Updated Sep 22, 2026, 3:01 AM CT · auto-refreshes daily 3:00 AM CT Δ = change vs 30 days ago
$28.29M
Open pipeline value
▲ 29.9%1975 open deals
118
Qualified opportunities
reached site survey+
54.8%
Quote → close rate
last 90 days
54.8%
Win rate
▲ 6.6%of closed deals
$290K
Avg deal size
▼ 6.4%won deals
14.5%
Distributor pipeline
▼ 25.6%of open pipeline
Pipeline Health
lifetime · 1975 open · 23 won · 19 lost
$28,294,969
Total open pipeline
▲ 29.9%
$290,092
Average deal size
▼ 6.4%
2,019
Total opportunities
▲ 1541.5%
3
Active proposals
in Quote/Proposal Sent
New Lead · 1878
$0
Contact Attempted · 11
$5K
Contact Made · 11
$950K
Discovery / Site Survey · 12
$6.21M
Business Analysis · 10
$7.53M
Quote / Proposal Sent · 3
$1.89M
Follow Up Required · 47
$9.28M
Proposal Approved · 3
$2.44M
Quoting & Conversion
last 90 days
1,956
Quotes issued (90d)
54.8%
Quote → close rate
1d
Avg days quote → close
54.8% / 45.2%
Win / loss
Operating Discipline & CRM Adoption
lifetime · data completeness
7%
Leads with source tagged
4.6%
Leads with segment tagged
4.7%
Reached quote stage
Lead Volume by Source
all opportunities · lifetime
Other
1,898▲ 8527.3%
Phone calls / site visits
47▲ 23.7%
Inbound web
37▲ 32.1%
Distributor referrals
21▲ 10.5%
Trade shows
16± 0%
Raw source tags (lifetime)
Source
Leads
(none)
1,877
Autec Website Contact Form
23
Distributor
14
Call in
12
Site Visit
10
ICA
10
Email
7
Distributor lead
6
Phone Call
6
Call In
5
ICA 2026
5
NADA
5
Segment Performance
open pipeline by lead category · lifetime
Segment
Active accts
Pipeline
Value
30d Δ
Quotes out
Dealership
15± 0%
$2,674,029
± 0%
14
C Store
8▼ 11.1%
$1,024,000
▼ 10.1%
6
Retail
37▲ 8.8%
$13,352,841
▼ 3%
25
Emerging Market
3± 0%
$1,330,000
± 0%
3
Distributor Channel Health
client type = Distributor · lifetime
20
Active distributors
± 0%
$4,101,232
Distributor pipeline
▼ 3.4%
14.5%
Share of open pipeline
▼ 25.6%
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
4.7%
Leads reaching quote stage
59
Stale leads (30+ days)
open & untouched
2,019
Total opportunities
▲ 1541.5%
New Lead
2,019
Contact Attempted
141
Contact Made
130
Discovery / Site Survey
118
Business Analysis
106
Quote / Proposal Sent
95
Follow Up Required
92
Proposal Approved
45
PO Received
42
Won
42
Emerging Market Activity
lead category = Emerging Market · lifetime
3
Active emerging-market opps
± 0%
$1,330,000
Emerging pipeline value
± 0%
Most Recent Trade Show (ICA)
source tagged as trade show · lifetime
16
Trade-show leads
± 0%
$3,024,825
Open trade-show pipeline
± 0%
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.