OptimaFlow

Modular OpEx Intelligence

Professional
Active
AI Status

All systems operational

Quote-to-Cash Flow

End-to-end visibility from lead generation to payment collection

AI Query Interface

Ask questions in natural language

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Total Active Leads

245

↑ 12% vs last month

Conversion Rate

15.5%

Target: 18%

Avg Cycle Time

59.0 days

Target: 54 days • +9%

Revenue Pipeline

$8.2M

↑ $1.2M this quarter

2 Bottlenecks Detected

Negotiation: +38% over target
Production: +25% over target

Quote-to-Cash Process Flow

Click on any stage to view details

On Track

Lead Generation

Count:245
Avg Duration:3.2d
Conversion:42%
At Risk

Quote Creation

Count:103
Avg Duration:2.8d
Conversion:68%
Delayed

Negotiation

Count:70
Avg Duration:5.5d
Conversion:78%
On Track

Order Confirmed

Count:55
Avg Duration:1.2d
Conversion:95%
Delayed

Production

Count:52
Avg Duration:12.5d
At Risk

Delivery

Count:48
Avg Duration:3.8d
At Risk

Invoicing

Count:45
Avg Duration:1.5d
On Track

Payment Received

Count:38
Avg Duration:28.5d

AI-Powered Process Optimization

Recommendations to reduce cycle time and improve conversion

Negotiation

HIGH
$145K annual

Issue: Average duration 38% above target

Recommendation: Deploy AI-powered price optimization to reduce negotiation cycles. Expected impact: 30% reduction in negotiation time.

Production

CRITICAL
$380K annual

Issue: Production delays impacting delivery commitments

Recommendation: Implement RL-based production scheduling to optimize resource allocation and reduce cycle time by 20%.

Quote Creation

MEDIUM
$95K annual

Issue: Quote accuracy impacting conversion rate

Recommendation: Use ML-powered quote generation with historical data to improve accuracy and speed by 40%.

Cycle Time Trend Analysis

6-week rolling average

Pipeline Distribution

Current distribution across stages