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Demo: Lone Star Trades /
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66 deals were created between Oct 17, 2026 and Nov 15, 2026: $12,350 won, $187K likely still to close.

Opportunity status

Every deal in range, by where it ended up

66deals
▲ 65% vs previous 30 days
66deals
  • Open6294%
  • Won35%
  • Lost12%
  • Abandoned00%

Opportunity value

Dollar value by status

$229Ktotal value
▲ 35.7% vs previous 30 days
  • Open$214K
  • Won$12.3K
  • Lost$2.9K
  • Abandoned$0

Conversion rate

Share of deals in range that were won

Won revenue
$12,350
▼ 64.6% vs previous 30 days
Win rate
▼ 15.5 pts vs previous 30 days

Weighted forecast

Open pipeline weighted by stage odds

$187Klikely to close

Every open deal's value times its stage's chance of closing, so a deal in Negotiation counts for more than a new lead.

$187K weighted$460K open pipeline

Won revenue

Deals marked won, day by day

$45,950won
▲ 17.8% vs previous 30 days
2026-10-21: $4,800 from 1 deal2026-10-25: $7,300 from 1 deal2026-10-27: $4,350 from 2 deals2026-11-01: $7,050 from 1 deal2026-11-04: $1,300 from 1 deal2026-11-10: $7,500 from 1 deal2026-11-13: $8,800 from 1 deal2026-11-15: $4,850 from 2 deals
Oct 17Bars: each day's wins · line: running totalNov 15

Funnel

How far deals got, stage by stage

51entered the pipeline
  1. New lead51100%
  2. Contacted4282%82% →
  3. Meeting booked2141%50% →
  4. Proposal sent510%24% →
  5. Negotiation36%60% →

Right column: how many made it from the stage above. The weakest step is where to work next.

Stage distribution

Where open deals sit right now

47open deals · $198K
47open
  • New lead9$32.6K
  • Contacted21$86.2K
  • Meeting booked15$70.8K
  • Proposal sent2$8.3K
  • Negotiation0$0

Lead sources

Where deals came from and which ones close

  • Cold email18 deals · 0% won · $0
  • Workflow10 deals · 0% won · $0
  • Referral9 deals · 0% won · $0
  • Website form8 deals · 0% won · $0
  • LinkedIn7 deals · 14% won · $7.5K
  • Google Ads7 deals · 0% won · $0
  • Cold call7 deals · 29% won · $4.8K

Stalled deals

Open deals stuck in one stage 14+ days

Time to close

Average days from created to won

27days from new deal to won
▼ 7.5% vs previous 30 days
↑ ↓ to move↵ to openg then a letter jumps