Deals

$269,000 open pipeline · $110,800 weighted

DealContactValueStageProbabilityClose DateInvoices
Vantage — Enterprise CRM RolloutRachel Donovan$84,000Closed Won
100%
May 14, 20260
Apex Logix — Platform IntegrationMarcus Ellison$42,000Negotiation
70%
Jun 29, 20260
Stonebridge — Data Warehouse BuildDavid Park$128,000Closed Won
100%
Apr 19, 20260
Clearway — AI Workflow MVPSimone Watts$37,500Proposal
40%
Jul 14, 20260
Meridian — Patient PortalTanya Briggs$55,000Discovery
20%
Jul 31, 20260
Vantage — Enterprise CRM RolloutRachel Donovan$84,000Closed Won
100%
May 14, 20262
Apex Logix — Platform IntegrationMarcus Ellison$42,000Negotiation
70%
Jun 29, 20261
Stonebridge — Data Warehouse BuildDavid Park$128,000Closed Won
100%
Apr 19, 20262
Clearway — AI Workflow MVPSimone Watts$37,500Proposal
40%
Jul 14, 20260
Meridian — Patient PortalTanya Briggs$55,000Discovery
20%
Jul 31, 20260