Updated Sep 13, 2026, 3:00 AM CT · auto-refreshes daily 3:00 AM CT Δ = change vs 30 days ago
$24.02M
Open pipeline value
▲ 61.6%96 open deals
115
Qualified opportunities
reached site survey+
54.8%
Quote → close rate
last 90 days
54.8%
Win rate
▼ 2%of closed deals
$290K
Avg deal size
▼ 6.4%won deals
17.1%
Distributor pipeline
▼ 31.6%of open pipeline
Pipeline Health
lifetime · 96 open · 23 won · 19 lost
$24,020,469
Total open pipeline
▲ 61.6%
$290,092
Average deal size
▼ 6.4%
140
Total opportunities
▲ 26.1%
1
Active proposals
in Quote/Proposal Sent
New Lead · 1
$0
Contact Attempted · 12
$5K
Contact Made · 11
$950K
Discovery / Site Survey · 10
$3.71M
Business Analysis · 10
$7.53M
Quote / Proposal Sent · 1
$0
Follow Up Required · 48
$9.39M
Proposal Approved · 3
$2.44M
Quoting & Conversion
last 90 days
79
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
98.6%
Leads with source tagged
65.7%
Leads with segment tagged
67.1%
Reached quote stage
Lead Volume by Source
all opportunities · lifetime
Phone calls / site visits
46▲ 24.3%
Inbound web
34▲ 25.9%
Other
24▲ 50%
Distributor referrals
20▲ 25%
Trade shows
16▲ 6.7%
Raw source tags (lifetime)
Source
Leads
Autec Website Contact Form
20
Distributor
13
Call in
12
ICA
10
Site Visit
9
Email
7
Distributor lead
6
Phone Call
6
ICA 2026
5
NADA
5
Call In
4
Called In
3
Segment Performance
open pipeline by lead category · lifetime
Segment
Active accts
Pipeline
Value
30d Δ
Quotes out
Dealership
15± 0%
$2,674,029
▼ 0.2%
14
C Store
8± 0%
$1,024,000
▲ 9.1%
6
Retail
36▲ 12.5%
$13,352,841
▲ 38.7%
24
Emerging Market
3▲ 50%
$1,330,000
▲ 22%
3
Distributor Channel Health
client type = Distributor · lifetime
20
Active distributors
▲ 5.3%
$4,101,232
Distributor pipeline
▲ 10.4%
17.1%
Share of open pipeline
▼ 31.6%
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
67.1%
Leads reaching quote stage
51
Stale leads (30+ days)
open & untouched
140
Total opportunities
▲ 26.1%
New Lead
140
Contact Attempted
139
Contact Made
127
Discovery / Site Survey
115
Business Analysis
105
Quote / Proposal Sent
94
Follow Up Required
93
Proposal Approved
45
PO Received
42
Won
42
Emerging Market Activity
lead category = Emerging Market · lifetime
3
Active emerging-market opps
▲ 50%
$1,330,000
Emerging pipeline value
▲ 22%
Most Recent Trade Show (ICA)
source tagged as trade show · lifetime
16
Trade-show leads
▲ 6.7%
$3,024,825
Open trade-show pipeline
▼ 0.1%
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.