Dashboard

SALES TOTAL NUMBER OF

$280,915

NUMBER OF OPPORTUNITIES BY S

Count

0 0.5 1 1.5 2 2.5

VALUE OF OPPORTUNITIES BY S

Total value

$0 $20,000 $40,000 $60,000 $80,000 $100,000 $120

7 People
7 Companies

Stage
F OPPORTUNITIES BY STAGE
Contract Sent
Qualified
Presentation Follow-up
Negotiation
Follow-up Negotiation
Contract Sent
Presentation
5 2 2.5 3 3.5
Qualified

Stage
OPPORTUNITIES BY STAGE
Contract Sent
Qualified
Presentation Follow-up
Negotiation
Follow-up Negotiation
Contract Sent
Presentation
00 $80,000 $100,000 $120,000 $140,000 $160,000
Qualified
 8 Opportunities

Count
1

Total value
$2,000

$32,999

$133,785

$100,000

$12,131
 People

Tag Name Company Work Email

Followup Thomas Liao ozerflex [email protected]

Hot Lillian Soto Fixfase [email protected]

Soon Violette Gatewood Namdrill [email protected]

Soon Mary Garcia Saltace [email protected]

Hot Cameron Lyle Moveplanet [email protected]

Followup Mildred Noriega Finware [email protected]

Upsale Melody Estes Dripelectronics [email protected]

Marketing Manager Potential Customer 562-391-2345 www.ozerflex.com

Sales Rep Potential Customer 562-391-2346 www.fixfase.com

Sales Operator Current Customer 562-391-2347 www.namdrill.com

Community Manager Other 562-391-2348 www.saltace.com

Designer Current Customer 562-391-2349 www.moveplanet.com

CEO Potential Customer 562-391-2350 www.finware.com

Executive Assistant Other 562-391-2351 www.driplectronics.com

224 Main St San Francisco 90567

543 Senwood St New York 90456

2430 Grand Corners Sucker Brook 28407

1275 Harvest Beacon Avenue Hills and Dales 33247

6329 Velvet Cloud Carrefour Nitta Yuma 74482

1903 Quiet Willow Field, Muenster Muenster 27760

3446 Jagged Walk, Platinum, Florida Platinum 34119

http://www.linkedin.com/search/fpsearch?type=people&keywords=Thomas Liao ozerflex&pplSearchOrigin=GLHD&pageKey=fps_results

http://www.linkedin.com/search/fpsearch?type=people&keywords=Lillian Soto Fixfase&pplSearchOrigin=GLHD&pageKey=fps_results

http://www.linkedin.com/search/fpsearch?type=people&keywords=Violette Gatewood Namdrill&pplSearchOrigin=GLHD&pageKey=fps_r

http://www.linkedin.com/search/fpsearch?type=people&keywords=Mary Garcia Saltace&pplSearchOrigin=GLHD&pageKey=fps_results

http://www.linkedin.com/search/fpsearch?type=people&keywords=Cameron Lyle Moveplanet&pplSearchOrigin=GLHD&pageKey=fps_res

http://www.linkedin.com/search/fpsearch?type=people&keywords=Mildred Noriega Finware&pplSearchOrigin=GLHD&pageKey=fps_resu

http://www.linkedin.com/search/fpsearch?type=people&keywords=Melody Estes Dripelectronics&pplSearchOrigin=GLHD&pageKey=fps_

Tag Company Name Contact Type Work Phone Email Domain

Followup ozerflex Potential Customer 562-391-2345 @ozerflex.com

Hot Fixfase Current Customer 562-391-2346 @fixfase.com

Soon Namdrill Potential Customer 562-391-2347 @namdrill.com

Soon Saltace Other 562-391-2348 @saltace.com

Hot Moveplanet Potential Customer 562-391-2349 @moveplanet.com

Followup Finware Potential Customer 562-391-2350 @finware.com

Upsale Dripelectronics Current Customer 562-391-2351 @driplectronics.com

www.ozerflex.com 224 Main St San Francisco 90567 US

www.fixfase.com 543 Senwood St New York 90456 US

www.namdrill.com 2430 Grand Corners Sucker Brook 28407 US

www.saltace.com 1275 Harvest Beacon Avenue Hills and Dales 33247 US

www.moveplanet.com 6329 Velvet Cloud Carrefour Nitta Yuma 74482 US

www.finware.com 1903 Quiet Willow Field, Muenster Muenster 27760 US

www.driplectronics.com 3446 Jagged Walk, Platinum, Florida Platinum 34119 US

https://www.linkedin.com/vsearch/c?type=companies&keywords=ozerflex&orig=GLHD&rsid=&pageKey=biz-overview-internal&trkInfo=

https://www.linkedin.com/vsearch/c?type=companies&keywords=Fixfase&orig=GLHD&rsid=&pageKey=biz-overview-internal&trkInfo=&

https://www.linkedin.com/vsearch/c?type=companies&keywords=Namdrill&orig=GLHD&rsid=&pageKey=biz-overview-internal&trkInfo=

https://www.linkedin.com/vsearch/c?type=companies&keywords=Saltace&orig=GLHD&rsid=&pageKey=biz-overview-internal&trkInfo=&

https://www.linkedin.com/vsearch/c?type=companies&keywords=Moveplanet&orig=GLHD&rsid=&pageKey=biz-overview-internal&trkIn

https://www.linkedin.com/vsearch/c?type=companies&keywords=Finware&orig=GLHD&rsid=&pageKey=biz-overview-internal&trkInfo=

https://www.linkedin.com/vsearch/c?type=companies&keywords=Dripelectronics&orig=GLHD&rsid=&pageKey=biz-overview-internal&tr
Assignee Description

Steve Holm

Robert Hendricks

Steve Holm

Robert Hendricks

Steve Holm

Steve Holm

Robert Hendricks
 Opportunities

Tag Name Company Stage Value

Plan Project ozerflex ozerflex Qualified $ 12,131

High Upcoming Sells Saltace Follow-up $ 3,000

Low Follow up Moveplanet Contract Sent $ 2,000

Estimate Upsale Saltace Follow-up $ 29,999

Followup Investment Namdrill Negotiation $ 10,101

Investment Ongoing Finware Presentation $ 100,000

Ongoing Contract with Fixfase Dripelectronics Negotiation $ 98,684

Hot/Strategic 2nd Sales Fixfase Negotiation $ 25,000

3/24/2015 30% Open None High Advertising

3/9/2015 20% Lost Competitor High Cold Call

3/26/2015 50% Open None High Advertising

3/27/2015 30% Open None Midium Email

4/13/2015 60% Open Competitor High Cold Call

5/6/2015 50% Won None High Advertising

7/16/2015 70% Lost Competitor Low Other

8/19/2015 30% Open Features High Cold Call

People / Company Opportunities

Contact Type Stage Status Source

ALL ALL ALL ALL

Potential Customer Qualified Open Advertising

Current Customer Follow-up Won Cold Call

Other Presentation Lost Email

Contract Sent Abandoned Other

Negotiation Negotiation
 Loss Reason

ALL

Competitor

Features

Price

None