Opportunity Tracking
Manage your sales pipeline and track opportunities to close
Total Pipeline Value
$487,500
+12% this month
Active Opportunities
34
+5 this week
Close Rate (This Month)
68%
+8% vs last month
Avg. Deal Size
$14,338
Steady
AI Pipeline Intelligence
Smart insights to help you close faster
At Risk
5 opportunities
Need immediate attention
Hot Leads
8 opportunities
Ready to close this week
Next Actions
12 tasks
Pending this week
Sales Pipeline
Total: $487,500 across 34 opportunities
Discovery
6
Value: $98,000
Custom Engagement Ring
Sarah Johnson
$12,500
Dec 20, 2024
35%
Anniversary Necklace
Michael Chen
$6,800
Dec 15, 2024
40%
Wedding Band Set
Emily Rodriguez
$8,400
Jan 10, 2025
30%
+3 more opportunities
Qualification
8
Value: $124,300
Diamond Bracelet
Patricia Lee
$15,200
Dec 18, 2024
45%
Pearl Earrings
Amanda Wilson
$4,900
Dec 22, 2024
50%
Sapphire Ring
Robert Thompson
$18,750
Dec 28, 2024
48%
+5 more opportunities
Proposal
7
Value: $142,800
Tennis Bracelet
Jennifer Martinez
$11,500
Dec 15, 2024
75%
Diamond Stud Earrings
Maria Garcia
$9,200
Dec 12, 2024
70%
Custom Wedding Set
David Park
$22,400
Dec 20, 2024
78%
+4 more opportunities
Negotiation
9
Value: $168,950
Platinum Band
Kevin Brown
$18,500
Dec 8, 2024
85%
Ruby Pendant
Lisa Anderson
$7,650
Dec 10, 2024
90%
Diamond Engagement Ring
Thomas Wright
$28,900
Dec 14, 2024
88%
+6 more opportunities
Closed Won
4
Value: $53,450
Diamond Bracelet
Michael Chen
$8,900
Nov 5, 2024
100%
Platinum Ring
Jennifer Martinez
$18,900
Oct 28, 2024
100%
+2 more closed deals
All Opportunities
| Client Name | Opportunity | Value | Stage | Probability | Expected Close | Store | Actions |
|---|---|---|---|---|---|---|---|
|
KB
Kevin Brown
kevin.b@email.com
|
Platinum Band
SKU: PLT-8921
|
$18,500 | Negotiation |
85%
|
Dec 8, 2024
Overdue
|
Manhattan |
|
|
JM
Jennifer Martinez
j.martinez@email.com
|
Tennis Bracelet
SKU: DBR-2847
|
$11,500 | Proposal |
75%
|
Dec 15, 2024
VIP Client
|
Manhattan |
|
|
RT
Robert Thompson
r.thompson@email.com
|
Sapphire Ring
SKU: SPR-4521
|
$18,750 | Qualification |
48%
|
Dec 28, 2024
On Track
|
Brooklyn |
|