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Diya Trivedi
Diya Trivedibuild a crm
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Analytics & Insights
Sales Performance Reports
Gain a complete view of your sales pipeline, team performance, and revenue trends. Use filters to drill into any time range or segment.
Updated just now
Total Revenue₹48.2L+12.4% vs last period
Deals Closed187+8.1% vs last period
Conversion Rate24.6%-1.2% vs last period
Avg Deal Size₹25,775+5.7% vs last period
Quick Filters
All Stages
Year-to-Date
+18.4%
Total Revenue
₹0
₹94.2KThis Week
₹312KThis Month
+5.2%
Conversion Rate
0.0%
847Leads In
294Converted
-3.1%
Avg Deal Size
₹0.0K
₹92KLargest Deal
₹41KSmallest Deal
+9.7%
Win Rate
0.0%
182Deals Won
115Deals Lost
Pipeline Stage Analysis
Deal distribution across all pipeline stages — toggle between deal count and total value.
Deal Count
Deal Value
Total Deals385
Pipeline Value₹9.96M
Win Rate7.3%
Avg. Deal Size₹40K
Lead Intelligence
Lead Source Breakdown
Distribution of inbound leads by acquisition channel
1,000 Total Leads
0Total Leads
Website34834.8%
Referral24724.7%
Event18918.9%
Cold Call14314.3%
Social737.3%
Top SourceWebsite34.8% share
Fastest GrowthSocialvs last quarter↑ +41%
Avg per Source200leads / source
New This Month127across all sources↑ +18%
Sales Rep Performance
Individual rep metrics — deals closed, revenue, and conversion rate
10 Reps
# | Rep Name | Deals Closed | Revenue Generated | Conversion Rate | Avg Deal Size |
|---|---|---|---|---|---|
| 1 | PS Priya SharmaSenior Account Executive | 47 | ₹1.28M | 68% | ₹27.3K/deal |
| 2 | RM Rahul MehtaAccount Executive | 39 | ₹987.2K | 61% | ₹25.3K/deal |
| 3 | AD Anita DesaiSales Development Rep | 34 | ₹823.4K | 57% | ₹24.2K/deal |
| 4 | VN Vikram NairAccount Executive | 31 | ₹745.8K | 54% | ₹24.1K/deal |
| 5 | SP Sneha PatelSenior Sales Rep | 28 | ₹612.3K | 49% | ₹21.9K/deal |
Showing 1–5 of 10 reps
Rows:
Conversion Funnel
Sales Pipeline Conversion
Track lead progression through each stage — hover bars to reveal conversion details
Overall Conversion10.2%
Total Leads
1,240 deals
59.9% conversion — Lead → Qualified
Qualified
743 deals
42.8% conversion — Qualified → Negotiation
Negotiation
318 deals
39.9% conversion — Negotiation → Closed
Closed Won
127 deals
Leads (Top of Funnel)
Qualified (Mid Funnel)
Negotiation (Late Stage)
Closed Won (Converted)
Overall Close Rate
10.2%
+1.4% vs last period
Avg Deal Cycle
34days
-3 days vs last period
Deals Closed Won
127deals
+18 vs last period
Pipeline Leakage
89.8%
-2.1% vs last period
Trend Analysis
Revenue over time — daily granularity
May 1Daily viewMay 14
Total Revenue₹832K↓ 4.5% vs prev
Avg per Period₹59K
Peak Revenue₹80K
Export & Share Reports
Download, share, or schedule automated delivery of your sales reports to keep your team aligned.
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