Spring quarter

Sales overview

Search clients, stages, owners
AM

Booked revenue

$482K

+12.4%vs last month

Active accounts

1,284

+8.1%142 warmed

Win rate

42.8%

-2.3%needs care

Expansion MRR

$68.2K

+15.7%sunny stretch

Priority opportunities

Warm leads with a clear next step this week.

Quarter view
Client Stage Source Value Owner Status
BCBungalow Craft Co.42 seats · renewal in May
 Proposalsent Apr 18 Showroom referral $84,000 Harper Won •••
NVNorth Vista Studios18 seats · design team
 Negotiationlegal review Partner intro $51,500 Avery Warm •••
PLPalisade Living64 seats · multi-site
 Discoveryworkshop booked Inbound search $126,800 Mika New •••
OSOak Street Supply31 seats · expansion
 Pilotweek three Field event $39,400 June Steady •••
FMField & Maple22 seats · at risk
 Renewalpricing call due Customer success $28,750 Rowan Care •••
CRCanyon Room Retail47 seats · new region
 Demoscheduled Fri Newsletter $73,200 Harper Ready •••
HHHorizon Housewares12 seats · founder-led
 Qualificationbudget confirmed Community salon $18,900 Avery Nurture •••