Total Leads
—
in pipeline
Active Pipeline
—
est. value, open stages
Weighted Value
—
probability-adjusted
Overdue Follow-ups
—
pipeline + vendors
Win Rate
—
won ÷ (won + lost)
Pipeline by Stage
Overdue & Due Today
No overdue items.
Prospect Pipeline & Lead Tracker
Maxine and Garth share this view · Update Stage and Next Action Date as opportunities progress
| # | Company | Contact | Sector | Stage | Owner | Est. Value | Prob. | Weighted | Next Action Date | Days | Next Action |
|---|
Vendor Registration & Supplier Database Tracker
Vendor list registrations are KeyMax's gateway to public sector and corporate procurement
| # | Entity / Vendor List | Category | Status | Date Submitted | Ref # | Docs | Client Contact | Contact Details | Next Action | Next Action Date | Days | Owner | Notes |
|---|
Tip: Click Edit to update status, add a reference number, mark docs submitted, and log next actions.
Reference Lists
These values populate CRM dropdowns. Probability is auto-applied to leads at each stage.