Alpha Dashboard

Alpha Alternatives - SDR Pipeline Dashboard | Vicit

Delivered by Vicit · for Alpha Alternatives / Alpha FMC

SDR Pipeline Dashboard

Matthew Davids · Neil Elliott · 29 Apr – 10 Sep 2026 · 88 active days · 7,291 activities

Live pipeline

💰 Confirmed pipeline value generated for Alpha Alternatives: — from — meetings booked View breakdown →

Total activity

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Actions logged

Accounts

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Penetrated

Contacts

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Decision-makers

Meetings booked

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Confirmed in diary

Hot leads

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Highest priority

Warm leads

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Near meeting-ready

Cold convos

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Active pipeline

🏷 Campaign type Campaign name

📅 From — To Full campaign

🔍

📅 From — To

Total calls Meeting booked ★ Hot Warm Cold KIT

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Outstanding tasks — follow-up required

Click any card to jump to that contact in the pipeline.

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⚡ Actionable Insights — ranked by priority

Every warm, hot and booked account · AI-generated next steps from your Salesforce call notes · Highest priority at the top

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💰 Pipeline Value — revenue generated for Alpha Alternatives

Editable estimated deal values per account · defaults are illustrative placeholders — replace with real contract sizes as they're confirmed · changes apply instantly but are not saved after you close this page

Confirmed · Meetings booked

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Probable · Hot leads

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Potential · Warm leads

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Probability-adjusted total

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