Dashboard

Revenue Intelligence

Track ROI, forecast revenue, and understand deal performance

Revenue trending up
18.3%

$284,000

Across 18 active leads

42%

$47,000

4 deals this month

22.5%

$12,000

Estimated MRR

35%

23.5x

$2,000/mo subscription

12.3%

$118

14 meetings booked

8.7%

$415

4 deals closed

Revenue Over Time
Monthly cumulative revenue
SepOctNovDecJanFebMar
Pipeline Value by Stage
Where the money sits in your pipeline
Qualified
$82.0k
Proposal Drafted
$48.0k
Outreach Sent
$56.0k
Replied
$42.0k
Meeting Booked
$56.0k
Revenue by Niche
$47k
Med Spa30%
HVAC23%
Dental17%
Insurance13%
Real Estate10%
Other7%
Deal Size Distribution
3
$0-3k
5
$3-5k
7
$5-8k
4
$8-12k
2
$12-20k
1
$20k+
Time to Close
Average days to close by niche
Marketing
14 days
SaaS
18 days
E-commerce
21 days
Consulting
25 days
Healthcare
32 days
Finance
38 days
Close Rate Trend
Percentage of outreach that converts to closed deals
Current: 18.4%
SepOctNovDecJanFebMar
Closed Deals
6 total
CompanyDeal SizeNicheDaysChannelClosed
Glow Aesthetics
$15,000
Med Spa
12dCold Email2026-03-15
ComfortPro HVAC
$12,000
HVAC
18dCold Email2026-03-10
Bright Smile Dental
$8,500
Dental
14dLinkedIn DM2026-03-05
Shield Insurance Group
$11,500
Insurance
22dCold Email2026-02-20
HomeFirst Realty
$6,500
Real Estate
10dLinkedIn DM2026-02-12
Summit Advisory
$5,500
Consulting
8dVideo Loom2026-01-28
Revenue Forecast
Projected revenue based on current pipeline
Next 30 Days
4 deals

$56.0k

72%

Confidence level

Next 60 Days
7 deals

$98.0k

58%

Confidence level

Next 90 Days
11 deals

$142.0k

45%

Confidence level