Total Open Deals
11,035
+3.2% vs last month
Closed This Month
312
+18 vs prior month
Conversion Rate
47.2%
+1.8pp this quarter
Avg Days to Close
3 days
Won deals only
Deals at Risk
17%
Stale 15+ days
Unsigned Contracts
123
Active · sent <30 days
Conversion Rate by Lead Source
Based on 9,925 closed deals · excl. N/A
Deal Volume by Lead Source
Total closed deals per source (won + lost)
Conversion Rate by Case Type
Top 10Engagement Types Distribution
Won DealsCall
31%
Email
24%
SMS
22%
Incoming Email
10%
Task
8%
Note
5%
Contract Intelligence
PandaDoc · 15,000 documents analysed
Time to Sign (sent → signed)
Same day40%
1–3 days16%
4–7 days14%
7+ days30%
56% sign within 3 days of receiving contract
Contract Outcomes (15k docs)
Signed / Paid
25.3%Voided / Declined
40.1%Unsigned Active
15.2%Draft
17.1%Waiting Pay
2.3%Activity Timeline Insight
Won Deals
5 days
avg. time to close
Lost Deals
24 days
avg. before loss
Inbound Callback Rate
17%
Won
vs
9%
Lost
2× conversion boost on inbound call
Today's Priority Deals
AI-scored and ranked · Updated 2 minutes ago
AI Scoring Model v2.1
| Score | Deal Name | Case Type | Owner | Stage | Days in Stage | Last Activity | Recommended Action |
|---|
Deals Requiring Intervention
AI-identified risk signals · Action recommended
9 Deals Flagged
$187,500 at Risk
Stale Deals
No activity recorded in 15+ days
Priya Nair | EB-2 NIW
Assigned: Sarah Chen
Stage: Qualified
Value: $8,500
Send re-engagement email. Last contact: email, no reply.
Carlos Mendez | L-1A
Assigned: James Wright
Stage: Consultation Booked
Value: $12,000
Consultation booked but no follow-up. Call to confirm interest.
Fatima Al-Zahrawi | E-2
Assigned: Maria Torres
Stage: Proposal Sent
Value: $15,000
Proposal viewed 3x. High intent signals. Needs personal outreach.
High Value + Risk Signals
High deal value · many outbound attempts · no inbound response
Ahmed Al-Rashidi | EB-1A+AOS
Assigned: David Kim
Value
$18,500
Outbound
7 calls
Inbound
0 calls
45 days in stage. Escalate to manager. Consider alternative outreach.
Yuki Tanaka | EB-5 Investor
Assigned: Sarah Chen
Value
$22,000
Outbound
5 calls
Inbound
0 calls
38 days in Qualified. High value — try LinkedIn or WhatsApp outreach.
Reza Hosseini | O-1A
Assigned: James Wright
Value
$9,800
Outbound
6 calls
Inbound
0 calls
28 days no inbound. O-1A cases require warm engagement. Reassign?
Unsigned Contracts
Sent <30 days ago · not signed · 40% of clients sign same day — these are slipping
Liu Wei | PERM
Assigned: Maria Torres
Sent: Mar 17
Value: $7,500
Opened: 4×
Send follow-up email — "Checking in on your agreement"
Amara Okonkwo | H-1B
Assigned: David Kim
Sent: Mar 14
Value: $6,200
Opened: 2×
Second follow-up warranted. Offer a call to address questions.
Elena Vasquez | I-485
Assigned: Sarah Chen
Sent: Mar 18
Value: $5,800
Opened: 1×
Low opens — confirm email delivery. Try SMS reminder.
Revenue Intelligence Insights
AI-derived patterns from CRM, call, and contract data
AI-Triggered Actions
Automated and recommended actions from the intelligence engine
47
Actions taken (7 days)
12
Pending review
$284,000
In deals influenced
SYSTEM ACTIVE