sales
Grace Kim
09:41
Go through the open pipeline. Tell me which deals have stalled and what each one needs this week.
NovaPipeline
09:41
Read 26 open deals in Salesforce, matched the last emails in Gmail and meetings in Google Calendar, and checked the stage rule pinned in this room. Two have stalled, and one is ready for a proposal.
Message sales
| Deal | Status | Segment | Last touch | Changed by |
|---|---|---|---|---|
| Halcyon Dental | Followed up | Mid-market | 21 days quiet | Nova |
| Mosaic Legal | Deal desk | Enterprise | In legal 18 days | Nova |
| Orbit Logistics | Proposal | Mid-market | Demo done | Nova |
| Fieldstone Bank | On track | Enterprise | On schedule | Grace Kim |
| Cedar Hotels | On track | Mid-market | On schedule | Grace Kim |
| Vantage Robotics | On track | Enterprise | On schedule | Priya Raman |
| Lumen Schools | Watching | Mid-market | 9 days quiet | Priya Raman |
| Riverbend Clinics | On track | Enterprise | On schedule | Tomas Vidal |
| Summit Outdoor | Watching | Mid-market | 7 days quiet | Tomas Vidal |
| Quarry Media | On track | Enterprise | On schedule | Priya Raman |
Illustrative data.
Open deals
26
in Salesforce this quarter
Stalled this week
2
both moving again today
Changes the agents made
3
this week, each approved
Changes made by hand
0
same week
Deals by status
On track
20
Watching
3
Proposal
1
Deal desk
1
Followed up
1
Written by agents today
Nova Pipeline Follow-up sent to Halcyon Dental after 21 quiet days
Atlas Inbox Weekly pipeline update sent to Omar Haddad
Nova Pipeline Proposal drafted for Orbit Logistics after the demo
Illustrative data.