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Sample dashboard · data anonymized
VX
Vexo Technologies — Sales Team Dashboard
Salesforce CRM data · Quota attainment · Pipeline · Q1 2026
Salesforce connected
Q1 closed revenue
$1.24M
↑ 103% of quota
Open pipeline
$3.8M
↑ +$420k vs last mo
Win rate
28.4%
⚠ -2.1pp vs Q4
Avg deal size
$48,200
↑ +$3,800 vs Q4
Rep quota attainment — Q1
Closed revenue vs individual quota
KP
K. Patterson
128%
MO
M. Oyelaran
114%
SL
S. Larsson
96%
AR
A. Rodriguez
82%
TN
T. Nakamura
71%
BW
B. Walsh
54%
Closed won by month
Q1 2026
Avg sales cycle
42 days
Avg touches to close
8.4
Lost to "no decision"
31%
Top open opportunities
Highest value pipeline
Meridian Health Sys.
K. Patterson · Apr 15
$320k
Proposal
Cascade Financial
M. Oyelaran · Apr 28
$240k
Negotiation
Redstone Logistics
S. Larsson · May 10
$180k
Discovery
Apex Capital Group
K. Patterson · May 20
$165k
Proposal
Pipeline by stage
Current open deals
Discovery 24
Proposal 18
Negotiation 9
Contract 7
AI sales alerts
Salesforce + AI analysis
B. Walsh is at 54% quota with 2 days left in Q1. 3 stalled deals need manager engagement today.
Meridian Health ($320k) has gone dark for 8 days. Last activity was a proposal email — no response.
Win rate for deals with a demo in week 1 is 41% vs 19% without. Push early demos in Q2.