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Customers and pipeline

The sales funnel, open opportunities and the sales team's schedule.

Sample data

Pipeline overview

Lead quality, open opportunities and conversion across the current sales cycle.

  • Pipeline value

    $284,500

    +11.9%

    $254,200 last month

  • Qualified lead rate

    28.4%

    -2.5 percentage points

    30.9% last month

  • Open opportunities

    42

    +7

    35 last month

  • Lead-to-deal rate

    18.1%

    +1.6 percentage points

    16.5% last month

Qualified lead flow

Leads the team qualified in each period.
Over the last 12 months the team qualified 501 leads. Best month: July 2026, with 58.
Chart data: Qualified lead flow
PeriodQualifiedCalls booked
November 20253411
December 20253817
January 20263111
February 20264716
March 20264214
April 20265120
May 20264418
June 20264016
July 20265824
August 20264620
September 20264313
October 2026 (in progress)2710

Period in progress

501 leads

Total qualified leads captured over the last 12 months.

Best month: July 2026, with 58

Discovery calls booked

190 meetings

38% of qualified leads booked a first call.

190 booked501 qualified

Upcoming meetings

Today, October 15 · 6 meetings
  1. 30 min

    Discovery call(Done)

    Phone call:Brisol Alimentos · Mariana Vargas

    LROwner: Lucía Ramírez
  2. 60 min

    Product demo(Done)

    Video call:Cantoral Logística · Jorge Alvarado

    DMOwner: Diego Mora
  3. 60 min

    Proposal reviewIn progress

    Video call:Hortalia Agroexport · Daniela Chaves

    MROwner: Mateo Rojas
  4. 45 min

    Contract negotiationStarts in 1 hour

    In person:Galvia Seguros · Ricardo Solano

    LROwner: Lucía Ramírez
  5. 30 min

    Follow-up call

    Phone call:Umbral Arquitectura · Pablo Guzmán

    VCOwner: Valeria Castro
  6. 45 min

    Product demo

    Video call:Heliora Solar · Sebastián Cruz

    SHOwner: Sofía Herrera

Monthly proposal goal

Ahead of pace

12 sent

Target: 18

67% of this month's proposal target reached.

Sent by owner

  • LR
    Lucía Ramírez
    4
  • DM
    Diego Mora
    3
  • VC
    Valeria Castro
    2
  • MR
    Mateo Rojas
    2
  • SH
    Sofía Herrera
    1
Expected by today: 96 to go · 11 working days left

Recent opportunities

Track qualified leads moving through discovery, proposal and negotiation.
Open opportunities in the sales pipeline
ID
Edit
OP-1842
Brisol AlimentosLicense expansion
LRLucía RamírezProposalHighOn track$6,400
in 2 weeks
OP-1841
Cantoral LogísticaInitial rollout
DMDiego MoraDiscoveryMediumOn hold$5,200
next month
OP-1840
Galvia SegurosAnnual renewal
LRLucía RamírezNegotiationHighNeeds review$14,800
in 6 days
OP-1839
Dalvia SaludPilot project
VCValeria CastroQualifiedMediumOn track$3,200
in 2 months
OP-1838
Hortalia AgroexportSupport contract
MRMateo RojasProposalMediumNeeds review$9,800
in 3 weeks
OP-1837
Almara TextilesSystems integration
SHSofía HerreraDiscoveryHighOn track$8,400
next month
OP-1836
Ferrandi ConstruccionesFramework agreement
DMDiego MoraNegotiationHighOn track$8,600
next week
OP-1835
Ivanta FarmacéuticaTeam training
LRLucía RamírezQualifiedLowOn hold$4,800
in 3 months
OP-1834
Quiriba TurismoInitial rollout
VCValeria CastroProposalMediumAt risk$4,500
in 2 weeks
OP-1833
Lumbra EnergíaNew site expansion
MRMateo RojasQualifiedMediumOn track$5,500
in 2 months

Viewing 10 of 42 opportunities

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Fictional people, companies and figures. None of it describes Agora Labs or any client.