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Demo: Lone Star Trades /
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38 deals were created between Oct 1, 2026 and Oct 31, 2026: $33,850 won, $187K likely still to close.

Opportunity status

Every deal in range, by where it ended up

38deals
▲ 18.8% vs previous 31 days
38deals
  • Open2566%
  • Won821%
  • Lost411%
  • Abandoned13%

Opportunity value

Dollar value by status

$164Ktotal value
▲ 24.9% vs previous 31 days
  • Open$106K
  • Won$33.9K
  • Lost$16.6K
  • Abandoned$7.3K

Conversion rate

Share of deals in range that were won

Won revenue
$33,850
▼ 7.5% vs previous 31 days
Win rate
▼ 0.8 pts vs previous 31 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

$39,650won
▲ 2.3% vs previous 31 days
2026-10-04: $7,350 from 1 deal2026-10-08: $10,700 from 1 deal2026-10-09: $1,300 from 1 deal2026-10-14: $3,850 from 1 deal2026-10-21: $4,800 from 1 deal2026-10-25: $7,300 from 1 deal2026-10-27: $4,350 from 2 deals
Oct 1Bars: each day's wins · line: running totalOct 31

Funnel

How far deals got, stage by stage

32entered the pipeline
  1. New lead32100%
  2. Contacted2888%88% →
  3. Meeting booked1959%68% →
  4. Proposal sent1650%84% →
  5. Negotiation1134%69% →

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

19open deals · $82.7K
19open
  • New lead3$8.2K
  • Contacted7$32.5K
  • Meeting booked2$9.8K
  • Proposal sent5$19.4K
  • Negotiation2$12.7K

Lead sources

Where deals came from and which ones close

  • Cold email11 deals · 18% won · $4K
  • Referral11 deals · 9% won · $8.8K
  • Cold call6 deals · 67% won · $13.5K
  • Google Ads4 deals · 0% won · $0
  • LinkedIn3 deals · 33% won · $7.5K
  • Website form3 deals · 0% won · $0

Stalled deals

Open deals stuck in one stage 14+ days

Time to close

Average days from created to won

28days from new deal to won
▼ 4.8% vs previous 31 days
↑ ↓ to move↵ to openg then a letter jumps