Sales Development & CRM Performance

Lead Generation, Pipeline Management & Customer Engagement

May 28, 2025 - Wednesday
Last updated: Today at 1:15 PM

Leads Generated

428

This Month

Target 500

Opportunities

142

Created This Month

Conversion Rate 33.2%

Pipeline Value

$1.82M

Current Opportunities

Target $2.5M

Engagement Rate

78.4%

Active Customers

Target 85%

SDR Performance Metrics

1,248
Outreach
24.8%
Connect Rate
18.3%
Qualification Rate
33.2%
Lead to Opp

Activity Breakdown

Calls
524
Emails
437
Social
187
Meetings
100

Top SDRs

Sarah Johnson
42 opportunities
+28.4%
above target
2
Michael Chen
38 opportunities
+18.7%
above target
3
David Wilson
35 opportunities
+12.3%
above target

Sales Pipeline Overview

Prospecting Closed Won
$273K
$364K
$455K
$400K
$328K
42
Prospecting
$273K
56
Qualified
$364K
70
Meeting
$455K
61
Proposal
$400K
54
Closed Won
$328K

CRM Health Metrics

Customer Retention

Last 90 days

92.7%
Engagement Rate
Active customers
78.4%
+3.2% from last month
Upsell/Cross-sell
Revenue generated
$324,850
18% of total revenue
Customer Satisfaction
CSAT Score
4.7/5.0
94% positive
Renewal Rate
Subscription renewals
89.3%
On track for 91%

Recent Activity

New lead qualified

TechCorp Inc. - $125K opportunity

Sarah Johnson • 15 min ago
Deal closed

Global Solutions - $84K subscription

Michael Chen • 1 hour ago
Contract renewal

DataTech Ltd. - 2-year renewal

Emily Rodriguez • 3 hours ago
Upsell opportunity

Enterprise Solutions - $62K expansion

David Wilson • 5 hours ago
At-risk customer

Cloud Innovations - Engagement dropped 42%

CRM Alert • 8 hours ago

Monthly Targets & Progress

428/500
Leads Generated
142/170
Opportunities Created
$1.24M/$1.5M
Revenue Closed
78.4%/85%
Customer Engagement