Sales Pipeline
Revenue Forecast
conceptedited by Cairni · 방금 · AIv1
Revenue Forecast
This page tracks the weighted revenue forecast across all deals in the current pipeline. Weighted amount is computed as Deal Amount × Win Probability. Data is sourced from live deal notes. Deal notes.md
Forecast Table
| Deal | Amount ($/yr) | Stage | Probability | Weighted Amount ($/yr) | Expected Close | Page |
|---|---|---|---|---|---|---|
| Novalogics | $90,000 | Lead | 20% | $18,000 | TBD (Jul 11 discovery) | Novalogics |
| Brickmate | $135,000 | Discovery | 35% | $47,250 | TBD (pilot pending) | Brickmate |
| SevenRetail | $270,000 | Proposal | 50% | $135,000 | TBD (Jul 10 review) | SevenRetail |
| AtlasHR | $180,000 | Negotiation | 70% | $126,000 | Jul (targeting this month) | AtlasHR |
| CoreWorks | $110,000 | Closed Won | 100% | $110,000 | Jul 1 (signed) | CoreWorks |
| MegaMart | $370,000 | Closed Lost | 0% | $0 | — (lost) | MegaMart |
Note: MegaMart ($370k) is excluded from active weighted totals as it is Closed Lost. CoreWorks ($110k) is already contracted and counts as realized revenue. Deal notes.md
Weighted Forecast Stats
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Total Active Pipeline (excl. Lost)
$785,000
Deal notes.md
Weighted Expected Revenue (all active)
$436,250
Deal notes.md
Realized Revenue (Closed Won)
$110,000
Deal notes.md
Weighted Revenue (open deals only)
$326,250
Deal notes.md
This Quarter's Quota
$600,000
Deal notes.md
Quota Coverage (weighted / quota)
73%
Deal notes.md
Forecast by Stage
The chart below shows the weighted contribution of each active deal to the overall forecast.
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Novalogics (Lead, 20%)18000
Brickmate (Discovery, 35%)47250
SevenRetail (Proposal, 50%)135000
AtlasHR (Negotiation, 70%)126000
CoreWorks (Closed Won, 100%)110000
Pipeline Funnel
The diagram below illustrates how deals flow through stages and their current positions.
Key Observations
- Quota gap: With $110k already realized (CoreWorks) and $326k weighted in open deals, total weighted coverage is ~$436k against a $600k quota — a ~$164k gap that needs to be filled. Deal notes.md
- Highest-impact open deal: SevenRetail at $270k/50% weighted ($135k) is the single largest opportunity still open, with a proposal review on Jul 10. Deal notes.md
- Nearest close: AtlasHR is in negotiation (70%) targeting a close this month — pending discount approval by Jul 8 and legal sign-off. Deal notes.md
- Lost deal lesson: MegaMart ($370k) was lost to an in-house build decision; re-approach planned in ~6 months. Enterprise in-house-build risk should be flagged early in future deals. Deal notes.md
- Next steps: See Next Actions for all open action items grouped by deal and weekly priorities.
Related Pages
- Pipeline Dashboard — Kanban view of all deals by stage
- Next Actions — Open action items and weekly priorities
- Novalogics · Brickmate · SevenRetail · AtlasHR · CoreWorks · MegaMart