Welcome back, Maya
Pipeline health, open deals, and what needs attention.
Closed won this month
$0
-100% vs last month
0 deals · $51.3M last month
Open pipeline
$161.4M
10 deals in progress · $55.2M due this month
Win rate (90d)
60%
3 won · 2 lost
Average deal (90d)
$19M
Closed-won average amount
Closed won vs. new pipeline
Last six months, by the month a deal closed or was created
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Open pipeline by stage
Where the value sits right now
Deals in progress
The largest open deals, and how long each has sat in its stage
Overdue tasks
5 tasks past due
Send HIPAA architecture addendum
Clinician endpoint pilot — 3 campuses
Follow up on education pricing sheet
Student & faculty device program
Book legal review for FedEx MSA
Courier handheld densification — 12 metros
Prepare Q3 pipeline forecast narrative
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Collect signature blocks from Delta legal
Crew tablet fleet refresh — Phase 2
Recent activity
Notes, tasks, emails, and stage changes across the workspace
| Activity | Company | Deal | Who | When |
|---|---|---|---|---|
| Agent enriched company profile | — | Sofia Alvarez | 6 hours ago | |
| Contract redlines returned — crew tablet fleet | James Okonkwo | 28 hours ago | ||
| Executive alignment with Lena Hart | Aria Kim | 33 hours ago | ||
| Demo prep — BMW design studios | Sofia Alvarez | 34 hours ago | ||
| Procurement kickoff with Owen Reeves | Aria Kim | 2 days ago | ||
| Prepare Q3 pipeline forecast narrative | — | — | Maya Chen | 2 days ago |
| Champion identified on clinical side | Maya Chen | 3 days ago | ||
| Security questionnaire completed | Sofia Alvarez | 4 days ago | ||
| Follow up on education pricing sheet | Noah Patel | 4 days ago | ||
| Re: Education device imaging requirements | Noah Patel | 4 days ago |