New business

Q3 pipeline

Sep 1 – Nov 30 · 3 deals have sat in one stage for over 21 days.

Open pipeline
$1.15M
13 deals
Weighted
$526K
by stage probability
Closed won
$742K
62% of quota
Win rate
31%
+4 pts vs. Q2
Sales cycle
41 days
−6 days vs. Q2
0.0%
of Q3 quota closed

Team quota

$742K closed of $1.2M, 47 days left in the quarter.

Forecast
106% of quota
Pace
+28% vs. linear
Forecast
Closed won by month, with commit and best case still open. The dashed line is the monthly quota.
Commit 91% · Best case 113%

Deals

Drag a deal to move it between stages.
Qualified3$157K10%
F
Ferro SteelPlant ops dashboards
$72,0009dTO
Intro with CFO · Oct 21
N
Northgate InsuranceClaims analytics pilot
$48,0003dMW
Discovery call · Tue
J
Juniper SchoolsDistrict rollout, 14 sites
$36,5006dHO
Send case study
Discovery4$297K25%
S
Solace ClinicsPatient ops · 3 regions
$124,00011dPR
Demo · Thu 10:00
R
Redwood LogisticsFleet visibility
$96,00027dMW
Stale · Re-engage champion
V
Vantage RoboticsSelf-serve to Enterprise
$54,0008dLF
Security questionnaire
Q
Quarry & CoFinance team, 40 seats
$22,8004dOP
Answer pricing questions
Proposal3$342K50%
B
Brightwater HealthEnterprise, 400 seats
$212,00014dPR
Proposal review · Oct 16
O
Oakline RetailStore performance suite
$88,00023dHO
Stale · Waiting on procurement
L
Lumen GridUsage analytics add-on
$41,5005dTO
Legal redlines
Negotiation3$354K75%
H
Halcyon Freight3-year renewal + expansion
$164,0009dMW
Final pricing call · Fri
P
Pinecrest BankRisk reporting
$132,00031dOP
Stale · Security review
C
Corvid SystemsPlatform, 120 seats
$58,0006dLF
MSA signature
Closed won3$186K100%
L
Larkspur EnergyGrid analytics
$92,000Oct 2TO
Kickoff booked
M
Meridian FoodsSupply chain, 80 seats
$76,000Oct 9PR
Handoff to CS
K
Kinfolk StudiosTeam plan upgrade
$18,400Oct 7HO
Invoice sent
Activity
Calls, emails and moves across the team.

  • Priya Raman moved to Proposal Brightwater Health

    12m ago

  • Marcus Webb logged a call with Halcyon Freight

    Agreed on a 3-year term. Pricing call Friday.

    34m ago

  • Lena Fischer sent the order form to Corvid Systems

    1h ago

  • Hannah Okafor closed Kinfolk Studios

    $18,400 · Team plan upgrade

    2h ago

  • Hannah Okafor booked a meeting with Juniper Schools

    3h ago

  • Owen Park emailed Pinecrest Bank

    Sent the SOC 2 report and pen test summary.

    5h ago
Leaderboard
Closed won this quarter against a $200K quota each.
  1. 1PR
    Priya Raman$214K
    107%
  2. 2MW
    Marcus Webb$159K
    79%
  3. 3TO
    Tomás Ortega$131K
    66%
  4. 4HO
    Hannah Okafor$98.4K
    49%
  5. 5LF
    Lena Fischer$84.3K
    42%
  6. 6OP
    Owen Park$56.0K
    28%