Commercial CRM Hub

Sales & campaigns · Sample data, nothing is saved.

Commercial CRM Hub Project Cockpit Weekly Reporting

Commercial CRM HubSharePoint · Sales

Search …LH

Pipeline value

$578,800

11 open deals

Won 2026

$368,800

5 deals closed

Avg. deal size

$52,618

Overdue follow-ups

needs attention

New4

$124k

$48,000TB

SocialMeta

Follow-up tomorrowP-2041

$36,500MS

VideoPinterest

Follow-up 2 days agoP-2042

$12,000TB

Follow-up in 4 daysP-2043

$27,800JW

Audio

Follow-up in 7 daysP-2044

Pitch3

$197k

$92,000LH

SocialVideoDisplay

Follow-up in 2 daysP-2035

$64,000MS

MetaPinterestSnapchat

Follow-up yesterdayP-2036

$41,200JW

DisplaySocial

Follow-up in 9 daysP-2037

Proposal4

$257k

$58,400LH

MetaDisplay

Follow-up in 3 daysP-2028

$132,000JW

SocialMetaPinterest

Follow-up 4 days agoP-2029

$44,900MS

AudioDisplay

Follow-up in 6 daysP-2030

$22,000TB

SnapchatSocial

Follow-up in 12 daysP-2031

Won5

$369k

$118,000LH

VideoSocial

Follow-up in 3 weeksP-1994

$39,000MS

Follow-up in 2 weeksP-2003

$86,500JW

SocialMetaDisplay

Follow-up in 4 weeksP-2008

$54,000LH

AudioDisplay

Follow-up in 6 weeksP-2015

$71,300JW

MetaVideo

Follow-up in 10 daysP-2020

Lost2

$57k

$31,000TB

Display

Follow-up 3 weeks agoP-2011

$26,400MS

SocialMeta

Follow-up 5 weeks agoP-2024

Runs in the customer tenant · data in SharePoint listsInteractive demo · fictional data

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Roles

Sales, key accounts, leadership

Data storage

DealsActivitiesCampaignsDealFilesMarkets

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