Booked Meetings
Track and manage your sales pipeline meetings
Total Meetings
0
This period
+12% from last month
Closed Won
0
Deals closed
+8% from last month
Closed Lost
0
Deals lost
-5% from last month
Win Rate
0%
Conversion rate
+3% from last month
Meetings Over Time
Meeting Status
Meeting Source
All Meetings
| Contact | Company | Title | Status | Date | Source | Actions | |
|---|---|---|---|---|---|---|---|
MC |
Mason Clark
mclark@greenfieldhealth.org
|
Greenfield Health Network | Director of Operations | Set | Dec 28, 2025 | Cold Calling |
|
AB |
Anthony Brown
abrown@redwoodcap.com
|
Redwood Capital | Risk Manager | Rescheduling | Dec 27, 2025 |
|
|
AB |
Andrew Brooks
abrooks@apexsolutions.com
|
Apex Solutions | VP of Sales | Closed Won | Dec 24, 2025 | Cold Calling |
|
KC |
Kai Carter
k.carter@techcorp.io
|
TechCorp Industries | CTO | Set | Dec 23, 2025 |
|
Meetings by Seniority
41 TotalSeniority Distribution
Meetings by Month
20251
Jan
1
Feb
2
Mar
5
Apr
3
May
1
Jun
0
Jul
1
Aug
3
Sep
5
Oct
0
Nov
0
Dec
$16,000
Total Pipeline Value
56
Total Meetings
$285
Avg. per Meeting
Pipeline by Status
| Meeting Status | Count | Total Amount | Distribution |
|---|---|---|---|
| Set | 46 | $0 | |
| Rescheduling | 5 | $0 | |
| Closed Won | 4 | $16,000 | |
| Closed Lost | 1 | $0 | |
| Qualified | 0 | $0 | |
| Opportunity | 0 | $0 | |
| Contract Sent | 0 | $0 |
Meetings by Source & Month
| Meeting Source | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cold Calling | 1 | 1 | 2 | 8 | 11 | 6 | 2 | 4 | 3 | 7 | 6 | 4 | 55 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 1 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Referral | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Inbound - Phone | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Inbound - Email | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Event | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |