SYB Ascend — Sales Dashboard

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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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Activity History

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Contact Information

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Company Information

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Industry *

Employees

Revenue Range *

Company Location *

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Lead Source *

Priority *

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Website Sales Tracking

Website Sales Stage *

Website Package

Site Audit Done?

Proposal Sent?

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Activity Type *

Outcome

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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

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CSV Column	Maps to CRM Field	Sample Value

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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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Subject	Lead / Client	Priority	Status	Assigned	Created

Name	Email	Linked Lead	Created	Status

Analytics & Reports

Track performance, pipeline, and revenue

Conversion Funnel

Revenue Trend

Rep Leaderboard

Win Rate by Rep

Lead Source Performance

Activity Breakdown

Pipeline Value by Rep

Leads by Division

Activity Summary

Pipeline Stages

Color Reference

Click a stage's edit button to change its color.

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