Acme Corp
At a glance
Summary
This week's pipeline is in solid shape overall. Total open opportunity value sits at $2.4M across 18 deals, up 14% from last week, driven largely by two new enterprise deals added by the West Coast team.
Three deals totaling $490K moved forward in stage this week. Pinnacle Health ($180K) advanced to Proposal/Price Quote and looks well-positioned for a close by May 15. Ironclad Security ($160K) and BlueSky Technologies ($150K) both moved into Value Proposition after first meetings with their buying committees.
Two deals need attention. Meridian Logistics ($95K) and Thornfield Group ($62K) have had no logged activity in over 14 days; both should get a call before the end of the week. Crestview Partners ($210K) moved backward from Negotiation to Proposal after their CFO asked for revised pricing.
Three deals worth $340K are scheduled to close in the next 14 days: Apex Financial ($120K, May 6), Westbrook Manufacturing ($95K, May 9), and Vantage Retail ($125K, May 12). Apex and Westbrook are in Negotiation with recent activity and look likely; Vantage Retail is still waiting on a security review and is the one most at risk of slipping.
Rep activity was strong: 47 calls and 93 emails logged across the team. Sarah Chen led with 14 calls. Recommended focus this week: re-engage Meridian and Thornfield, get Crestview's revised pricing out by Wednesday, and confirm Vantage Retail's security review timeline.
Top deals
| Deal | Amount | Stage | Owner | Status |
|---|---|---|---|---|
| Crestview Partners — Q2 Expansion Crestview Partners | $210K | Proposal/Price Quote | Marcus Webb | Moved back |
| Pinnacle Health — Enterprise License Pinnacle Health Systems | $180K | Proposal/Price Quote | Sarah Chen | Active |
| Ironclad Security — Platform Ironclad Security | $160K | Value Proposition | Priya Patel | Active |
| BlueSky Technologies — API Integration BlueSky Technologies | $150K | Value Proposition | Tom Alvarez | Active |
| Vantage Retail — POS Integration Vantage Retail Co | $125K | Negotiation/Review | Priya Patel | Stale 9d |
| Apex Financial — Compliance Suite Apex Financial Services | $120K | Negotiation/Review | Sarah Chen | Active |
| Westbrook Manufacturing — Annual Renewal Westbrook Manufacturing | $95K | Negotiation/Review | Marcus Webb | Active |
| Meridian Logistics — Supply Chain Module Meridian Logistics | $95K | Id. Decision Makers | Tom Alvarez | Stale 16d |
| Thornfield Group — Starter Package Thornfield Group | $62K | Needs Analysis | Marcus Webb | Stale 15d |
| Novatek Solutions — Pilot Novatek Solutions | $48K | Qualification | Sarah Chen | Active |
Closing in the next 14 days
| Deal | Amount | Stage | Close date | Probability |
|---|---|---|---|---|
| Apex Financial — Compliance Suite | $120K | Negotiation/Review | May 6 | 90% |
| Westbrook Manufacturing — Annual Renewal | $95K | Negotiation/Review | May 9 | 90% |
| Vantage Retail — POS Integration | $125K | Negotiation/Review | May 12 | 70% |
Rep activity
| Rep | Calls | Emails | Meetings |
|---|---|---|---|
| Sarah Chen | 14 | 28 | 5 |
| Marcus Webb | 12 | 25 | 4 |
| Priya Patel | 11 | 22 | 3 |
| Tom Alvarez | 10 | 18 | 2 |