Open Deals
12
Pipeline
$1.7M
New Leads (7d)
0
Tasks Due Today
0
Activities (7d)
0
Total Revenue
$2.41M
Pipeline Value
$1.7M
Deals Won
2
Win Rate
67%
Avg Deal Size
$261K
Activities This Week
0
2
Won
$522K
1
Lost
$165K
Review CartFusion SLA terms
Follow up with Alex Thompson on expansion timeline
DataStream contract redline review
Weekly pipeline review meeting
Prepare Meridian Health security review deck
Sarah Chen Discovery call with Alex Thompson — discussed platform expansion needs and Q2 rollout timeline.
Mar 18, 2:30 PM
Marcus Rivera Sent updated pricing proposal to Meridian Health with HIPAA compliance details.
Mar 17, 10:15 AM
Emily Nakamura Technical review with NovaPay — covered API architecture, rate limiting, and sandbox setup.
Mar 16, 9:00 AM
Priya Sharma ShieldGuard Security Suite moved to Closed Won — $142,000 contract signed.
Mar 15, 4:45 PM
Emily Nakamura Follow-up with CartFusion CTO — discussed pricing flexibility and multi-year options.
Mar 14, 3:00 PM
Sarah Chen Internal strategy note for CloudNexus — need exec sponsor alignment before proposal.
Mar 14, 11:20 AM
Sarah Chen
$560,000Marcus Rivera
$380,000James Okafor
$312,000Priya Sharma
$266,000| Deal | Value | Stage | Owner | Closes |
|---|---|---|---|---|
| GreenHorizon ESG Platform GreenHorizon | $42,000 | Qualified | Today |