Pipeline

Every open deal, most urgent first. Stages come from the emails and files; move one by hand and rebuilds keep your choice.

Open deals
3
3 need attention
Pipeline value
$300,000
3 of 3 deals have a value
Weighted by stage
$191,250
value times the stage's close odds
3 deals with a single contact 3 going quiet (14+ days, no contact) 0 stalled (30+ days in one stage) 0 slower than usual (well past the typical time in their stage)
All Single contact Going quiet Stalled Slower than usual
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Forecast

No close month $191,250 3 deals
Only values entered by a person count. Weights: Intro 5%, Discovery 10%, Assessment 25%, Proposal 50%, Signed 90%, Active 100%. Lost deals are left out.

Assessment

1 deal · $75,000
DealFlagsContactValueStage
Healthcare Plus Single contact Going quiet last contact 20 days ago0 days in Assessment
25% · $18,750 weighted

Proposal

1 deal · $75,000
DealFlagsContactValueStage
TechStart Single contact Going quiet last contact 14 days ago0 days in Proposal
50% · $37,500 weighted

Signed

1 deal · $150,000
DealFlagsContactValueStage
Global Finance Inc Single contact Going quiet last contact 18 days ago0 days in Signed
90% · $135,000 weighted