Coastal Cares

3330 leads in your pipeline

Analytics

Last 30 Days

Total Pipeline

$436K

102 active leads

Won Revenue

$135K

38 closed deals

Avg Deal Size

$4K

across valued leads

Win Rate

100%

38W / 0L

Pipeline Split: New vs. Recurring

Recurring = cross-sell opportunities with existing clients

New Business

New client acquisition

Active Pipeline$324K
Active Leads51
Won Revenue$95K
Won Deals22
Closed Leads22
Total Leads73
Recurring / Cross-Sell

Existing clients (Aspire “Issue”)

Active Pipeline$112K
Active Leads51
Won Revenue$40K
Won Deals16
Closed Leads16
Total Leads67

Lead Category Breakdown

Retention · Advocacy · Acquisition

Retention
Total0
Won0
Advocacy
Total0
Won0
Acquisition
Total0
Won0

Leads by Source

Total leads, won deals and won revenue per source

Issue
67 leads16 won$40K
Goodie Bag
2 leads1 won$7K
Cold Call
1 lead0 won—

Total Leads

140

Deals Closed

38

Won Revenue

$135K

Revenue in Pipeline

$436K

Lead Category Breakdown

Past 30 Days · Retention · Advocacy · Acquisition

Retention
Total0
Won0
Advocacy
Total0
Won0
Acquisition
Total0
Won0

Care Clients — A & B Breakdown

Past 30 Days · Care leads only

A
Tier A
In Pipeline0
Closed (Won)0
B
Tier B
In Pipeline0
Closed (Won)0

Won Revenue Over Time

Sep 12Sep 17Sep 22Sep 27Oct 2Oct 7Oct 12015K30K45K60K
Won Revenue
Active Pipeline

Period Comparison

PeriodLeadsDeals ClosedClose RateWon RevenueActive Pipeline
Oct 1200———
Oct 11100%—$2K
Oct 10200%—$1K
Oct 97114%$2K$40K
Oct 85120%$95$4K
Oct 7300%—$18K
Oct 66117%$5K$7K
Oct 54125%$95$3K
Oct 400———
Oct 300———
Oct 27114%—$23K
Oct 19556%$3K$16K
Sep 302150%$60$11K
Sep 298450%$41K$24K
Sep 288338%$9K$10K
Sep 2700———
Sep 2600———
Sep 2513538%$7K$46K
Sep 247114%$2K$8K
Sep 238113%—$41K
Sep 2210660%$19K$3K
Sep 21600%—$26K
Sep 2000———
Sep 19100%—$5K
Sep 186350%$335$16K
Sep 17500%—$58K
Sep 16500%—$9K
Sep 15400%—$16K
Sep 1413431%$47K$46K
Sep 1300———
Sep 1200———