Q3 pipeline

18 open deals, 6 closing this month

Weighted forecast

$1.94M

+11.4% against the same point last quarter. Commit is $1.22M.

Win rate

34%

Last 90 days

Avg cycle

46d

Target 40d

Slipping

5

No activity in 14 days

Qualifying

$310k

Proposal

$688k

Negotiation

$512k

Closed won

$430k

Helios Biotech

Renewal at risk
Value
$338,000
Stage
Proposal
Close date
28 Sep 2026
Owner
Rae Kimura
Source
Conference

Health

Score 58 of 100. Logins fell 34% after the security review.

  • Proposal v3 sent, pricing adjusted for a 24-month term.

  • Security review call with their CISO and two engineers.

CRM template. Companies and figures are fictional. Built with ux-ui-agent-skills by Thientan Soparat. All examples