Sit Means Sit

CRM Dashboard

Pipeline · Leads · Revenue

Last 30 days

vs. prior 30 days · Live (Winsor AI)

Revenue

$20,406

69.9%vs prior period

Leads

51

51.4%from all sources

Closed Won

11

47.6%opportunities won

Avg Deal Value

$1,855

42.6%revenue / won

Revenue trend

Daily trend across the period

Revenue

Pipeline

Opportunities by stage

  • Contact attempted44
  • Closed Lost38
  • Abandoned35
  • Review Requested23 · $52,345
  • Send Lead To Akron18
  • Consult Delivered16
  • Puppy Training In Progress7 · $1,393
  • Training Scheduled6 · $15,020
  • Contacted5
  • Training In Progress5 · $13,330
  • Needs Scheduled3 · $6,285
  • Puppy Training Scheduled2 · $199
  • New Lead2
  • Consult Reschedule1
  • Sent To Other Locations1
  • Training Completed1 · $995

Closed Won contacts

Customers who closed during this period

ContactDogDateValue
Ryan Conrad—2026-10-27$4,490
David Gendek—2026-10-27$3,090
McKenna Kessler—2026-10-07$2,755
Kelson Dearth—2026-10-27$2,495
Kimberly Montagnese from—2026-10-15$2,195
Showing 1–5 of 12
1 / 3

Lead sources

Where opportunities are coming from (opportunity source + tags)

  • Google16 · 59.3%
  • Forms Submitted10 · 37.0%
  • Organic1 · 3.7%

Contacts by tag

Distribution of contacts across attribution tags

Google1659.3%
Forms Submitted1037.0%
Organic13.7%

New Leads

Contacts tagged "new lead" in this period

34 total
34125.9% of contacts
ContactDate
Olivia2026-10-29
Wanda2026-10-27
Carlie2026-10-27
MIKE2026-10-26
bob2026-10-23
Samaya2026-10-23
Madison2026-10-23
Nora2026-10-23
Showing 1–8 of 34
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