TradeShow CRM

Dashboard

Pipeline, follow-ups and trade show performance at a glance.

Open pipeline value

$283K

9 active opportunities

Booked (won)

$117K

Closed business from events

Follow-ups overdue

8

0 due today

Awaiting response

7

0 meetings this month

Pipeline value by stage

Active opportunities, excludes booked & lost

Meeting activity

Meetings logged per week (last 8 weeks)

Trade show performance & ROI

Event cost vs pipeline generated and booked (USD)

Event costPipeline generatedBooked

Next follow-ups

View all

Send malaria-free family itinerary

Erik Lindqvist20640 days overdue

Send partnership deck

Sanne de Vries20638 days overdue

Send sample itinerary + nett rates

Eleanor Hayes20637 days overdue

Propose press trip dates

Marcus Bell20636 days overdue

Email lodge availability for Aug–Sep

Grace Whitman20635 days overdue

Confirm guide availability + send brochure

Yuki Tanaka20634 days overdue

Top open opportunities

Open pipeline

France exclusivity deal

Camille Moreau

Negotiation$88K

Gulf luxury villa + safari

Aisha Al-Farsi

Qualified$47K

Great Migration group (8 pax)

Eleanor Hayes

Proposal$42K

Honeymoon couples Q3

Grace Whitman

Negotiation$28K

Repeat luxury bookings

James Whitman

Contacted$21K