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Sales pipeline · New business

Pipeline

21 open deals worth $1,169,200

  • Open pipeline

    $1.17M

    +11.5%vs last month

    21 open deals.

    Weekly trend over 12 weeks: from $932K to $1.17M.

  • Weighted forecast

    $555K

    +8.0%vs last month

    Value × stage probability.

    Weekly trend over 12 weeks: from $446K to $555K.

  • Win rate

    36%

    +2.7 ptsvs last month

    Q3 to date · 20 won, 36 lost.

    Weekly trend over 12 weeks: from 30% to 36%.

  • Avg. sales cycle

    60 days

    −2 daysvs last month

    Created to won, Q3.

    Weekly trend over 12 weeks: from 68 to 60 days. Lower is better.

Filter deals by owner

Pipeline board

Lead

6 deals10% win probability

Total value $146,700

  1. Lead. Owner Sofia Alvarez. Next step: Discovery call with Saltmarsh, due Thu, Oct 1. 8 days in stage. Tags: Pilot, SMB. Shift plus arrow keys moves between stages; M opens the move menu.
  2. Lead. Owner Amara Osei. Next step: Send intro deck to Driftwood, due tomorrow. 12 days in stage. Tags: SMB. Shift plus arrow keys moves between stages; M opens the move menu.
  3. Lead. Owner Marcus Chen. Next step: Qualify budget with Kestrel Air, due Fri, Oct 2. 19 days in stage. Tags: Mid-market. Shift plus arrow keys moves between stages; M opens the move menu.
  4. Lead. Owner Sofia Alvarez. Next step: Follow up on Pebblestone trial, due today. 5 days in stage. Tags: Add-on. Shift plus arrow keys moves between stages; M opens the move menu.
  5. Lead. Owner Jordan Ellis. Next step: Book demo with Fernhill registrar, due Mon, Oct 5. 27 days in stage, stale. Tags: Education. Shift plus arrow keys moves between stages; M opens the move menu.
  6. Lead. Owner Priya Natarajan. Next step: Partner intro call with Ironbark, due Mon, Oct 5. 4 days in stage. Tags: Mid-market. Shift plus arrow keys moves between stages; M opens the move menu.

Qualified

6 deals25% win probability

Total value $276,100

  1. Qualified. Owner Priya Natarajan. Next step: Technical deep-dive with Northpeak, due Thu, Oct 1. 21 days in stage. Tags: Enterprise. Shift plus arrow keys moves between stages; M opens the move menu.
  2. Qualified. Owner Amara Osei. Next step: Map stakeholders at Solace, due tomorrow. 14 days in stage. Tags: Mid-market. Shift plus arrow keys moves between stages; M opens the move menu.
  3. Qualified. Owner Sofia Alvarez. Next step: Send demo recap to Wrenfield, overdue since Sep 28. 25 days in stage, stale. Tags: SMB. Shift plus arrow keys moves between stages; M opens the move menu.
  4. Qualified. Owner Marcus Chen. Next step: Complete Halcyon security questionnaire, due Tue, Oct 6. 28 days in stage, stale. Tags: Enterprise, Security review. Shift plus arrow keys moves between stages; M opens the move menu.
  5. Qualified. Owner Jordan Ellis. Next step: Scoping workshop with Orchard Lane, due Fri, Oct 2. 11 days in stage. Tags: Enterprise, Expansion. Shift plus arrow keys moves between stages; M opens the move menu.
  6. Qualified. Owner Amara Osei. Next step: Pricing call with Tessellate, due tomorrow. 7 days in stage. Tags: Expansion, SMB. Shift plus arrow keys moves between stages; M opens the move menu.

Proposal

5 deals50% win probability

Total value $354,300

  1. Proposal. Owner Priya Natarajan. Next step: Proposal review with Brightfold CFO, due Thu, Oct 1. 19 days in stage. Tags: Enterprise, Expansion. Shift plus arrow keys moves between stages; M opens the move menu.
  2. Proposal. Owner Jordan Ellis. Next step: Send revised proposal to Copperbay, due today. 13 days in stage. Tags: Enterprise. Shift plus arrow keys moves between stages; M opens the move menu.
  3. Proposal. Owner Marcus Chen. Next step: Legal review of Quillstone MSA, due Wed, Oct 7. 8 days in stage. Tags: Mid-market. Shift plus arrow keys moves between stages; M opens the move menu.
  4. Proposal. Owner Amara Osei. Next step: Share ROI model with Bluefin, overdue since Sep 25. 33 days in stage, stale. Tags: Mid-market. Shift plus arrow keys moves between stages; M opens the move menu.
  5. Proposal. Owner Sofia Alvarez. Next step: Proposal walkthrough with Oakhaven, due Fri, Oct 2. 6 days in stage. Tags: SMB. Shift plus arrow keys moves between stages; M opens the move menu.

Negotiation

4 deals75% win probability

Total value $392,100

  1. Negotiation. Owner Jordan Ellis. Next step: Prep redlines for Marlowe legal call, due today. 22 days in stage, stale. Tags: Enterprise, Security review. Shift plus arrow keys moves between stages; M opens the move menu.
  2. Negotiation. Owner Priya Natarajan. Next step: Chase procurement sign-off at Meridian, due Mon, Oct 5. 15 days in stage. Tags: Mid-market. Shift plus arrow keys moves between stages; M opens the move menu.
  3. Negotiation. Owner Marcus Chen. Next step: Update close plan for Lumenfield, overdue since Sep 28. 27 days in stage, stale. Tags: Enterprise. Shift plus arrow keys moves between stages; M opens the move menu.
  4. Negotiation. Owner Amara Osei. Next step: Send order form to Juniper & Vale, due today. 11 days in stage. Tags: Renewal, Expansion. Shift plus arrow keys moves between stages; M opens the move menu.

Won

6 deals

Total value $197,200

  1. Won. Owner Jordan Ellis. Won Sep 25. Tags: Enterprise. Shift plus arrow keys moves between stages; M opens the move menu.
  2. Won. Owner Priya Natarajan. Won Sep 22. Tags: Mid-market. Shift plus arrow keys moves between stages; M opens the move menu.
  3. Won. Owner Jordan Ellis. Won Sep 18. Tags: Mid-market. Shift plus arrow keys moves between stages; M opens the move menu.
  4. Won. Owner Priya Natarajan. Won Sep 15. Tags: Pilot. Shift plus arrow keys moves between stages; M opens the move menu.
  5. Won. Owner Amara Osei. Won Sep 9. Tags: SMB. Shift plus arrow keys moves between stages; M opens the move menu.
  6. Won. Owner Marcus Chen. Won Sep 3. Tags: Pilot. Shift plus arrow keys moves between stages; M opens the move menu.

Lost

3 deals

Total value $58,500

  1. Lost. Owner Jordan Ellis. Lost Sep 24: Timing, revisit in Q1. Tags: Pilot. Shift plus arrow keys moves between stages; M opens the move menu.
  2. Lost. Owner Marcus Chen. Lost Sep 11: Chose a competitor. Tags: Mid-market. Shift plus arrow keys moves between stages; M opens the move menu.
  3. Lost. Owner Sofia Alvarez. Lost Sep 4: No budget this year. Tags: Mid-market. Shift plus arrow keys moves between stages; M opens the move menu.