Q2 Revenue Desk · Private Team Workspace

Sales Pipeline & Follow-Up Desk

Don't lose momentum on 7 overdue follow-ups waiting on rep action today.

Open Pipeline (8 deals)

$460,500

Weighted forecast: $313,950

Closed Won & Win Rate

$159,000

67% win rate

Verified signed agreements this quarter

Follow-Up Queue

7

7 overdue · 0 today

Protect late-stage deals from going dark

Q2 Team Quota Pace

100%

$472,950 / $320,000

Deal Pipeline Board

Advance or reassign any deal stage directly on its card to recalculate weighted revenue in real time.

Lead

2

$63,000 · 20% prob

Meridian Freight$34,000

North American Warehouse API

Contact: Elena Rostova

Expansion opportunity mentioned by Elena for sister division.

Owner: ClaraClose: 2026-11-30
Alpine Cold Chain$29,000

Cryo-Transit Route Optimizer

Contact: Lucas Meyer

Inbound referral from Zurich trade summit; initial scoping call booked.

Owner: SoraClose: 2026-11-23

Qualified

1

$38,500 · 40% prob

Solstice Health$38,500

Regional Clinic SSO & Audit Module

Contact: Devon Alverez

Technical discovery completed; demo scheduled with HIPAA compliance officer.

Owner: SoraClose: 2026-11-12

Proposal

2

$96,000 · 65% prob

Kestrel BioLabs$52,000

Cold-Storage Compliance Suite

Contact: Marcus Thorne

Sent 3-year tiered pricing deck after security questionnaire passed.

Owner: JulianClose: 2026-11-02
Atelier Lumiere$44,000

Retail POS Inventory Sync

Contact: Simone Beauchamp

Custom ERP connector scope approved by their Paris IT lead.

Owner: ClaraClose: 2026-11-06

Negotiation

3

$263,000 · 85% prob

NordicGrid Energy$118,000

Substation Sensor Analytics License

Contact: Hannah Lindqvist

Procurement requested 5% volume discount if signed before month end.

Owner: ClaraClose: 2026-10-28
Meridian Freight$84,000

Multi-Region Fleet Telemetry Rollout

Contact: Elena Rostova

Redlines reviewed with legal; awaiting CFO sign-off on annual prepay.

Owner: ClaraClose: 2026-10-25
HarborWorks Marine$61,000

Drydock Predictive Maintenance Pilot

Contact: Owen Gallagher

Budget confirmed for Q3; evaluating against one legacy incumbent.

Owner: JulianClose: 2026-11-16

Closed Won

2

$159,000 · 100% prob

Apex Foundry$92,000

Automated Vendor Risk Portal

Contact: Tessa Vance-Sterling

Full annual upfront wire received.

Owner: ClaraClose: 2026-10-10
Verve Commerce$67,000

Checkout Fraud Guard Enterprise

Contact: Priya Natarajan

Signed 24-month master services agreement. Onboarding kicked off.

Owner: JulianClose: 2026-10-15

Closed Lost

1

$48,000 · 0% prob

Kaizen Robotics$48,000

Assembly Line Vision QA Expansion

Contact: Kenji Watanabe

Deferred to next fiscal year due to factory floor retrofit freeze.

Owner: SoraClose: 2026-10-13

Follow-Up Reminders

Check off completed outreach or schedule the next touchpoint so deals never stall.

  • Send revised MSA Clause 14 redline to Elena

    ContractMeridian Freight· Elena Rostova· Rep: Clara Vance
    5d overdue
  • Follow up on InfoSec annex sign-off with Marcus

    EmailKestrel BioLabs· Marcus Thorne· Rep: Julian Mercer
    4d overdue
  • Confirm board approval timing with Hannah Lindqvist

    CallNordicGrid Energy· Hannah Lindqvist· Rep: Clara Vance
    4d overdue
  • Prep HIPAA architecture sandbox for Devon

    MeetingSolstice Health· Devon Alverez· Rep: Sora Takahashi
    4d overdue
  • Review Zurich pilot requirements with Lucas Meyer

    CallAlpine Cold Chain· Lucas Meyer· Rep: Sora Takahashi
    3d overdue
  • Walk Simone through Paris ERP sync timeline

    MeetingAtelier Lumiere· Simone Beauchamp· Rep: Clara Vance
    2d overdue
  • Send ROI benchmark worksheet to Owen Gallagher

    EmailHarborWorks Marine· Owen Gallagher· Rep: Julian Mercer
    19h overdue

Pipeline Value by Stage

Live SQL distribution across all 6 stages (unweighted vs probability-adjusted).

Lead$63,000Qualified$38,500Proposal$96,000Negotiation$263,000Closed Won$159,000Closed Lost$48,000
Late-Stage Concentration (Proposal + Negotiation)$359,000

Deals in Proposal and Negotiation carry 65–85% close probability and require touchpoints every 72 hours.

Decision-Maker Directory (10)

Key stakeholders linked to active opportunities. Click “Log Touch” when you speak with a contact.

Hannah Lindqvist

Chief Information Officer · NordicGrid Energy

1 deal

hlindqvist@nordicgrid.se

+46 8 501 294 10

Last touch: Oct 19 (Clara)

Tessa Vance-Sterling

General Counsel · Apex Foundry

1 deal

tessa@apexfoundry.com

+1 (512) 930-1184

Last touch: Oct 19 (Clara)

Elena Rostova

VP of Operations · Meridian Freight

2 deals

e.rostova@meridianfreight.io

+1 (415) 890-2311

Last touch: Oct 18 (Clara)

Priya Natarajan

VP of Finance · Verve Commerce

1 deal

priya@vervecommerce.com

+1 (212) 774-9012

Last touch: Oct 17 (Julian)

Marcus Thorne

Head of Procurement · Kestrel BioLabs

1 deal

mthorne@kestrelbio.com

+1 (617) 304-8821

Last touch: Oct 16 (Julian)

Owen Gallagher

VP of Engineering · HarborWorks Marine

1 deal

owen@harborworks.io

+1 (206) 419-7732

Last touch: Oct 15 (Julian)

Devon Alverez

Director of Clinical IT · Solstice Health

1 deal

devon@solsticehealth.co

+1 (312) 609-4410

Last touch: Oct 14 (Sora)

Lucas Meyer

Supply Chain Lead · Alpine Cold Chain

1 deal

l.meyer@alpinelogistics.ch

+41 44 580 12 90

Last touch: Oct 11 (Sora)

Simone Beauchamp

Managing Director · Atelier Lumiere

1 deal

sbeauchamp@atelierlumiere.fr

+33 1 86 95 40 12

Last touch: Oct 7 (Clara)

Kenji Watanabe

Plant Automation Director · Kaizen Robotics

1 deal

kwatanabe@kaizenrobotics.jp

+81 3 5550 1920

Last touch: Oct 4 (Sora)
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