Pipeline

Every open deal, by stage

The open total and the stages your deals sit in, in your own stage names.

Open pipeline

$1.52M

16 open deals, no target set.

Counted: every open deal in the workspace, including deals on prospects not yet promoted to a client.

These deals came from a CRM.

Open deals by stage

Expected close by month

About this readingHow this is worked outOpen deals by the month their close date falls in, with deals whose close date has passed in their own Past due column.How this is worked outDays are UTC calendar days, the same day the Overdue flag uses.How this is worked outOpen value is the full amount of each open deal. No deal is weighted by its chance of closing.How this is worked outEvery deal that declares a currency declares USD, so the chart is in USD.When a deal is past dueOverdue: an open deal whose expected close date has passed. Days are UTC calendar days. An open deal with no close date on file, or one we cannot read, is not judged and is counted as not judged.

$1.00M$0

Past dueOct 2026Nov 2026Dec 2026Jan 2027Feb 2027Mar 2027Apr 2027

The pipeline target is for the whole open pipeline, not one month, so no line is drawn here.. No goal line is drawn.

Scale runs from $0 to $1.00M.

Open deals

16 deals

Lumio Beverages - Q2 Rebrand and Packaging RefreshLumio Beverages$180k2026-10-09Active deliveryOverdueOverdue: an open deal whose expected close date has passed. Days are UTC calendar days. An open deal with no close date on file, or one we cannot read, is not judged and is counted as not judged.a CRM
Verity Home Group - Listings Content Program$38k2027-02-12Qualified to buya CRM
Cedar and Co Realty - Website Redesign and Listings IntegrationCedar and Co Realty$78k2026-09-29Active deliveryOverdueOverdue: an open deal whose expected close date has passed. Days are UTC calendar days. An open deal with no close date on file, or one we cannot read, is not judged and is counted as not judged.a CRM
Halcyon Wellness Collective - Retainer Proposal$60k2026-10-30Contract senta CRM
Lumio Beverages - Always-On Paid SocialLumio Beverages$120k2026-11-13Active deliverya CRM
Practica Health - Patient Acquisition Landing ProgramPractica Health$132k2026-10-24Active deliverya CRM
Northwind Outdoor - Fall Seasonal CampaignNorthwind Outdoor$145k2026-11-03Active deliverya CRM
Bloomspace Interiors - Social Content ProgramBloomspace Interiors$64k2026-09-04RenewalOverdueOverdue: an open deal whose expected close date has passed. Days are UTC calendar days. An open deal with no close date on file, or one we cannot read, is not judged and is counted as not judged.a CRM
Juniper and Ash - Site Rebuild and Booking Flow$128k2027-01-01Decision maker bought ina CRM
Lumio Beverages - DTC Site ReplatformLumio Beverages$95k2026-09-09Active deliveryOverdueOverdue: an open deal whose expected close date has passed. Days are UTC calendar days. An open deal with no close date on file, or one we cannot read, is not judged and is counted as not judged.a CRM
Harbor and Pine Hospitality - Local SEO and Reviews ProgramHarbor and Pine Hospitality$60k2026-12-13Active deliverya CRM
Vaultline Fintech - Demand Gen Campaign BuildVaultline Fintech$110k2026-10-14Active deliveryOverdueOverdue: an open deal whose expected close date has passed. Days are UTC calendar days. An open deal with no close date on file, or one we cannot read, is not judged and is counted as not judged.a CRM
Northgate Dental Partners - Multi-location SEO Program$96k2026-11-13Presentation scheduleda CRM
Verity Home Group - Brand Refresh Discovery$72k2026-11-27Qualified to buya CRM
Harbor and Pine Hospitality - Multi-location Brand RefreshHarbor and Pine Hospitality$90k2026-10-29Active deliverya CRM
Kestrel Outdoor Co - Paid Media Ramp$54k2026-12-18Appointment scheduleda CRM

Win rate

How this is worked outWin rate: deals won, divided by deals won plus deals lost. It is over every deal on file, not over a time window. A closed deal with no recorded outcome is counted in neither.

Not measured

No deal is recorded as won or lost yet, so there is no rate to show. 16 deals are on file.

Deals to look at

About this readingWhen a deal is flagged overdueOverdue: an open deal whose expected close date has passed. Days are UTC calendar days. An open deal with no close date on file, or one we cannot read, is not judged and is counted as not judged.When a deal is flagged stalledStalled: an open deal whose stage has not moved in 30deals whose stage changes are on file from the last 180 days; every other open deal is counted as not judged.

5 open deals are overdue.
0 open deals are stalled.
16 open deals are not judged stalled: no stage changes on file from the last 180 days.

Lumio Beverages - Q2 Rebrand and Packaging Refresh, Active delivery. Overdue.
Cedar and Co Realty - Website Redesign and Listings Integration, Active delivery. Overdue.
Bloomspace Interiors - Social Content Program, Renewal. Overdue.
Lumio Beverages - DTC Site Replatform, Active delivery. Overdue.
Vaultline Fintech - Demand Gen Campaign Build, Active delivery. Overdue.