Name
1
Hephaestus Capital
2
FireBasket
3
The Handy Henchwomen, LLC
4
Bob's Cabinets
5
Four Horsepeople Flooring & Tile
6
The Gingerbread Men Pâtisserie
7
Nibelungen Jewelers
8
Callipygia
9
Quiddity
10
Hydden Ajenda
11
The Cactus Castle
12
Lepht Aid
13
Chiron Farms
14
Morgana's Magical Meats
15
Crowley Cast Iron
16
Hotel Abyssinian
17
The Sphynx
18
Albertsons & Associates
19
United Kickball League
20
The Savannah Hotel & Conference Center
21
Bobtail Plaza
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Rep
Sales Stage
Priority
Expected Close Date
Forecast Value
Probability
Last Contact
Signed Contract Value
Notes
Katina Frey
Closed-Won
1/2/2017
$6,500.00
80%
12/30/2016
$6,750.00
12/30/2016: Deal closed! They've signed the contract and paperwork, and we'll be initiating fulfillment shortly 12/22/2016: Sent over the contract w/ the revised numbers based on the volume discount 12/17/2016: Had a really good pitch with their Head of Security and ops team
Marcellus Wong
Closed-Won
1/3/2017
$7,100.00
80%
1/2/2017
$6,890.00
1/2/2017: Deal closed, but they want to pause on fulfillment until following week so their ops team will be on hand to set everything up
Kendrick Anar
Closed-Lost
1/5/2017
$8,300.00
20%
12/30/2016
12/30/2016: They ultimately decided on another vendor who was able to offer them a longer warranty and cover repair costs for up to 5 years (which we couldn't match)
Katina Frey
Negotiation
1/6/2017
$3,000.00
10%
1/6/2017
Emily Rintaro
Contract
1/9/2017
$12,500.00
60%
1/10/2017
1/10/2017: Sent over the contract for their team to review; will follow-up with them on 1/14 1/3/2017: During our discussion, they realized they don't need as many PorchCams as they thought initially --> Revising contract to reflect this
Clara Rotelli
Closed-Won
1/9/2017
$9,500.00
95%
1/9/2017
$9,250.00
Stephan Oswald
Closed-Won
1/11/2017
$10,190.00
75%
1/11/2017
$9,890.00
Bernard Casper
Negotiation
1/13/2017
$4,500.00
75%
1/10/2017
Bernard Casper
Evaluation
1/16/2017
$8,000.00
60%
1/10/2017
Deepa Vartak
Negotiation
1/17/2017
$6,200.00
70%
1/11/2017
1/11/2017: They've reviewed the contract and sent over some edits on pricing and warranty terms for us to review --> Aiming to respond to them by 1/13 1/9/2017: Sent them over the proposed contract for their orders
Katina Frey
Contract
1/19/2017
$11,250.00
90%
1/12/2017
Katina Frey
Negotiation
1/19/2017
$3,000.00
65%
1/11/2017
Emily Rintaro
Closed-Won
1/24/2017
$14,000.00
40%
1/9/2017
Clara Rotelli
Negotiation
1/24/2017
$5,350.00
20%
1/10/2017
Marcellus Wong
Evaluation
1/26/2017
$5,750.00
70%
1/11/2017
Stephan Oswald
Evaluation
1/27/2017
$2,150.00
90%
1/12/2017
1/12/2017: We're a really good fit for their current needs. We've sent over our initial pitch deck and resources and have a call scheduled 1/6/2017: Reached out to us after hearing about us from an existing customer
Kendrick Anar
Qualification
1/27/2017
$7,500.00
75%
1/11/2017
Kendrick Anar
Evaluation
1/30/2017
$11,750.00
60%
1/9/2017
Bernard Casper
Qualification
1/30/2017
$6,000.00
50%
1/12/2017
Deepa Vartak
Qualification
1/30/2017
$6,800.00
80%
1/11/2017
Stephan Oswald
Qualification
1/31/2017
$5,300.00
70%
1/9/2017
21 records

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