Opportunity Name
1
Galerprises second use case
2
RN RFQ
3
Huyler inquiry
4
Owlimited expansion
5
JJ second team
6
Robinetworks RFQ
7
Sunlight renewal
8
Owlimited inbound req
9
Acepolly second use case
10
ET pilot
11
Acepoly AUS
12
Galerprises exploratory
13
Acepoly first team
14
EFC inbound
15
JJ RFI
16
Wolf RFI
17
Galerprises renewal
18
Huyler main team
19
Payless Cashways EU
20
EYS renewal
21
Robinetworks renewal
22
Payless inbound
23
SI expansion
24
BPS second use case
25
LKS req
26
Acetube inquiry
27
BPS Pilot
28
Timbershadow expansion
29
Dunder Mifflin Opp
Drag to adjust the number of frozen columns
Stage
Stage LR (automate)
Probability To Close
Opportunity Value Forecast
Lead Source LR
Lead Source
Opportunity Value
Last Stage update Date (automate)
Today's date
Priority
Status
Opportunity Owner
User (from Opportunity Owner)
Account
Region
Team
Expected close date
Proposal deadline
Actual Close Date
Closed Fiscal Quarter (calc)
(Delete) Closed Fiscal Quarter (non calendar)
Forecast Close Quarter LR
Is Current Quarter
Last contact
Contacts
Interaction
Opportunity Added
Created by
Notes
Closed Lost
Closed Lost
$0
Cold Outreach
Cold Outreach
$23,833
2/25/2025
High
Closed Lost
Malik Johnson
Galerprises
EMEA
Sales
12/11/2023
11/12/2023
12/11/2023
Q4/2023
Q4/2023
Q4/2023
No
12/3/2023
Lauren Chavez
Galerprises-Discovery-11-02-2023
Galerprises-Pricing discussion-12-03-2023
10/31/2023
Lost the deal after C-suite opted for a competitor with different features. Will continue to nurture the relationship.
Closed Lost
Closed Lost
$0
Form Fill
Form Fill
$18,443
2/25/2025
Very low
Closed Lost
Sophia Rodriguez
Revelationetworks
EMEA
Sales
12/19/2023
11/22/2023
12/19/2023
Q4/2023
Q4/2023
Q4/2023
No
11/16/2023
Mildred Weber
Revelationetworks-Discovery-11-16-2023
11/15/2023
Lost to a competitor after final discussions. Client cited lower pricing as the deciding factor.
Closed Won
Closed Won
100%
$15,200
Event
Event
$15,200
2/25/2025
High
Closed Won
Elijah Thompson
Huyler's
APAC
Sales
12/9/2023
11/17/2023
2/14/2024
Q1/2024
Q1/2024
Q1/2024
No
12/5/2023
Pamela Jimenez
Huyler's-Discovery-11-15-2023
Huyler's-Demo-12-05-2023
11/15/2023
Contract signed and deal closed! Client's onboarding scheduled for next week. POC is excited to start implementation.
Closed Won
Closed Won
100%
$23,030
Form Fill
Form Fill
$23,030
2/25/2025
Medium
Closed Won
Mia Kim
Owlimited
EMEA
Sales
11/10/2023
10/8/2023
9/12/2024
Q3/2024
Q3/2024
Q3/2024
No
11/4/2023
Olivia Burton
Owlimited-Discovery-10-02-2023
Owlimited-Demo-10-27-2023
Owlimited-Legal discussion-11-04-2023
11/15/2023
Contract signed and deal closed! Client's onboarding scheduled for next week. POC is excited to start implementation.
Closed Won
Closed Won
100%
$20,068
Event
Event
$20,068
2/25/2025
Very high
Closed Won
Javier Santos
Jay Jacobs
NAMER
Sales
11/7/2023
8/1/2023
6/12/2024
Q2/2024
Q2/2024
Q2/2024
No
10/22/2023
Richard Chen
Jay Jacobs-Discovery-09-24-2023
Jay Jacobs-Demo-10-22-2023
12/19/2023
Closed won after final discussions with the C-suite. Sent over onboarding materials, kickoff scheduled for next Monday.
Closed Lost
Closed Lost
$0
Event
Event
$20,036
2/25/2025
Low
Closed Lost
Andre Williams
Robinetworks
NAMER
Customer Success
11/14/2023
10/15/2023
11/14/2023
Q4/2023
Q4/2023
Q4/2023
No
11/2/2023
Judith May
Robinetworks-Discovery-09-30-2023
Robinetworks-Demo-10-23-2023
Robinetworks-Pricing discussion-11-02-2023
12/19/2023
Client decided to stick with their existing vendor. Follow-up scheduled for six months to reevaluate.
Closed Won
Closed Won
100%
$16,500
Cold Outreach
Cold Outreach
$16,500
2/25/2025
Very high
Closed Won
Mia Kim
Sunlight Intelligence
NAMER
Customer Success
12/7/2023
10/31/2023
12/7/2023
Q4/2023
Q4/2023
Q4/2023
No
10/30/2023
Michelle Torres
Sunlight Intelligence-Discovery-10-30-2023
1/3/2024
Deal closed! Client opted for the enterprise package and is keen on quick deployment. Onboarding to begin in two weeks.
Negotiation
Negotiation
40%
$7,160
Cold Outreach
Cold Outreach
$17,899
2/25/2025
High
Stalled
Mia Kim
Owlimited
EMEA
Sales
1/31/2025
12/3/2023
Q1/2025
Q4/2024
Q1/2025
Yes
12/24/2023
Olivia Burton
Owlimited-Discovery-11-25-2023
Owlimited-Pricing discussion-12-24-2023
1/3/2024
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. Client requested a formal proposal. Legal team is preparing documents for review. Negotiation with C-suite underway. Client has requested final pricing and references.
Closed Won
Closed Won
100%
$18,049
Webinar
Webinar
$18,049
2/25/2025
Medium
Closed Won
Javier Santos
Acepoly
APAC
Sales
Customer Success
12/23/2023
11/28/2023
1/17/2024
Q1/2024
Q4/2023
Q1/2024
No
Eric Jackson
1/17/2024
Client signed the contract after successful negotiation. Preparing the team for implementation by the end of the month.
Negotiation
Negotiation
40%
$18,646
Event
Event
$46,616
2/25/2025
Very low
In Progress
Andre Williams
Elek-Tek
LATAM
Sales
12/31/2024
12/25/2023
Q4/2024
Q4/2024
Q4/2024
No
1/9/2024
Theresa Griffin
Elek-Tek-Discovery-12-20-2023
Elek-Tek-Demo-01-01-2024
Elek-Tek-Legal discussion-01-09-2024
2/25/2024
Preliminary discussion with the POC scheduled. AE to explore current pain points. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. Working with the prospect to align on the approval process. Proposal in the works. Client requested amendments to the SLA. Proposal with updated terms sent for review.
Closed Won
Closed Won
100%
$30,000
Cold Outreach
Cold Outreach
$30,000
10/16/2024
2/25/2025
Very high
In Progress
Javier Santos
Acepoly
APAC
Sales
Customer Success
12/31/2024
11/27/2023
Q4/2024
Q4/2024
Q4/2024
No
12/24/2023
Eric Jackson
Acepoly-Demo-12-09-2023
Acepoly-Pricing discussion-12-18-2023
Acepoly-Legal discussion-12-24-2023
2/25/2024
Preliminary discussion with the POC scheduled. AE to explore current pain points. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. Discussing contract terms with the client. Legal department reviewing the proposal. Negotiation with C-suite underway. Client has requested final pricing and references.
Negotiation
Negotiation
40%
$12,200
Cold Outreach
Cold Outreach
$30,501
2/25/2025
Very low
Stalled
Malik Johnson
Galerprises
EMEA
Sales
12/18/2024
1/8/2024
Q4/2024
Q4/2024
Q4/2024
No
1/20/2024
Lauren Chavez
Galerprises-Discovery-01-01-2024
Galerprises-Demo-01-07-2024
Galerprises-Pricing discussion-01-14-2024
Galerprises-Legal discussion-01-20-2024
3/14/2024
Preliminary discussion with the POC scheduled. AE to explore current pain points. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. Client requested a formal proposal. Legal team is preparing documents for review. Client requested amendments to the SLA. Proposal with updated terms sent for review.
Negotiation
Negotiation
40%
$2,646
Form Fill
Form Fill
$6,615
10/4/2024
2/25/2025
High
In Progress
Javier Santos
Acepoly
APAC
Sales
Customer Success
10/31/2024
12/31/2023
Q4/2024
Q3/2024
Q4/2024
No
11/18/2023
Eric Jackson
Acepoly-Discovery-11-18-2023
5/8/2024
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Client requested a formal proposal. Legal team is preparing documents for review. Client requested amendments to the SLA. Proposal with updated terms sent for review.
Negotiation
Negotiation
40%
$7,486
Cold Outreach
Cold Outreach
$18,714
3/29/2024
2/25/2025
Medium
In Progress
Ava Gupta
Eagle Food Centers
LATAM
Sales
1/31/2025
1/5/2024
Q1/2025
Q4/2024
Q1/2025
Yes
1/17/2024
Helen Ryan
Eagle Food Centers-Discovery-12-23-2023
Eagle Food Centers-Demo-01-10-2024
Eagle Food Centers-Pricing discussion-01-17-2024
5/22/2024
POC interested after initial outreach. AE to conduct discovery call next week. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. Client requested a formal proposal. Legal team is preparing documents for review. Negotiation with C-suite underway. Client has requested final pricing and references.
Proposal
Proposal
25%
$7,500
Webinar
Webinar
$30,000
2/25/2025
High
In Progress
Javier Santos
Jay Jacobs
NAMER
Sales
1/26/2025
12/26/2023
Q1/2025
Q4/2024
Q1/2025
Yes
1/16/2024
Richard Chen
Jay Jacobs-Discovery-12-19-2023
Jay Jacobs-Legal discussion-01-16-2024
7/1/2024
POC interested after initial outreach. AE to conduct discovery call next week. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. Client requested a formal proposal. Legal team is preparing documents for review.
Proposal
Proposal
25%
$14,313
Cold Outreach
Cold Outreach
$57,252
2/25/2025
High
In Progress
Elijah Thompson
Wolf Motors
NAMER
Customer Success
1/20/2025
1/1/2024
Q1/2025
Q4/2024
Q1/2025
Yes
1/14/2024
Billy Bennett
Wolf Motors-Discovery-12-24-2023
Wolf Motors-Demo-01-14-2024
7/11/2024
Preliminary discussion with the POC scheduled. AE to explore current pain points. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Contract under review by the client. AE providing additional documentation for procurement team.
Evaluation
Evaluation
20%
$4,641
Cold Outreach
Cold Outreach
$23,205
2/25/2025
Low
Stalled
Malik Johnson
Galerprises
EMEA
Sales
12/31/2024
1/19/2024
Q4/2024
Q4/2024
Q4/2024
No
1/31/2024
Judith Clark
Galerprises-Discovery-01-09-2024
Galerprises-Demo-01-24-2024
Galerprises-Pricing discussion-01-31-2024
8/6/2024
POC interested after initial outreach. AE to conduct discovery call next week. Product demo completed. Awaiting feedback from POC and procurement regarding next steps.
Proposal
Proposal
25%
$5,135
Form Fill
Form Fill
$20,539
2/25/2025
Very high
Stalled
Elijah Thompson
Huyler's
APAC
Sales
3/31/2025
12/28/2023
Q1/2025
Q1/2025
Q1/2025
Yes
12/22/2023
Pamela Jimenez
Huyler's-Discovery-12-22-2023
8/20/2024
POC interested after initial outreach. AE to conduct discovery call next week. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. Discussing contract terms with the client. Legal department reviewing the proposal.
Proposal
Proposal
25%
$12,500
Form Fill
Form Fill
$50,000
10/8/2024
2/25/2025
High
In Progress
Sophia Rodriguez
Payless Cashways
NAMER
Sales
3/31/2025
1/7/2024
Q1/2025
Q1/2025
Q1/2025
Yes
1/29/2024
Jeffrey Grant
Payless Cashways-Discovery-12-26-2023
Payless Cashways-Legal discussion-01-29-2024
Payless Cashways-Demo-01-15-2024
8/22/2024
Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. Discussing contract terms with the client. Legal department reviewing the proposal.
Proposal
Proposal
25%
$30,876
Form Fill
Form Fill
$123,503
10/8/2024
2/25/2025
Low
In Progress
Aria Patel
Edge Yard Service
APAC
Sales
5/1/2025
1/14/2024
Q2/2025
Q2/2025
Q2/2025
No
Olivia Guzman
9/18/2024
Preliminary discussion with the POC scheduled. AE to explore current pain points. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. Client requested a formal proposal. Legal team is preparing documents for review.
Evaluation
Evaluation
20%
$24,938
Cold Outreach
Cold Outreach
$124,692
2/25/2025
Medium
In Progress
Andre Williams
Robinetworks
NAMER
Customer Success
5/1/2025
1/28/2024
Q2/2025
Q2/2025
Q2/2025
No
2/5/2024
Judith May
Robinetworks-Discovery-01-17-2024
Robinetworks-Kickoff Call-02-05-2024
9/27/2024
POC interested after initial outreach. AE to conduct discovery call next week. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback.
Evaluation
Evaluation
20%
$4,200
Webinar
Webinar
$20,999
2/25/2025
Low
In Progress
Sophia Rodriguez
Payless Cashways
NAMER
Sales
11/29/2024
1/22/2024
Q4/2024
Q4/2024
Q4/2024
No
Lauren Chavez
9/30/2024
Preliminary discussion with the POC scheduled. AE to explore current pain points. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback.
Evaluation
Evaluation
20%
$2,537
Webinar
Webinar
$12,687
2/25/2025
Low
In Progress
Mia Kim
Sunlight Intelligence
NAMER
Customer Success
12/31/2024
1/30/2024
Q4/2024
Q4/2024
Q4/2024
No
1/28/2024
Michelle Torres
Sunlight Intelligence-Discovery-01-28-2024
10/3/2024
Preliminary discussion with the POC scheduled. AE to explore current pain points. Product demo completed. Awaiting feedback from POC and procurement regarding next steps.
Evaluation
Evaluation
20%
$4,958
Cold Outreach
Cold Outreach
$24,791
2/25/2025
Very low
In Progress
Malik Johnson
Bear Paw Solutions
NAMER
Sales
10/5/2024
2/2/2024
Q4/2024
Q3/2024
Q4/2024
No
2/19/2024
Howie Liu
Bear Paw Solutions-Discovery-01-20-2024
Bear Paw Solutions-Kickoff Call-02-19-2024
10/4/2024
Preliminary discussion with the POC scheduled. AE to explore current pain points. Product demo completed. Awaiting feedback from POC and procurement regarding next steps.
Qualification
Qualification
10%
$7,977
Event
Event
$79,767
2/25/2025
Medium
In Progress
Javier Santos
Leonard Krower & Sons
NAMER
Sales
10/5/2024
2/12/2024
Q4/2024
Q3/2024
Q4/2024
No
2/26/2024
Lori Dixon
Leonard Krower & Sons-Discovery-02-06-2024
Leonard Krower & Sons-Pricing discussion-02-26-2024
Leonard Krower & Sons-Demo-02-11-2024
10/4/2024
Preliminary discussion with the POC scheduled. AE to explore current pain points.
Qualification
Qualification
10%
$5,513
Form Fill
Form Fill
$55,133
2/25/2025
Medium
In Progress
Sophia Rodriguez
Acetube
LATAM
Sales
11/29/2024
2/14/2024
Q4/2024
Q4/2024
Q4/2024
No
2/14/2024
Victoria Porter
Acetube-Discovery-02-03-2024
Acetube-Demo-02-14-2024
10/7/2024
POC interested after initial outreach. AE to conduct discovery call next week.
Qualification
Qualification
10%
$1,000
Cold Outreach
Cold Outreach
$10,000
10/8/2024
2/25/2025
Medium
Stalled
Javier Santos
Bear Paw Solutions
NAMER
Sales
12/31/2024
4/26/2024
Q4/2024
Q4/2024
Q4/2024
No
2/21/2024
Howie Liu
Bear Paw Solutions-Discovery-02-12-2024
Bear Paw Solutions-Pricing discussion-02-21-2024
10/8/2024
Preliminary discussion with the POC scheduled. AE to explore current pain points.
Qualification
Qualification
10%
$8,615
Webinar
Webinar
$86,154
2/25/2025
Very high
In Progress
Elijah Thompson
Timbershadow
EMEA
Customer Success
10/5/2024
3/4/2024
Q4/2024
Q3/2024
Q4/2024
No
2/23/2024
Scott Brewer
Timbershadow-Kickoff Call-02-13-2024
Timbershadow-Implementation-02-23-2024
10/8/2024
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Qualification
Qualification
10%
$0
Cold Outreach
Cold Outreach
2/25/2025
Dunder Mifflin
Q4/NaN
Michael Scott
10/16/2024
They sell paper and want our software
29 opportunities
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