Optic
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📊 Analytics
30 Days 90 Days 6 Months 1 Year All Time
Live data from your database
💵
Revenue
$348
vs $0 prev
⏳
AR Outstanding
$348
Awaiting payment
🎯
Pipeline
$3,500
Open deals
🏆
Won
$0
0% win rate
👤
New Contacts
3
This period
⭐
New Deals
1
This period
✉
Emails Sent
1
0.0% open rate
💵 Revenue Trend
Monthly invoiced revenue
🎯 Pipeline Funnel
Deals by stage
🏆 Revenue by Client
Top 10 clients by invoiced amount
📋 AR Aging
Accounts receivable by overdue bucket
✉ Email Performance
Sent vs Opened vs Replied by sequence
💳 Expenses by Category
Spend breakdown
👤 Pipeline by Owner
Open deal value per rep
📈 New Deals Trend
Deals created per month
🎯 Top Open Deals
Highest value deals in pipeline
View all →
Deal Account Stage Value Weighted Owner
Shopify B2B Plus Implementation ABC Ltd New $3,500 $700 —