Opportunity Status
26
Total
Open24
Won1
Lost1
Stale3
Pipeline Value by Stage
$11K
New Lead
$16K
Outreach
$12K
Discovery Booked
$25K
Audit
$8.6K
Proposal
$50K
Active Retainer
Total pipeline · $122K
Conversion Rate
50%
Win Rate
Won1
Lost1
Won revenue
$1.2K
Stage Distribution
New Lead
$11K
Outreach
$16K
Discovery Booked
$12K
Discovery Missed
—
Audit
$25K
Proposal
$8.6K
Closed Won
—
Onboarding
—
Active Retainer
$50K
At Risk
—
Churned
—
MRR Trend
$50K
Current MRR
+$50K since Nov
NovDecJanFebMarAprMay
Stale Deals
10d
Craig Equipment Supply — warehouse + office
Proposal
Tyler
8d
Mountain View Law Partners — 2x/wk service
Proposal
Dax
7d
GJ Community College — 6-building bid
Audit
Dax
3 deals need attention
Rep Leaderboard
1
DA
Demo Admin
$56K
Pipeline value
2
DK
Dax Kellerman
$43K
Pipeline value
3
TM
Tyler McCoy
$12K
Pipeline value
4
AO
Andrea Ochoa
$11K
Pipeline value
Agent Jobs — Sales Director
✓
Bid pipeline stale-check
1 stale bid (Craig Equipment, 8 days since last touch)
2d ago
✓
Bid draft — Colliers 8-property proposal
First-pass proposal generated from walkthrough notes + rate card
2d ago
○
Daily Pipeline Scorecard
Fires 4 PM ET weekdays
Scheduled