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Demo: Lone Star Trades /
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60 deals changed status between Nov 1, 2026 and Nov 15, 2026: $29,500 won, $187K likely still to close.

Opportunity status

Every deal in range, by where it ended up

60deals
▲ 233.3% vs previous 15 days
60deals
  • Open4982%
  • Won610%
  • Lost47%
  • Abandoned12%

Opportunity value

Dollar value by status

$203Ktotal value
▲ 145% vs previous 15 days
  • Open$156K
  • Won$29.5K
  • Lost$9.8K
  • Abandoned$7.3K

Conversion rate

Share of deals in range that were won

Won revenue
$29,500
▲ 79.3% vs previous 15 days
Win rate
▼ 12.2 pts vs previous 15 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

$29,500won
▲ 79.3% vs previous 15 days
2026-11-01: $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
Nov 1Bars: each day's wins · line: running totalNov 15

Funnel

How far deals got, stage by stage

46entered the pipeline
  1. New lead46100%
  2. Contacted3985%85% →
  3. Meeting booked2248%56% →
  4. Proposal sent715%32% →
  5. Negotiation715%100% →

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

35open deals · $143K
35open
  • New lead6$24.5K
  • Contacted15$56.1K
  • Meeting booked14$62.8K
  • Proposal sent0$0
  • Negotiation0$0

Lead sources

Where deals came from and which ones close

  • Cold email15 deals · 7% won · $1.3K
  • Workflow10 deals · 0% won · $0
  • Website form8 deals · 0% won · $0
  • Referral8 deals · 13% won · $8.8K
  • Cold call7 deals · 43% won · $11.9K
  • LinkedIn6 deals · 17% won · $7.5K
  • Google Ads6 deals · 0% won · $0

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
▲ 5.4% vs previous 15 days
↑ ↓ to move↵ to openg then a letter jumps