Dashboard

Number of Opprtunities by Stage

Sales $505,915
Contract Sent 1
Follow-up 2
Negotiation 2
Total #People 7
Presentation 1
Qualified 2

Total #Companies 7

Total #Opportunities 8

Value of Opprtunities by Stage

Contract Sent $2,000
Follow-up $32,999
Negotiation $260,101
Presentation $100,000
Qualified $110,815
 # Opportunity by stages
2.5
Contract Sent Follow-up
2
Negotiation Presentation
1.5 Qualified
1
0.5
0

$ Opportunity by stage
$300,000
$250,000 Contract Sent Follow-up
$200,000 Negotiation Presentation
Qualified
$150,000
$100,000
$50,000
$0
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 People

Name Company Work Email Title Contact Type

Thomas Liao ozerflex thomas@ozerflex.com Marketing Manager Potential Customer
Lillian Soto Fixfase lillian@fixfase.com Sales Rep Potential Customer
Violette GatewoodNamdrill violette@namdrill.com Sales Operator Current Customer
Mary Garcia Saltace mary@saltace.com Community Manager Other
Cameron Lyle Moveplanet cameron@moveplanet.com Designer Current Customer
Mildred Noriega Finware mildred@finware.com CEO Potential Customer
Melody Estes Dripelectronics melody@driplectronics.com Exective Assistant Other
Work Phone Work Website Address City Zip
562-391-2345 www.ozerflex.com 224 Main st San Francisco 90567
562-391-2346 www.fixfase.com 543 Senwood st New York 90456
562-391-2347 www.namdrill.com 2430 Grand CorneSucker Brook 28407
562-391-2348 www.saltace.com 1275 Harvest BeaHills and Dales 33247
562-391-2349 www.moveplanet.com 6329 Velvet CloudNitta Yuma 74482
562-391-2350 www.finware.com 1903 Quiet WillowMuenster 27760
562-391-2351 www.driplectronics.com 3446 Jagged Walk,
Platinum 34119
Linkedin Tags Description
http://www.linkedin. followup
http://www.linkedin.c hot
http://www.linkedin. soon
http://www.linkedin. soon
http://www.linkedin. hot
http://www.linkedin. followup
http://www.linkedin. upsale
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 Companies

Name Contact Type Work Phone Email Domain Work Website Address
ozerflex Potential Custome562-391-2345 @ozerflex.com www.ozerflex.com224 Main st
Fixfase Current Customer562-391-2346 @fixfase.com www.fixfase.com 543 Senwood st
Namdrill Potential Custome562-391-2347 @namdrill.com www.namdrill.com2430 Grand Corne
Saltace Other 562-391-2348 @saltace.com www.saltace.com 1275 Harvest Bea
Moveplanet Potential Custome562-391-2349 @moveplanet.comwww.moveplanet.com
6329 Velvet Cloud
Finware Potential Custome562-391-2350 @finware.com www.finware.com 1903 Quiet Willow
Dripelectronics Current Customer562-391-2351 @driplectronics.c www.driplectronics.com
3446 Jagged Walk,
City Zip Country Linkedin Assignee Tags
San Francisco 90567 US https://www.link Steve Holm followup
New York 90456 US https://www.link Robert Hendricks hot
Sucker Brook 28407 US https://www.link Steve Holm soon
Hills and Dales 33247 US https://www.link Robert Hendricks soon
Nitta Yuma 74482 US https://www.link Steve Holm hot
Muenster 27760 US https://www.link Steve Holm followup
Platinum 34119 US https://www.link Robert Hendricks upsale
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Description
 Opportunities

Name Company Stage Value Close Date Win %

Project ozerflex ozerflex Qualified $12,131 3/24/2015 30%
Upcoming Sells fixfase Follow-up $3,000 3/9/2015 20%
Follow up tile Contract Sent $2,000 3/26/2015 50%
Upsale ozbone Follow-up $29,999 3/27/2015 30%
Investment airzone Negotiation $10,101 4/13/2015 60%
Ongoing pollar Presentation $100,000 5/6/2015 50%
Contract with Fixfase differential Qualified $98,684 7/16/2015 70%
2nd Sales Price Corp Negotiation 250000 8/19/2015 30%
Status Loss Reason Priority Source Tags
Open None High Advertising plan
Lost Competitor High Cold Call high
Open None High Advertising low
Open None Midium Email estinamte
Open Competitor High Cold Call followup
Won None High Advertising investment
Lost Competitor Low Other ongoing
Open Features High Cold Call hot, strategic
Description
****** DO NOT EDIT COLUMN A-K ******
Opportunities

Opportunities
Ongoing pollar Presentation 100000 5/6/2015
0.5 Won None High Advertising
 Filter Options

Stage ALL
investment

Status Won

Loss Reason ALL

Source ALL
People / Company Opportunities
Contact Type Stage Status Source Loss Reason
ALL ALL ALL ALL ALL
Potential Customer Qualified Open Advertising Competitor
Current Customer Follow-up Won Cold Call Features
Other Presentation Lost Email Price
Contract Sent Abandoned Other None
Negotiation