Monday, June 17
Good morning, Alex ✦
Here’s what’s happening across your revenue team.
YOUR REVENUE, IN FOCUS
A little momentum goes a long way.
Your team has 6 active opportunities in motion. Keep it going.
Open pipeline
$350k
12.8% vs. last month
Active deals
6
3 new this month
Companies
7
8.4% this quarter
Win rate
68.4%
4.2% this quarter
Pipeline by stage
Open opportunities · $350k total
$64kDiscovery
$48kQualification
$176kProposal
$62kNegotiation
$54kClosed won
Opportunity value6 active deals
Recent activity
Latest updates from your team
Maya Chen moved Northstar expansion to Proposal
12 minutes agoAlex Morgan added a call with Brightside
1 hour agoJordan Lee completed a follow-up task
3 hours agoMaya Chen added a new contact at Meridian
YesterdayYour open deals
Stay close to what’s moving
| DEAL | COMPANY | STAGE | OWNER | CLOSE DATE | VALUE |
|---|---|---|---|---|---|
| Northstar expansion | Northstar Labs | Proposal | Maya Chen | Nov 24 | $84,000 |
| Customer insights platform | Brightside Health | Negotiation | Alex Morgan | Nov 18 | $62,000 |
| Meridian annual plan | Meridian Studio | Qualification | Jordan Lee | Dec 1 | $48,000 |
| Folio team rollout | Folio Works | Discovery | Maya Chen | Dec 8 | $36,000 |
| Greenline partnership | Greenline Energy | Proposal | Alex Morgan | Nov 21 | $92,000 |