Total accounts
920
all tiers
Last 3m invoiced
...
open: ...
Active accounts
...
invoiced in last 3m
All open orders
$437k
not yet invoiced
vs prior 3 months
-4.3%
Dec–Oct 2025
vs same period LY
-0.3%
Mar–Jan 2025
Account State Last 3m invoiced ↓ Open orders Combined vs prior 3m vs same LY Trend
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📋
No activity logged yet.
Click + Log activity to record a call, visit, or touchpoint.
Pipeline value
$0
open deals
Open deals
0
in pipeline
Hot deals
0
active opportunities
Avg deal size
—
open deals
Win rate
—
no closed deals
Overdue
0
need follow-up
PB AI Assistant Full portfolio · sales history · open orders loaded
PB AIHi! Your CRM has 2 years of invoiced history and live open orders loaded.

Try: "top accounts", "declining accounts", "at-risk accounts", "open orders" — or check the Analytics tab for the full YoY dashboard.
Live insights

KPI Report

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PB CRM
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Headline KPIs — 12 months
Total 12m revenue
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Latest quarter
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MoM growth
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At-risk accounts
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0 sales for 2+ months
needs action
Account concentration
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top 10 accounts of total
Declining accounts MoM
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Growing accounts MoM
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Best single month
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Monthly revenue trend

Total revenue by month

Revenue by tier

Team activity & pipeline
Activity this month
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touchpoints logged
Pipeline value (open)
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open deals
Wins this month
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closed won
Wins YTD
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closed won

Activity — last 6 months

Top 10 accounts

Top 10

#AccountState12m Revenue% share

Top 10 revenue

Geographic performance

Revenue by state

State breakdown

StateAccounts12m Revenue% share
Account health signals

▼ Declining

AccountPrevLatestChange

▲ Growing

AccountPrevLatestChange

⚠ At-risk — zero sales 2+ months

AccountPrior 4m revenueStatus
PB CRM — KPI Report—
Update sales data
Upload your invoiced history or open orders — new months merge in, nothing overwritten
File type:
⬆
Drop your export here
Same format as your system exports · CSV
New months added · existing months updated · variances recalculated
Select file type above before uploading
Reading...
✓ Data updated —
Rows processed
Accounts updated
Months in file

Invoiced history format

Name · Display ID · Total Value
Then one column per month
Export from: Sales → Period report

Open orders format

Same column structure
Export: Orders → Open orders
Run both monthly for full picture

🔒 Stored locally in your browser — nothing sent to any server. Upload both files each month.
Email Templates
✉
Select a template to edit, or click + New to create one.
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