Dashboard
Pipeline health at a glance — value, weighted forecast, and recent activity.
Open pipeline
$217,500.00
Across all active deals
Weighted forecast
$125,750.00
Probability-adjusted by stage
Won this month
$8,400.00
Closed-won in Sep 2026
Win rate
67%
Of closed deals
Pipeline by stage
Recent activity
Intro call — walked through the freight platform scope. Strong interest, wants a formal proposal.
Sent pricing summary and implementation timeline.
On-site demo of the POS integration with the store ops team.
Aldergate signed. Kicking off onboarding next week.
Negotiation call — discussed a phased payment schedule.
Follow-up on the scheduling module proposal, awaiting internal review.