CRM Workspace
Revenue pulse
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Workspace live
Net New
$320k
Target 62%
Win Rate
38%
Goal 45%
Avg Cycle
28d
Down 3d
Churn Risk
4.2%
3 accounts
Pipeline mix
Q2 view
Inbound
$520k
Outbound
$380k
Partner
$260k
Expansion
$90k
Deal watchlist
Needs attention
Umbrella Health
Renewal · R. Patel
$280k
At Risk
Globex Industries
Negotiation · M. Diaz
$420k
Monitor
Stark Systems
Evaluation · J. Park
$510k
Healthy
Next actions
Today + tomorrow
Send pricing follow-up
Globex · Due today
Prep renewal deck
Umbrella · Due tomorrow
Confirm stakeholders
Stark · Due Fri
Team activity
Last 48 hours
Call logged with Globex
2h ago · Renewal risk flagged
Pricing sent to Umbrella
Yesterday · 12% discount
Demo scheduled with Stark
Tomorrow · 2:30 PM
AI Insights
Forecast gap
Need $180k to hit target. Focus on 3 late-stage deals.
Priority
Renewal risk spike
Usage drop >10% in 2 accounts. Trigger check-ins.
Health
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