Loading...
Quick Add
AR
Alex Rivera
Account Exec
Sales Deals & Pipeline
Manage stage probabilities, revenue forecasts, and commercial closing timelines.
Pipeline Board
Deals List
All Stages
Discovery
Qualification
Proposal
Negotiation
Won
Lost
Active Pipeline Volume:
$441,000
Discovery
$96k
2
Apex Retail — B2B Merchant Ordering Portal
Apex Retail Solutions
$24,000
30% win probability
Due 11-30
Move Stage:
Discovery
Qualification
Proposal
Negotiation
Won
Lost
Precision Fab — Automated Quote Approvals
Precision Precision Fab
$72,000
25% win probability
Due 12-15
Move Stage:
Discovery
Qualification
Proposal
Negotiation
Won
Lost
Qualification
$124k
2
Aura Logistics — Fleet Dispatch CRM Engine
Aura Logistics Group
$68,000
60% win probability
Due 11-15
Move Stage:
Discovery
Qualification
Proposal
Negotiation
Won
Lost
Solaria Clean Energy — Quoting & Territory CRM
Solaria Clean Energy
$56,000
50% win probability
Due 11-20
Move Stage:
Discovery
Qualification
Proposal
Negotiation
Won
Lost
Proposal
$42k
1
Nexus Flow — 60 Seat Enterprise Rollout
Nexus Flow Systems
$42,000
75% win probability
Due 10-31
Move Stage:
Discovery
Qualification
Proposal
Negotiation
Won
Lost
Negotiation
$84k
1
Crestview Capital — Deal Flow CRM Platform
Crestview Capital Advisory
$84,000
85% win probability
Due 10-28
Move Stage:
Discovery
Qualification
Proposal
Negotiation
Won
Lost
Won
$95k
1
Vanguard Health — Clinical Portal Modernization
Vanguard Health Analytics
$95,000
100% win probability
Due 10-05
Move Stage:
Discovery
Qualification
Proposal
Negotiation
Won
Lost
Lost
$0
0
No deals in Lost