Deal Details
Comprehensive view of a single opportunity
Deal Value
$67,000
Stage Progression
17% through pipelineOwner
Sarah Chen
Close Date
Aug 25, 2025
Age
9 days · 3d in stage
Last Activity
20m ago
Deal Summary
Value
$67k
Probability
45%
Weighted
$30k
Type
New Business
Next Step
Demo scheduled
Activity Timeline
Discovery call with John Smith
2h agoDiscussed platform fit and integration timeline. Strong interest in Q3 deployment.
QBR with GlobalTech leadership
4h agoPresented Q2 results and roadmap. CFO requested updated pricing for multi-year renewal.
Sent revised proposal to Vertex
5h agoUpdated SOW with revised pricing terms and added SLA appendix.
Follow up on DataStream renewal
6h agoSchedule renewal QBR before contract expiry.
Deal moved to Negotiation
7h agoPulse Health Systems moved from Proposal to Negotiation stage.
Stage History
Entered on Jul 1 · 3 days in stage
3d
Entered on Jul 4 · 3 days in stage
3d
Notes
(3)Champion confirmed they have budget approved for Q3. Need to align on implementation timeline with their IT team.
Legal team requested additional security review docs. Sent over SOC2 report and architecture diagram.
Initial discovery call went well. Key pain points: legacy system integration, reporting automation, multi-region compliance.
Files
(4)Revised_MSA_v3.pdf
2.4 MB · 2h ago by SC
Security_Review_Document.pdf
1.8 MB · 1d ago by MJ
Implementation_Architecture.png
480 KB · 3d ago by SC
Q3_Pricing_Proposal.xlsx
120 KB · 5d ago by SC
AI Insights
Risk Factors
Champion engagement dropped 32% in last 14 days
No executive sponsor identified beyond VP Engineering
Close date slipping — original target was Jul 15
Recommendations
Stakeholders
(1)Maya Patel
Head of Content