Vertex CRM

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Overview

Real-time performance metrics

Total Revenue

payments

$2.4M

trending_up +14.5% vs last month

Active Deals

handshake

142

trending_up +5.2% vs last month

Conversion Rate

monitoring

24.8%

trending_down -1.2% vs last month

Client Retention

favorite

98.2%

horizontal_rule 0.0% vs last month

Revenue vs Targets

$3M $2M $1M $0
$1.8M
Jan
$2.1M
Feb
$1.9M
Mar
$2.7M
Apr
$2.4M
May

Workforce Health

85%

Utilization Rate

Optimal capacity

92%

Compliance Score

Above target

64%

Project Completion

On schedule

Recent Activity

task_alt

Contract Signed: Acme Corp

Enterprise Tier - $120k ARR

2h ago
groups

New Team Onboarded

Global Sales Division - 45 users

5h ago
warning

SLA Risk Detected

Support Ticket #8842 - High Priority

1d ago