Updated Sep 26, 2026, 3:00 AM CT · auto-refreshes daily 3:00 AM CT Δ = change vs 30 days ago
$26.90M
Open pipeline value
▲ 23.5%99 open deals
119
Qualified opportunities
reached site survey+
57.8%
Quote → close rate
last 90 days
57.8%
Win rate
▲ 12.5%of closed deals
$260K
Avg deal size
▼ 16.1%won deals
15.8%
Distributor pipeline
▼ 19%of open pipeline
Pipeline Health
lifetime · 99 open · 26 won · 19 lost
$26,904,669
Total open pipeline
▲ 23.5%
$259,972
Average deal size
▼ 16.1%
146
Total opportunities
▲ 19.7%
8
Active proposals
in Quote/Proposal Sent
New Lead · 2
$0
Contact Attempted · 11
$5K
Contact Made · 13
$1.10M
Discovery / Site Survey · 12
$6.21M
Business Analysis · 10
$7.53M
Quote / Proposal Sent · 8
$1.53M
Follow Up Required · 40
$8.09M
Proposal Approved · 3
$2.44M
Quoting & Conversion
last 90 days
82
Quotes issued (90d)
57.8%
Quote → close rate
1d
Avg days quote → close
57.8% / 42.2%
Win / loss
Operating Discipline & CRM Adoption
lifetime · data completeness
98.6%
Leads with source tagged
64.4%
Leads with segment tagged
65.8%
Reached quote stage
Lead Volume by Source
all opportunities · lifetime
Phone calls / site visits
47▲ 23.7%
Inbound web
38▲ 40.7%
Other
24▲ 9.1%
Distributor referrals
21▲ 10.5%
Trade shows
16± 0%
Raw source tags (lifetime)
Source
Leads
Autec Website Contact Form
22
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
AUTEC.com Website Contact Form
3
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
36▲ 5.9%
$13,413,341
▼ 2.6%
24
Emerging Market
3± 0%
$1,330,000
± 0%
3
Distributor Channel Health
client type = Distributor · lifetime
21
Active distributors
▲ 5%
$4,251,232
Distributor pipeline
▲ 0.1%
15.8%
Share of open pipeline
▼ 19%
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
65.8%
Leads reaching quote stage
61
Stale leads (30+ days)
open & untouched
146
Total opportunities
▲ 19.7%
New Lead
146
Contact Attempted
144
Contact Made
133
Discovery / Site Survey
119
Business Analysis
107
Quote / Proposal Sent
96
Follow Up Required
88
Proposal Approved
48
PO Received
45
Won
45
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.