Deal Details
Comprehensive view of a single opportunity
Deal Value
$134,000
Stage Progression
67% through pipelineOwner
Emily Davis
Close Date
Jul 19, 2025
Age
36 days · 11d in stage
Last Activity
1h ago
Deal Summary
Value
$134k
Probability
78%
Weighted
$105k
Type
New Business
Next Step
HIPAA sign-off
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 Jun 10 · 4 days in stage
4d
Entered on Jun 14 · 4 days in stage
4d
Entered on Jun 18 · 4 days in stage
4d
Entered on Jun 22 · 4 days in stage
4d
Entered on Jun 26 · 11 days in stage
11d
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
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