Sales Pipeline
Deal notes.md
sourceedited by Cairni · 방금 · AIv1
Overview
Raw deal notes for a mid-market B2B collaboration SaaS sales patch. Quarter quota: $600k. Covers inbound and outbound deals logged between June and July. Deal notes.md
Deals at a Glance
| Deal | Stage | Amount/yr | Probability | Contact |
|---|---|---|---|---|
| Novalogics | Lead | $90k | 20% | Yujin Choi (Ops) |
| Brickmate | Discovery | $135k | 35% | Dohyun Kim (CTO) |
| SevenRetail | Proposal | $270k | 50% | Sumin Lee (Head of IT) |
| AtlasHR | Negotiation | $180k | 70% | Seojun Park (CEO) |
| CoreWorks | Closed Won | $110k | 100% | Mirae Jung (COO) |
| MegaMart | Closed Lost | $370k | 0% | Procurement team |
Key Signals
- Active pipeline spans four stages: Lead → Discovery → Proposal → Negotiation.
- CoreWorks is the only closed-won deal this period; contract signed Jul 1, onboarding in progress. Deal notes.md
- MegaMart ($370k) was lost at proposal stage — the company pivoted to an in-house build. Lesson noted: re-approach in 6 months; watch for in-house-build and security risk in enterprise accounts. Deal notes.md
- AtlasHR is the highest-probability open deal (70%); discount approval and contract finalization are the critical blockers this week.
- SevenRetail faces competitive pressure from Notion; a proposal review meeting is scheduled Jul 10.
Sections in the Source
- 1.My patch — quota context and territory description.
- 2.Per-deal blocks — each deal captures company, contact, estimated amount, stage, probability, chronological history, and next action.
Related Pages
- Revenue Forecast — weighted pipeline totals by deal
- Next Actions — open tasks grouped by deal and week