Financials
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Revenue · YTD
Weighted Pipeline
open opps × POS%
Pending Quotes
Draft + Sent
Forecast
vs. $1,000,000
Avg Time in Pipeline
days from Lead to Signed
Lead → Quoted
conversion %
Quoted → Signed
conversion %
A/R Outstanding
unpaid invoices
Pipeline by Status
| Status | Count | Contract $ | POS % | Weighted $ |
|---|---|---|---|---|
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Forecast Model Sync
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When connected, the CRM rewrites the model's Jobs & Cash and Pipeline
tabs on every sync. The rest of the model (Assumptions, Monthly P&L, etc.)
is yours to edit — the sync never touches those.
Lead Sources
conversion + $ by channel · all-time| Source | Leads | Quoted+ | Won | Conv % | $ Booked | $ / lead |
|---|---|---|---|---|---|---|
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