20 Sep, 2021

- Weekly closed sales won checking with sales team

  24 Sep, 2021

- Add notes that can be viewed from the individual view

  27 Sep, 2021

- Move stuff to another page

  27 Sep, 2021

- Styling wireframe design and documentation for velzon admin

  27 Sep, 2021

Show more...

#### Upcoming Activities

- ##### 25

  Tue

  ##### 12:00am - 03:30pm

  Meeting for campaign with sales team
  5

- ##### 20

  Wed

  ##### 02:00pm - 03:45pm

  Adding a new event with attachments
  3

- ##### 17

  Wed

  ##### 04:30pm - 07:15pm

  Create new project Bundling Product
  4

- ##### 12

  Tue

  ##### 10:30am - 01:15pm

  Weekly closed sales won checking with sales team
  9

Showing4 of 125 Results

- ←
- 1
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- →

#### Closing Deals

Deal Name | Sales Rep | Amount | Close Date
--- | --- | --- | ---
Acme Inc Install | Donald Risher | $96k | Today
Save lots Stores | Jansh Brown | $55.7k | 30 Dec 2021
William PVT | Ayaan Hudda | $102k | 25 Nov 2021
Raitech Soft | Julia William | $89.5k | 20 Sep 2021
Absternet LLC | Vitoria Rodrigues | $89.5k | 20 Sep 2021

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