SYB Ascend — Sales Dashboard

SA

SYB Ascend

Internal · Sales CRM

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Total Leads

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All active prospects

High Priority

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Needs immediate action

Open Pipeline

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Weighted value

Won Deals

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Closed revenue

Total Quoted

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Proposals & negotiations

Pipeline by Stage

Leads by Source

Priority Distribution

Top Industries

Recent Leads

Lead	Company	Industry	Revenue	Stage	Priority	Source

	#	Lead	Company	Location	Revenue	Employees	Stage	Division	Last Contact	Priority	Score	Deal ($)	Source	Assigned To

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Company

Pipeline

Sales

Activity History

Documents

Notes

Uploaded Files

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Contact Information

First Name *

Last Name *

Job Title

Email *

Direct Phone

Mobile

LinkedIn URL

Company Information

Company *

Website

Industry *

Employees

Revenue Range *

Company Location *

Pipeline

Stage *

Division *

Lead Source *

Priority *

Owner

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Website Sales Tracking

Website Sales Stage *

Website Package

Site Audit Done?

Proposal Sent?

Notes

Lead *

Activity Type *

Outcome

Next Follow-up Date

Notes

Starter Site

$800–$1,200

Revenue <$1M · 1–19 employees · 3–5 pages

Custom design
Mobile responsive
Basic SEO
Contact form
Google Analytics
AI Chat Bot + Booking

2–3 weeks $100/mo

Most Popular

Growth Site

$1,500–$2,000

Revenue $1M–$10M · 10–99 employees · 5–8 pages

Everything in Starter
Blog/news section
Social integration
Lead capture forms
CRM integration

3–5 weeks $150–$200/mo

Pro Site

$2,500–$3,500

Revenue $10M–$50M · 50–249 employees · 10–20 pages

Everything in Growth
Advanced animations
Video integration
E-commerce ready
Monthly reporting

5–8 weeks $200–$300/mo

Enterprise

$5,000+

Revenue $50M+ · 250+ employees · 20+ pages

Full custom build
Multiple sub-sites
API integrations
Staff portal
Dedicated PM

8–16 weeks $500–$750+/mo

Custom / TBD

Quote-based

Scope determined after discovery

Scope dependent
Quote after discovery

Timeline TBD Maintenance TBD

Lead Qualification Guide

Qualifier	Ideal Score	Strong Signal	Weak Signal	Disqualify
Revenue Range	High	$10M–$500M	$1M–$10M	<$500K
Employee Count	High	50–499	10–49 or 500+	<5
Website Quality	Medium	Outdated 3+ yrs	Basic/template	No website
Decision Maker	High	C-Suite/President	VP/Director	Below VP
Industry Fit	High	Construction, Finance, Mfg	Services, Retail	Non-profit <$1M

1

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Map Fields

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Review & Import

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Supports .csv files up to 10MB

Map CSV Columns to CRM Fields

CSV Column	Maps to CRM Field	Sample Value

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leads ready to import

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Preview (first 5 leads)

Import History

Total

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Sent

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Viewed

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Signed

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Pending

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Title	Type	Lead / Client	Status	Sent	Signed	Created	Actions

Total

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Active

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Completed

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Total Value

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Project Name	Division	Lead / Client	Status	Package	Value	Due Date	Milestones	Actions

Total Invoiced

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Total Paid

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Outstanding

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Overdue

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Invoice #	Client / Lead	Amount	Status	Due Date	Paid Date

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Open

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In Progress

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Resolved

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Urgent

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Subject	Lead / Client	Priority	Status	Assigned	Created

Name	Email	Linked Lead	Created	Status

Leaderboard — Leads by Rep

Pipeline by Rep

Lead Source Performance

Activity Summary

Pipeline Stages

Color Reference

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