Opportunities

Pipeline, forecast, and AI deal coaching

Open pipeline

$2336k

Excludes closed

Weighted forecast

$1520k

Probability-adjusted

Closed won (Q)

$140k

vs $720k target

Prospecting

1

Vela — Lead Triage

$36k20%

Qualification

4

Northstar — Outbound Renewals

$320k45%

Lumen — CX Voice

$120k50%

Orbital — Inbound Sales

$96k45%

Meridian — Compliance Suite

$72k40%

Needs Analysis

4

Helios — Support Automation

$210k60%

Stellar — BPO Augment

$540k55%

Maple — Booking Agent

$24k65%

Apex — Patient Onboarding

$58k55%

Proposal

1

Acme — Voice OS Pilot

$480k75%

Negotiation

1

Vertex — Renewals Bot

$380k70%