Opportunities

Pipeline, forecast, and AI deal coaching

Open pipeline

$2206k

Excludes closed

Weighted forecast

$1459k

Probability-adjusted

Closed won (Q)

$140k

vs $720k target

Prospecting

1

Vela — Lead Triage

Vela Labs

$36k20%

Qualification

3

Northstar — Outbound Renewals

Northstar Bank

$320k45%

Lumen — CX Voice

Lumen Health

$120k50%

Orbital — Inbound Sales

Orbital Logistics

$96k45%

Needs Analysis

3

Helios — Support Automation

Helios Robotics

$210k60%

Stellar — BPO Augment

Stellar BPO

$540k55%

Maple — Booking Agent

Maple Realty

$24k65%

Proposal

1

Acme — Voice OS Pilot

Acme Inc

$480k75%

Negotiation

1

Vertex — Renewals Bot

Vertex Insurance

$380k70%