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Demo: Lone Star Trades /
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Dashboard

Open the board

174 deals changed status between Jan 1, 2026 and Nov 15, 2026: $145,650 won, $187K likely still to close.

Opportunity status

Every deal in range, by where it ended up

174deals
New vs previous 319 days
174deals
  • Open11968%
  • Won3420%
  • Lost159%
  • Abandoned63%

Opportunity value

Dollar value by status

$689Ktotal value
New vs previous 319 days
  • Open$460K
  • Won$146K
  • Lost$61K
  • Abandoned$22.1K

Conversion rate

Share of deals in range that were won

Won revenue
$145,650
New vs previous 319 days
Win rate
▲ 19.5 pts vs previous 319 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

$145,650won
New vs previous 319 days
2026-07-20: $6,400 from 1 deal2026-07-25: $2,100 from 1 deal2026-08-08: $2,050 from 1 deal2026-08-12: $4,650 from 2 deals2026-08-16: $2,950 from 1 deal2026-08-17: $5,550 from 1 deal2026-08-19: $4,450 from 1 deal2026-08-22: $2,400 from 1 deal2026-08-30: $7,200 from 1 deal2026-09-02: $9,500 from 1 deal2026-09-06: $5,100 from 1 deal2026-09-09: $4,050 from 2 deals2026-09-16: $4,300 from 1 deal2026-09-19: $3,600 from 1 deal2026-09-21: $9,200 from 3 deals2026-09-30: $3,000 from 1 deal2026-10-04: $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 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
Jan 1Bars: each day's wins · line: running totalNov 15

Funnel

How far deals got, stage by stage

150entered the pipeline
  1. New lead150100%
  2. Contacted12583%83% →
  3. Meeting booked8859%70% →
  4. Proposal sent6443%73% →
  5. Negotiation4530%70% →

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

95open deals · $410K
95open
  • New lead20$86.5K
  • Contacted31$127K
  • Meeting booked20$87.5K
  • Proposal sent18$81K
  • Negotiation6$28K

Lead sources

Where deals came from and which ones close

  • Cold email54 deals · 30% won · $70.7K
  • Referral30 deals · 10% won · $12.8K
  • Cold call23 deals · 30% won · $31.6K
  • Google Ads22 deals · 9% won · $6.3K
  • Website form19 deals · 11% won · $7.6K
  • LinkedIn16 deals · 25% won · $16.8K
  • Workflow10 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
Needs won deals in both periods to compare
↑ ↓ to move↵ to openg then a letter jumps