Operations
Sales & CRM
Pipeline · quotes · leads · cross-referenced with contracts
Pipeline value
€482K
+18%Open deals
28
+5Win Rate
38%
+3ppØ Sales cycle
22d
22 daysAI insights · 3 recommendations
- ⚠️Hot lead Wayne Enterprises · 14d inactive, re-engagement email recommended
- 3 deals in closing phase · Forecast update recommended before quarter end
- Acme Corp · Renewal · same contact person identified as cross-sell lead
Sales pipeline · Q2 2026
28 deals · €482K · 5 stages
Lead
12 deals
€164K
Qualified
9 Deals
€124K
Proposal
4 Deals
€98K
Negotiation
2 deals
€68K
Won (Q2)
1 deal
€28K ✓
Active deals
28 open · sorted by value
| Deal | Customer | Stage | Value | Owner | Close |
|---|---|---|---|---|---|
| DEA-001 | Wayne Enterprises | Negotiation | €42.000 | Peter | 15.05. |
| DEA-002 | Stark Industries | Negotiation | €26.000 | Peter | 22.05. |
| DEA-003 | Cyberdyne (Upsell) | Proposal | €38.000 | Tobias | 30.05. |
| DEA-004 | Globex (Cross-sell) | Proposal | €24.000 | Peter | 05.06. |
| DEA-005 | Massive Dynamic | Proposal | €22.000 | Tobias | 10.06. |
| DEA-006 | Soylent Corp | Qualified | €18.000 | Peter | 22.06. |
| DEA-007 | Initech (Renewal) | Qualified | €65.000 | Peter | 30.06. |
| DEA-008 | Acme (Q2 ✓) | Won | €28.000 | Peter | 15.04. ✓ |
Top performer Q2
Sales team
P
Peter Hartmann
7 deals · €248K
T
Tobias Klein
4 deals · €98K
Forecast Q2
Best case€295K
Most Likely€186K
Commit€124K
+24% vs. Plan
Cross-ref · Contracts
Won deals → automatically create contract
Every won deal is automatically created as new contract created in the Contracts module. Master data (partner, value, term) transferred, renewal reminder set. The AI links deal correspondence with the contract document in the DMS.