Executive portfolio
Weighted forecast, pipeline health, and stuck deals
Weighted forecast
$771K
Commit (≥70%)
$422K
Best case
$1.8M
Win rate
50%
Pipeline value
$1.8M
Open deals
13
Open leads
12
Handoffs done
1
Won
1
Lost
1
Commit threshold
70% prob
Stage breakdown
| Stage | Deals | Volume | Weighted |
|---|---|---|---|
| New Lead | 2 | $95K | $5K |
| Contacted | 1 | $210K | $21K |
| Qualified | 1 | $78K | $16K |
| Statement Requested | 1 | $320K | $80K |
| Statement Received | 1 | $145K | $44K |
| Analysis Complete | 2 | $141K | $56K |
| Solution Designed | 1 | $112K | $56K |
| Proposal Sent | 1 | $275K | $165K |
| Proposal Viewed | 1 | $68K | $48K |
| Negotiation | 1 | $198K | $149K |
| Application Started | 1 | $156K | $133K |
| Closed Won | 1 | $92K | $92K |
| Closed Lost | 1 | $44K | $0 |
Stuck deals (14+ days)
- QA Demo: Coastal Boutique — Opportunity61d
QA Demo: Coastal Boutique · Proposal Viewed
- QA Demo: Golden Gate Catering — Opportunity60d
QA Demo: Golden Gate Catering · Application Started
- QA Demo: Valley Auto Parts — Opportunity60d
QA Demo: Valley Auto Parts · Statement Received
- QA Demo: Summit Services LLC — Opportunity59d
QA Demo: Summit Services LLC · Qualified
- QA Demo: Low Margin Cafe — Opportunity58d
QA Demo: Low Margin Cafe · Analysis Complete
- QA Demo: Metro Retail Co — Opportunity57d
QA Demo: Metro Retail Co · Contacted
- QA Demo: Bistro One — Opportunity52d
QA Demo: Bistro One · New Lead
- QA Demo: Harbor Seafood — Opportunity52d
QA Demo: Harbor Seafood · Statement Requested
- QA Demo: Prairie Dental Group — Opportunity51d
QA Demo: Prairie Dental Group · Analysis Complete
- QA Demo: Northstar Medical — Opportunity51d
QA Demo: Northstar Medical · Negotiation
- QA Demo: Urban Eats Group — Opportunity50d
QA Demo: Urban Eats Group · Proposal Sent
- QA Demo: Lakeside Fitness — Opportunity49d
QA Demo: Lakeside Fitness · Solution Designed
Recent wins
QA Demo: Premier Pet Supply · $92K/mo
Loss reasons (90d)
- Price / fees too high1
Top competitors lost to
No competitor losses tracked yet.
Forecast by category
pipeline
13 deals
$1.8M/mo