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Core BI Revenue Operations Control Centre

A fictional UK B2B service company · data as at Monday 19 October 2026. This is a simulation, not Microsoft Power BI — production dashboards are delivered in Power BI.

Open pipeline£660k35 deals · weighted £247k
New leads this month2890 in selected period
Lead response time2.1 hrsMedian · average 3.5 hrs · 7 unanswered
Lead conversion rate25.6%23 of 90 leads converted
Won revenue£141k7 deals closed won in period
Tasks completed129Completed in selected period
Est. admin time saved61.9 hrsEstimate: successful runs × minutes per task
Automation runs331 / 8Succeeded / failed in period
Open pipeline by stage

Total deal value (GBP) in each open stage

Lead conversion trend

Leads created and converted to deals, by month (last 6 months)

Leads createdConverted to deal
Leads by source

Leads in the selected period; hover for conversion rate

Follow-up performance by salesperson

Tasks completed on time or late in the period, and currently overdue

Completed on timeCompleted lateOverdue now

Tip: click a bar to filter by that stage, source or salesperson. Open pipeline and stalled deals are a snapshot as at 19 Oct 2026; the date filter applies to leads, won revenue, tasks and automation runs. Time-saved estimate uses fixed minutes per successful run (e.g. lead routing 7 min, daily briefing 25 min).

Stalled opportunities

8 records
IDDealValueIdleOwner
Highmoor Accountants — Data & reporting project£83,75028 daysEmily Fraser
Riverbank Accountants — Outsourced finance£30,75029 daysHannah Price
Copperfield Partners — Managed IT support£24,00015 daysAmelia Hart
Cobalt Lane Digital — Website rebuild£19,50034 daysRyan McAllister
Larkspur Digital — Helpdesk expansion£16,75020 daysEmily Fraser
Marlow Point Consulting — Cloud backup£16,00015 daysJames Whitaker
Juniper Recruitment — Managed IT support£11,75033 daysMarcus Doyle
Quayside Legal — Cloud backup£10,00025 daysRyan McAllister

Overdue follow-ups

21 records
IDTaskDueOverdueOwner
Email follow-up — Highmoor Creative8 Oct 202611 daysAisha Rahman
Email follow-up — Juniper Recruitment9 Oct 202610 daysMarcus Doyle
Email follow-up — Lindale Advisory9 Oct 202610 daysCharlotte Reid
Call to follow up — Ironbridge Talent10 Oct 20269 daysMarcus Doyle
Book next meeting — Emberlight Networks11 Oct 20268 daysTom Gallagher
Email follow-up — Oakridge Cloud Services12 Oct 20267 daysPriya Shah
Email follow-up — Juniper Partners13 Oct 20266 daysEmily Fraser
Book next meeting — Calder Cloud Services14 Oct 20265 daysBen Holloway
Book next meeting — Riverbank Accountants14 Oct 20265 daysHannah Price
Email follow-up — Pennine Digital14 Oct 20265 daysPriya Shah
Call to follow up — Maya Morgan, Brightwater Talent15 Oct 20264 daysOliver Bennett
Internal deal review — Thameside Talent15 Oct 20264 daysRyan McAllister
Email follow-up — Lewis Kerr, Brightwater Recruitment15 Oct 20263 daysAmelia Hart
Call to follow up — Imran Hughes, Pennine Digital16 Oct 20263 daysPriya Shah
Email follow-up — Bluebell Accountants16 Oct 20263 daysJames Whitaker
Call to follow up — Ella Doherty, Calder Accountants17 Oct 20262 daysAmelia Hart
Email follow-up — Marlow Point Consulting17 Oct 20262 daysJames Whitaker
Chase proposal response — Tidewell Accountants17 Oct 20262 daysRyan McAllister
Call to follow up — Brightwater Digital18 Oct 20261 daysBen Holloway
Email follow-up — Brightwater Talent18 Oct 20261 daysOliver Bennett
Chase proposal response — Northgate Accountants18 Oct 20261 daysZara Ahmed

Latest leads

8 records
IDLeadSourceCreatedOwnerFirst response
Harry Turner, Stonebridge NetworksWebsite form19 Oct, 04:40Ben HollowayAwaiting response
Megan Osei, Ashford Vale MarketingPartner19 Oct, 04:10Priya Shah3.8 hrs
Tara Coleman, Quayside IT ServicesLinkedIn18 Oct, 02:48Oliver Bennett4.6 hrs
Owen Ashworth, Juniper DigitalOutbound17 Oct, 01:08James Whitaker5.4 hrs
Callum Bhatti, Meridian MarketingLinkedIn16 Oct, 23:00Priya Shah23.8 hrs
Ella Doherty, Calder AccountantsPartner16 Oct, 08:04Amelia Hart9.3 hrs
Imran Hughes, Pennine DigitalReferral15 Oct, 13:43Priya Shah1.7 hrs
Lewis Kerr, Brightwater RecruitmentWebsite form15 Oct, 08:49Amelia Hart1.4 hrs