Sales Intelligence
Provides deal pipeline analysis, territory insights, and competitive positioning from CRM data.
Pipeline Health Summary
Total pipeline value: $14.2M across 47 active opportunities.
Stage Breakdown:
- Discovery: $3.1M (12 deals)
- Proposal: $4.8M (15 deals)
- Negotiation: $3.9M (11 deals)
- Closing: $2.4M (9 deals)
Warning: Top Deals at Risk:
1. Meridian Corp — $1.2M (Negotiation)
- Stalled 18 days — champion went on leave
- Action: Engage VP of Procurement directly
2. Titanium Industries — $890K (Proposal)
- Competitor (NovaTech) submitted aggressive counter-offer
- Action: Schedule executive sponsor meeting this week
3. Greenfield Logistics — $650K (Closing)
- Legal review delayed; contract redlines pending
- Action: Fast-track legal review with our counsel
Win Rate Trend: 34% → 38% quarter over quarter. Improvement driven by better qualification at Discovery stage.
I consulted the Financial Analyst for margin context on the Meridian deal.
Referenced Sources