Dashboard
Pipeline overview
Companies
–
in the CRM
Open pipeline
–
potential value, open deals
Won this month
–
deals closed
Overdue follow-ups
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tasks past due
Pipeline by stage
Hottest open opportunities
My follow-ups
Recent activity
Needs attention
Open deals with no recent activity and no follow-up scheduled
Companies
Every company, contact and project HABI Controls is working with
Pipeline
Drag a card to move it to the next stage
Sales funnel
Tasks & follow-ups
Reminders to follow up on open projects
Assigned projects
Open and won deals you're responsible for following up on
Overview
Project sizes, wins, losses and delivery status — totals converted to DKK
Won deals
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–
Lost deals
–
–
Open pipeline
–
–
Incoming (30d)
–
–
Not yet delivered
–
–
Project started
–
–
Partially delivered
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Fully delivered
–
–
Not invoiced
–
–
Partially invoiced
–
–
Fully invoiced
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–
Won vs lost
Pipeline value by stage
Monthly won trend (last 6 months)
Delivery status (won deals)
Fully or partly delivered, independent of invoicing
Invoice status (won deals)
Fully or partly invoiced, independent of delivery
History
Pull key numbers over any date range — not just the last 6 months
Won
–
–
Lost
–
–
Win rate
–
won ÷ (won + lost)
Incoming
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–
Won value by month
New leads by month
Activity volume by month
Calls, emails, meetings and notes logged
Team
Accounts and roles