Deals Pipeline
Pipeline
TableBoardForecast
Agent notes · Halcyon Freight
Owner: Anyone Close: This quarter + Filter
Open pipeline
$4.82M +12.4%
117 deals · vs. last quarter
Weighted forecast
$1.37M +6.1%
Quota $1.50M · 91% covered
Win rate
31.8% +2.3 pts
Trailing 90 days
Median cycle
38 days +4 days
Lead to closed won
Closed revenue Nov 2025 – Oct 2026
WonForecastTarget
$0100k200k300k400k NovDecJanFebMarAprMayJunJulAugSepOct
By stage open value
Lead
$1.64M
Qualified
$1.21M
Demo
$856k
Proposal
$624k
Negotiation
$490k
CompanyStageValueOwner AI score Last touch
Halcyon Freight
Proposal$148,000
PRPriya Raman
87
Opened pricing · 2h
Corvid Analytics
Negotiation$212,500
DODan Okafor
82
Redlines sent · 5h
Tessellate Health
Demo$96,000
PRPriya Raman
76
Call, 42 min · 1d
Okapi Payroll
Qualified$64,800
MLMara Lindqvist
68
Replied · 1d
Marlow & Finch
Proposal$121,000
DODan Okafor
64
Viewed proposal · 2d
Quillstone Bank
Negotiation$278,000
SKSam Kowalski
61
Legal review · 2d
Ardent Robotics
Demo$88,400
MLMara Lindqvist
79
Booked demo · 3d
Sundial Foods
Qualified$42,000
PRPriya Raman
55
Sent case study · 3d
Kitewire
Closed won$134,000
SKSam Kowalski
94
Signed order form · 4d
Larchmont Insurance
Lead$180,000
DODan Okafor
38
No reply · 6d
Vantor Energy
Proposal$156,200
MLMara Lindqvist
73
Pricing call · 6d
Peregrine Aero
Qualified$310,000
SKSam Kowalski
58
Intro via CFO · 1w
Nimbus Grid
Demo$72,500
PRPriya Raman
44
No-show · 1w
Osprey Legal
Lead$38,000
MLMara Lindqvist
52
Downloaded the carrier ROI guide · 1w
Tidewell Water
Closed won$58,900
DODan Okafor
91
Kickoff booked · 1w
Hollis Retail Group
Lead$66,000
SKSam Kowalski
31
Bounced · 2w
Brightwater Logistics
Qualified$97,300
PRPriya Raman
71
Replied · 2w