Updated Nov 11, 2026, 3:00 AM CT · auto-refreshes daily 3:00 AM CT Δ = change vs 30 days ago
$26.24M
Open pipeline value
▼ 2.9%95 open deals
132
Qualified opportunities
reached site survey+
57.9%
Quote → close rate
last 90 days
57.9%
Win rate
▲ 0.9%of closed deals
$280K
Avg deal size
▲ 5.7%won deals
12.9%
Distributor pipeline
▼ 17.3%of open pipeline
Pipeline Health
lifetime · 95 open · 33 won · 24 lost
$26,242,556
Total open pipeline
▼ 2.9%
$280,342
Average deal size
▲ 5.7%
155
Total opportunities
▲ 14%
1
Active proposals
in Quote/Proposal Sent
New Lead · 3
$0
Contact Attempted · 7
$5K
Contact Made · 11
$1.10M
Discovery / Site Survey · 15
$4.86M
Business Analysis · 15
$8.03M
Quote / Proposal Sent · 1
$0
Follow Up Required · 38
$10.42M
Proposal Approved · 5
$1.83M
Quoting & Conversion
last 90 days
78
Quotes issued (90d)
57.9%
Quote → close rate
1d
Avg days quote → close
57.9% / 42.1%
Win / loss
Operating Discipline & CRM Adoption
lifetime · data completeness
99.4%
Leads with source tagged
57.4%
Leads with segment tagged
64.5%
Reached quote stage
Lead Volume by Source
all opportunities · lifetime
Phone calls / site visits
50▲ 11.1%
Inbound web
42▲ 23.5%
Other
26▲ 13%
Distributor referrals
20± 0%
Trade shows
17▲ 21.4%
Raw source tags (lifetime)
Source
Leads
Autec Website Contact Form
25
Call in
13
Distributor
13
Site Visit
10
ICA
10
Phone Call
7
Email
7
Distributor lead
6
NADA
5
Call In
4
Called In
4
Inbound Call
4
Segment Performance
open pipeline by lead category · lifetime
Segment
Active accts
Pipeline
Value
30d Δ
Quotes out
Dealership
13▼ 13.3%
$1,808,824
▼ 30.8%
10
C Store
7± 0%
$564,000
▼ 44.9%
4
Retail
28± 0%
$10,737,146
▼ 22%
15
Emerging Market
1▼ 66.7%
$850,000
▼ 36.1%
1
Distributor Channel Health
client type = Distributor · lifetime
18
Active distributors
▼ 10%
$3,396,739
Distributor pipeline
▼ 19.2%
12.9%
Share of open pipeline
▼ 17.3%
Top distributors by volume
Go Auto
$1.35M
Beach Club
$1.15M
Coastal Automotive
$850K
Bozeman
$560K
Bear Maintenance
$526K
Sales Funnel
opportunities reaching each stage · lifetime
64.5%
Leads reaching quote stage
62
Stale leads (30+ days)
open & untouched
155
Total opportunities
▲ 14%
New Lead
155
Contact Attempted
151
Contact Made
144
Discovery / Site Survey
132
Business Analysis
117
Quote / Proposal Sent
100
Follow Up Required
99
Proposal Approved
61
PO Received
56
Won
56
Emerging Market Activity
lead category = Emerging Market · lifetime
1
Active emerging-market opps
▼ 66.7%
$850,000
Emerging pipeline value
▼ 36.1%
Most Recent Trade Show (ICA)
source tagged as trade show · lifetime
17
Trade-show leads
▲ 21.4%
$3,439,825
Open trade-show pipeline
▲ 13.7%
3
Trade-show wins
± 0%
Data Coverage — Not Tracked in CRM
from the AUTEC report spec
These items from the AUTEC report spec are not derivable from CRM
opportunity data and are shown for completeness. They would need manual entry or additional data sources.
Trailing-12-month & prior-year revenue (sub-account has <12 months of history)
Year-over-year growth, market share, competitor bids & win-rate vs competitors
Marketing spend, website traffic, email open / click rates
Collateral & media readiness, innovation pipeline, outside-sales meetings
Active CRM users / audit-log adoption, SAP-vs-offline quoting
On the 30-day change (Δ): comparisons are rebuilt from
opportunity create/close dates, which is exact for counts and pipeline values. HighLevel exposes no stage
history, so stage-derived figures (qualified opportunities, active proposals, quotes outstanding, funnel,
reached-quote %) intentionally show no Δ rather than an invented one. CRM tagging % is likewise Δ-free
because tag-set dates aren't recorded.