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
6
6 need attention
Pipeline value
$700,000
6 of 6 deals have a value
Weighted by stage
$493,750
value times the stage's close odds
6 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 $493,750 6 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.

Intro

1 deal · $50,000
DealFlagsContactValueStage
Acme Corporation Single contact last contact 2 days ago0 days in Intro
5% · $2,500 weighted

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

2 deals · $175,000
DealFlagsContactValueStage
TechStart Single contact Going quiet last contact 14 days ago0 days in Proposal
50% · $37,500 weighted
InnovateCo Single contact last contact 11 days ago0 days in Proposal
50% · $50,000 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

Active

1 deal · $250,000
DealFlagsContactValueStage
RetailMax Single contact last contact 5 days ago0 days in Active
100% · $250,000 weighted