Welcome, Jason Lee
Nextbits Corporation with Professional membership
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CRM Dashboard - BZComposer Web
CRM Dashboard Lead Board Deals Pipeline Client History
Field Customization Opportunities (today)
CRM Dashboard
Proposed upgrade of the CRM Analysis Report — customizable, live, and click-through.
Live, updates automatically
Opportunity Value · This Quarter
$182,400
+18% vs last quarter
Weighted (by AI win %)
$96,850
A realistic view, not just a hopeful total
Customers
214
+12 this month
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Contacts
356
+9 this month
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Opportunities
6
+2 this month
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Opportunity Value
$182.4k
+18% vs last qtr
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Open Cases
9
-3 vs last week
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Open Tasks
14
steady
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Technicians
5
unchanged
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Dispatch Jobs
3
+1 today
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Monthly Revenue Goal $42,000 of $50,000 · 84%
Revenue & Team Performance
Revenue Trend
Monthly, last 6 months
Jan
Feb
Mar
Apr
May
Jun
Revenue by Lead Source
Website
$88,400
Referral
$58,200
Google Ads
$26,100
Cold Outreach
$9,700
Top Performing Reps
  • 1PSPriya S.$64,200
  • 2TWTara W.$48,900
  • 3MJMarc J.$36,500
  • 4SRSam R.$32,800
Opportunity Stage Analysis
StageTotalAmount
Discovery2$18,200
Proposal Sent2$36,000
Negotiation1$28,000
Won1$46,200
Case Status Analysis
StatusTotal
Open6
In Progress3
Closed11