Demo Mode — Exploring with sample data

Opportunities

Track pipeline progress from prospecting through to won deals.

18 opportunities

Pipeline: $1,740,000
Weighted: $861,000
discovery3 opportunities$455,000
OrganizationContactAssigneeLead SourceEngagementProb %Start DateEnd DateDurationEffortProposal DueCreatedUpdatedWebsiteNotes
UO
Digital Transformation Assessment
Unknown Organization
Unassigned
Inbound
$150,000
25%
$37,500Apr 6, 2026Jun 29, 202612w45dJan 20, 2026Feb 14, 2026CTO expressed strong interest ...
UO
Supply Chain AI Optimization
Unknown Organization
Unassigned
Outbound
$220,000
30%
$66,000Apr 20, 2026Jul 27, 202614w55dJan 8, 2026Feb 12, 2026VP Operations confirmed pain p...
UO
AI Readiness Workshop
Unknown Organization
Unassigned
Referral
$85,000
20%
$17,000May 4, 2026Jun 15, 20266w20dFeb 3, 2026Feb 15, 2026Referred by Meridian Healthcar...
prospecting2 opportunities$220,000
OrganizationContactAssigneeLead SourceEngagementProb %Start DateEnd DateDurationEffortProposal DueCreatedUpdatedWebsiteNotes
UO
Predictive Maintenance Platform
Unknown Organization
Unassigned
Referral
$130,000
20%
$26,000Mar 30, 2026Jun 22, 202612w40dJan 15, 2026Feb 13, 2026Plant manager demo went well. ...
UO
Portfolio Analytics Dashboard
Unknown Organization
Unassigned
LinkedIn
$90,000
15%
$13,500Apr 13, 2026Jun 8, 20268w30dJan 28, 2026Feb 11, 2026Following up from cybersecurit...
writing proposal2 opportunities$175,000
OrganizationContactAssigneeLead SourceEngagementProb %Start DateEnd DateDurationEffortProposal DueCreatedUpdatedWebsiteNotes
UO
Smart Grid Energy Forecasting
Unknown Organization
Unassigned
Conference
$120,000
10%
$12,000Mar 23, 2026Jun 1, 202610w35dFeb 28, 2026Dec 10, 2025Feb 15, 2026Proposal draft in progress. Te...
UO
Customer Churn Prediction Model
Unknown Organization
Unassigned
Referral
$55,000
5%
$2,750May 11, 2026Jul 6, 20268w25dMar 7, 2026Jan 5, 2026Feb 14, 2026Follow-on from completed deman...
waiting for response2 opportunities$245,000
OrganizationContactAssigneeLead SourceEngagementProb %Start DateEnd DateDurationEffortProposal DueCreatedUpdatedWebsiteNotes
UO
ML Pipeline Development
Unknown Organization
Unassigned
Referral
$180,000
30%
$54,000Mar 16, 2026Jun 8, 202612w45dNov 20, 2025Feb 10, 2026Proposal submitted Feb 5. Deci...
UO
Claims Fraud Detection System
Unknown Organization
Unassigned
LinkedIn
$65,000
15%
$9,750Apr 14, 2026Jun 9, 20268w28dDec 15, 2025Feb 8, 2026Proposal sent Jan 30. They are...
negotiating1 opportunity$45,000
OrganizationContactAssigneeLead SourceEngagementProb %Start DateEnd DateDurationEffortProposal DueCreatedUpdatedWebsiteNotes
UO
Compliance Reporting Automation
Unknown Organization
Unassigned
Outbound
$45,000
50%
$22,500Mar 9, 2026Apr 20, 20266w22dOct 5, 2025Feb 15, 2026Down to contract terms. Legal ...
✅ won3 opportunities$600,000
OrganizationContactAssigneeLead SourceEngagementProb %Start DateEnd DateDurationEffortProposal DueCreatedUpdatedWebsiteNotes
UO
AI Strategy Roadmap
Unknown Organization
Unassigned
Referral
$160,000
100%
$160,000Sep 15, 2025Mar 9, 202616w60dJun 10, 2025Sep 10, 2025Won September 2025. Active pro...
UO
Data Pipeline Migration
Unknown Organization
Unassigned
Conference
$240,000
100%
$240,000Oct 1, 2025Apr 1, 202616w55dJul 15, 2025Sep 25, 2025Won October 2025. Largest acti...
UO
ML Model Development
Unknown Organization
Unassigned
Outbound
$200,000
100%
$200,000Nov 1, 2025Apr 20, 202616w50dAug 20, 2025Oct 28, 2025Won November 2025. Complex eng...
🧊 cold2 opportunities$305,000
OrganizationContactAssigneeLead SourceEngagementProb %Start DateEnd DateDurationEffortProposal DueCreatedUpdatedWebsiteNotes
UO
Sentiment Analysis Platform
Unknown Organization
Unassigned
Website
$110,000
5%
$5,500Jun 1, 2026Aug 24, 202612w35dSep 15, 2025Jan 20, 2026Champion went on leave. Budget...
UO
Warehouse Robotics Integration
Unknown Organization
Unassigned
Outbound
$195,000
5%
$9,750Jul 1, 2026Oct 21, 202616w50dAug 1, 2025Dec 15, 2025Initial discussions went cold ...
🔁 follow-up later0 opportunities
No opportunities in this stage
💤 not an opportunity0 opportunities
No opportunities in this stage
❌ unsuccessful3 opportunities$513,000
OrganizationContactAssigneeLead SourceEngagementProb %Start DateEnd DateDurationEffortProposal DueCreatedUpdatedWebsiteNotes
UO
NLP Document Processing
Unknown Organization
Unassigned
Referral
$135,000
0%
$0Nov 1, 2025Feb 23, 202616w45dJul 1, 2025Oct 15, 2025Lost to a larger systems integ...
UO
Customer Journey Analytics
Unknown Organization
Unassigned
Conference
$78,000
0%
$0Oct 15, 2025Dec 24, 202510w30dJun 20, 2025Sep 30, 2025Project deprioritized due to b...
UO
Automated Underwriting Engine
Unknown Organization
Unassigned
LinkedIn
$300,000
0%
$0Sep 1, 2025Feb 16, 202616w60dMay 10, 2025Aug 20, 2025Lost due to timing. Client com...
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