Northmark — Sales & Consultancy

Command centre

Overview

A combined snapshot of sales and consultancy this quarter.

New leads

148

18%vs Q2

Open pipeline

€2.92M

9%38 open deals

Won revenue

€6.02M

24%YTD

Deals won

22

5this quarter

Calls booked

60

0%discovery

Win rate

68.8%

4pton closed

Last 12 weeks

Revenue & new leads

Won revenue (€k) New leads

Where it comes from

Lead sources

Top of funnel

Leads & Enquiries

Contacts and inbound enquiries in one place.

Name	Company	Source	Stage	Value	When

Deal flow

Pipeline

Every open deal, by stage. Cards are click-to-explain.

Synced 2 min ago

Closing

Deals & Proposals

Sent proposals and closing deals, with win-rate.

Won

22

Lost

10

Win rate

68.8%

Avg. deal

€273k

Deal / Proposal	Client	Value	Stage	Sent / Close	Status

Calendar

Bookings

Upcoming discovery calls, pitches and reviews.

This week

Week at a glance

Inbound engine

Content

Articles ranked by the leads they generate.

Article	Views	Leads	Lead rate	Attributed rev.	Published

Social proof

Reviews

What clients say after an engagement.

Team

Leaderboard

Consultants ranked by revenue this quarter.

#	Consultant	Deals	Revenue	Win rate

Insight

Analytics

Trend, conversion funnel and traffic sources.

Last 12 weeks

Enquiries trend

Weekly enquiries

Visitors → clients

Conversion funnel

This quarter

Traffic sources

Workspace

Settings

Workspace configuration.

Read-only in demo — changes are disabled.

Pipeline

Deal stages

Auto-advance on reply

Move a lead to "Contacted" when they reply

Weighted forecast

Weight open pipeline by stage probability

Stale-deal alerts

Flag deals with no activity for 14 days

Notifications

Delivery

Daily digest

Morning summary of new leads & bookings

08:00 CET

Proposal viewed

Alert when a client opens a proposal

Review requests

Auto-ask for a review after project close

Data

Sync & sources

CRM sync

Two-way sync with contacts & deals

Every 5 min

Analytics window

Rolling range for trend charts

Last 12 weeks

Currency

Display currency for all values

EUR (€)

Workspace

Team

Members

Consultants with pipeline access

6 active

Team quota (Q3)

Combined revenue target

€8.5M

Fiscal year

Reporting calendar

Jan–Dec