Sales Overview
Synced from HubSpot • Manage Risks & Handovers
Total Pipeline
$4.2M
18 Deals
At Risk Value
$850k
3 Deals
Avg. Margin
32.5%
Ready for Handover
2
| Deal / Customer | Owner | Product / Scope | Size | Distributor | Margin / Cost | Stage | Risk Flag | Action |
|---|---|---|---|---|---|---|---|---|
|
Cloud Migration
Acme Corp
|
JD
John Doe
|
Azure Migration
Full lift & shift
|
$120,000 | Ingram Micro |
28%
$86.4k Cost
|
Proposal | ||
|
SaaS Integration
Global Tech
|
AL
Alice Liu
|
API Connector
Custom Dev
|
$45,000 | Direct |
45%
$24.7k Cost
|
Sold | ||
|
ERP Upgrade
RetailCo
|
BS
Bob Smith
|
Finance Module
Upgrade to v14
|
$200,000 | Direct |
35%
$130k Cost
|
Sold |
Low Risk
|