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Sales Pipeline

Pipeline Dashboard

entityedited by Cairni · 방금 · AIv1

Pipeline Overview

Mid-market B2B collaboration SaaS sales — inbound and outbound. This quarter's quota: $600k. Deal notes.md


Deals by Stage

Sales Pipeline by StageAI · 출처 클릭
Lead1
Novalogics · $90k/yr · 20%
Discovery1
Brickmate · $135k/yr · 35%
Proposal1
SevenRetail · $270k/yr · 50%
Negotiation1
AtlasHR · $180k/yr · 70%
Closed Won1
CoreWorks · $110k/yr · 100%
Closed Lost1
MegaMart · $370k/yr · 0%

Pipeline Stats

AI · 출처 클릭
Total Active Pipeline (excl. closed)
$785k/yr
Deal notes.md
Weighted Expected Revenue
$279k
Deal notes.md
This Quarter's Quota
$600k
Deal notes.md
Closed Won (this period)
$110k/yr
Weighted Expected Revenue is computed as the sum of each open deal's amount × probability: Novalogics ($90k × 20% = $18k) + Brickmate ($135k × 35% = $47.25k) + SevenRetail ($270k × 50% = $135k) + AtlasHR ($180k × 70% = $126k) = $326.25k across open deals. CoreWorks is closed won at $110k (100%). Deal notes.md

Deal Directory

DealCompany SizeStageAmountProbabilityPage
Novalogics120 peopleLead$90k/yr20%deal-novalogics
Brickmate80 peopleDiscovery$135k/yr35%deal-brickmate
SevenRetail300 peopleProposal$270k/yr50%deal-sevenretail
AtlasHR60 peopleNegotiation$180k/yr70%deal-atlashr
CoreWorks40 peopleClosed Won$110k/yr100%deal-coreworks
MegaMartLargeClosed Lost$370k/yr0%deal-megamart

Key Pages

  • Revenue Forecast — full weighted forecast table with expected close dates
  • Next Actions — all open action items grouped by deal and prioritized by date

Pipeline Funnel


*Source: Deal notes.md*

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