Phoenix OS · Revenue Intelligence
Executive Revenue Dashboard
This is the level of visibility your business deserves. Every metric. Every revenue source. Every sales performance indicator — in one executive intelligence view.
Sample data for demonstration · Based on real client benchmarks
Apex Services Group
Revenue Intelligence Report · June 2026
Live Dashboard · Auto-refresh: 15 min
Revenue This Month
$204,000
vs $188K last month
+8.5% MoM
Revenue YTD
$1.03M
Goal: $1.2M
On track
Lead Conversion Rate
38.8%
147 leads · 57 closed
+3.2% vs last month
Avg Job Value
$3,579
Per closed deal
+$210 vs last month
Open Opportunities
22
$96,000 pipeline value
Lost Opportunity Rev
$48,200
This month · Recoverable
Down 12% vs last
Referral Revenue
$77,520
38% of total revenue
+$12K vs last
Reactivation Revenue
$18,400
Past customer campaigns
New this month
Revenue Trend
6-Month Revenue History
Lead Attribution
Revenue By Source
Referral
38%Google Ads
24%Organic SEO
18%Direct
12%Partner
8%Pipeline Health
Sales Funnel Analysis
New Lead
67$284K
Contacted
51$218K
Estimate Sent
34$148K
Follow-Up
22$96K
Closed Won
13$56K
Forecasted Revenue
$218,000
Pipeline Conversion
19.4%
Sales Intelligence
Team Performance
Marcus R.Top Performer
40% close47 leads19 closed$68,400 rev
Sarah K.
35% close52 leads18 closed$72,000 rev
James T.
45% close38 leads17 closed$54,400 rev
Lisa W.
28% close29 leads8 closed$25,600 rev
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