Pipeline Dashboard

Total Pipeline

$983K

+12%8 active deals

Weighted Forecast

$593K

+8%Probability-adjusted

Won This Quarter

$165K

+23%1 deals closed

Win Rate

50%

+5%Closed deals

Deal Pipeline

10 deals shown
Lead$119K
Qualified$248K
Proposal$221K
Negotiation$395K
Won$165K

Active Opportunities

10 records
CompanyContactValueStagePriorityHealthOwnerClose DateAction

Meridian Capital

Elena Vasquez$128,000ProposalHigh
Healthy
Sarah2024-08-15

Apex Logistics

Tom Harrington$84,500NegotiationHigh
Healthy
Marcus2024-07-30

Solaris Health

Dr. Anita Rao$210,000QualifiedHigh
At Risk
Priya2024-09-01

Northgate Retail

Brian Cho$47,000LeadMedium
Healthy
James2024-09-20

Vantage Partners

Claire Dubois$165,000WonHigh
Healthy
Sarah2024-07-01

Ironclad Tech

Raj Patel$93,000ProposalMedium
At Risk
Marcus2024-08-22

BlueSky Media

Natalie Ford$38,000QualifiedLow
Healthy
Priya2024-10-05

Crestwood Finance

Oliver Grant$310,000NegotiationHigh
Healthy
Sarah2024-07-25

Pinnacle Ops

Mia Torres$56,000LostMedium
Critical
James2024-06-30

Luminary Brands

Derek Simmons$72,000LeadMedium
Healthy
Marcus2024-10-15

Lead Source Revenue

Client Health

Meridian Capital

2 days ago

Healthy

Apex Logistics

1 day ago

Healthy

Solaris Health

5 days ago

At Risk

Northgate Retail

3 days ago

Healthy

Ironclad Tech

7 days ago

At Risk

BlueSky Media

4 days ago

Healthy

Task Queue

5 pending · 1 done

Pending

Send revised proposal

Meridian Capital

EmailToday

Follow up on pricing

Apex Logistics

CallTomorrow

Schedule exec alignment

Solaris Health

MeetingJul 22

Check in on proposal status

Ironclad Tech

Follow-upJul 23

Send contract draft

Crestwood Finance

EmailToday

Completed

Onboarding kickoff call

Vantage Partners