SmartLink Basics

Dashboard

Manager View · Q1 2026
SM
Pipeline Value
$341,500
12% vs last month
Conversion Rate
10%
3% vs last month
Activities This Week
8
8 more than last week
Avg. Velocity
8 days
2 days faster
Pipeline by StageView Board →
Lead
Discovery
Proposal
Negotiation
Closed
Deals
Value ($K)
Deal VelocityAvg 8 days to close
Lead → Discovery
3d
Discovery → Proposal
4d
Proposal → Negotiation
4d
Negotiation → Close
3d
Total avg. cycle14 days
Team PerformanceFull View →
RepDealsValueWin RateQuota
JT
Jake Torres
3$148,00038%
148%
MC
Mia Chen
2$80,00042%
80%
DB
Darius Brown
2$56,50030%
71%
LK
Lena Kowalski
2$50,00028%
63%
SO
Sam Okafor
1$22,00033%
24%
Recent ActivityView All →
Jake Torres called Robert Chen at Apex Industries
2 hours ago · 25 min
Mia Chen had virtual meeting with Lisa Park at Vertex Corp
3 hours ago · 45 min
Darius Brown met in-person with Anna Walsh at Meridian LLC
5 hours ago · 60 min
Lena Kowalski called Marcus Johnson at Horizon Health
Yesterday · 20 min
Sam Okafor had virtual meeting with Tom Reeves at Pinnacle Mfg
Yesterday · 40 min

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