Pipeline overview
Workspace / Sales cloud / Q3 forecast
Pipeline value
$4.82M
+14.6%
vs last quarter
Closed won (MTD)
$612K
+8.1%
vs prior month
Win rate
38.4%
-1.9%
vs last quarter
Active accounts
1,284
+52 new
this week
Top opportunities — Q3 trail
7 of 184
All owners
This quarter
Quarterly trail 5 of 6 milestones
83%
| Opportunity | Owner | Stage | Amount | Close date | Trail | |
|---|---|---|---|---|---|---|
|
NV
Northwind Voyage · Service Cloud expansion
ACCT-09812 · Renewal + 240 seats
|
AKAria Kavanaugh |
Proposal | $184,200 | Sep 28, 2024 | 72% | |
|
HM
Harborline Mutual · Field workflow rollout
ACCT-04201 · 6-state deployment
|
DTDevin Tashiro |
Negotiation | $326,500 | Oct 14, 2024 | 88% | |
|
PG
Pinegrove Outfitters · Loyalty cloud pilot
ACCT-11470 · 12 retail regions
|
SPSolomon Park |
Closed won | $94,800 | Sep 06, 2024 | 100% | |
|
LB
Lumen Biotech · Compliance hub rollout
ACCT-08123 · 18-month phased
|
RKReina Kowalski |
Qualification | $268,000 | Nov 02, 2024 | 34% | |
|
SH
Sundial Hospitality · Reservation flow
ACCT-02938 · 47 properties
|
YOYusra Okafor |
At risk | $142,750 | Sep 22, 2024 | 46% | |
|
QH
Quartz & Holm Logistics · Route AI
ACCT-15506 · 3 distribution hubs
|
BNBowen Nair |
Proposal | $211,400 | Oct 30, 2024 | 61% |