Updated Sep 30, 2026, 3:00 AM CT · auto-refreshes daily 3:00 AM CT Δ = change vs 30 days ago
$27.92M
Open pipeline value
▲ 27.3%101 open deals
120
Qualified opportunities
reached site survey+
56.5%
Quote → close rate
last 90 days
56.5%
Win rate
▲ 9.9%of closed deals
$260K
Avg deal size
▼ 16.1%won deals
15.2%
Distributor pipeline
▼ 21.6%of open pipeline
Pipeline Health
lifetime · 101 open · 26 won · 20 lost
$27,917,463
Total open pipeline
▲ 27.3%
$259,972
Average deal size
▼ 16.1%
149
Total opportunities
▲ 21.1%
1
Active proposals
in Quote/Proposal Sent
New Lead · 4
$0
Contact Attempted · 10
$5K
Contact Made · 14
$1.10M
Discovery / Site Survey · 13
$7.21M
Business Analysis · 10
$7.53M
Quote / Proposal Sent · 1
$0
Follow Up Required · 46
$9.64M
Proposal Approved · 3
$2.44M
Quoting & Conversion
last 90 days
86
Quotes issued (90d)
56.5%
Quote → close rate
1d
Avg days quote → close
56.5% / 43.5%
Win / loss
Operating Discipline & CRM Adoption
lifetime · data completeness
98.7%
Leads with source tagged
63.1%
Leads with segment tagged
64.4%
Reached quote stage
Lead Volume by Source
all opportunities · lifetime
Phone calls / site visits
47▲ 20.5%
Inbound web
41▲ 51.9%
Other
24▲ 9.1%
Distributor referrals
21▲ 10.5%
Trade shows
16± 0%
Raw source tags (lifetime)
Source
Leads
Autec Website Contact Form
24
Distributor
14
Call in
12
Site Visit
10
ICA
10
Email
7
Distributor lead
6
Phone Call
6
AUTEC.com Website Contact Form
5
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
35▲ 2.9%
$13,426,135
▼ 2.6%
23
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%
15.2%
Share of open pipeline
▼ 21.6%
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
64.4%
Leads reaching quote stage
62
Stale leads (30+ days)
open & untouched
149
Total opportunities
▲ 21.1%
New Lead
149
Contact Attempted
145
Contact Made
135
Discovery / Site Survey
120
Business Analysis
107
Quote / Proposal Sent
96
Follow Up Required
95
Proposal Approved
49
PO Received
46
Won
46
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.