Panel

Ingresos totales

$695,000

5 negocios ganados

Valor del pipeline

$2,586,000

20 negocios abiertos

Tasa de éxito

50%

Tamaño promedio

$139,000

Resumen del pipeline

Negocios ganados/perdidos

Pronóstico de ingresos

Principales negocios abiertos

Velocity Motors - Supply Chain Suite

Velocity MotorsNegotiation

$420,000

Horizon Retail - Omnichannel Platform

Horizon Retail GroupProposal

$310,000

Atlas Financial - Risk Platform

Atlas Financial GroupProposal

$250,000

Summit Logistics - Fleet Tracking

Summit LogisticsNegotiation

$195,000

Meridian Health - Patient Portal

Meridian Health SystemsQualified

$175,000

Actividades recientes

Carlos Mendez - South Florida market review

Dec 15, 2025

Met to discuss commercial real estate opportunities in Miami-Dade and Broward counties.

ReuniónCarlos Mendez

Pinnacle ERP post-launch review

Dec 15, 2025

30-day post-launch review for the ERP module. Production scheduling efficiency improved by 18%.

ReuniónPinnacle ManufacturingLisa HernandezPinnacle Mfg - ERP Module

Vanessa Lim biotech market insights

Dec 12, 2025

Discussed trends in biotech procurement. She recommends targeting mid-size firms expanding R&D.

LlamadaVanessa Lim

Q4 pipeline review notes

Dec 10, 2025

Pipeline looking strong for Q1 close. Velocity Motors and Summit Logistics are highest priority negotiations. Atlas Financial and Pinnacle proposals should advance to negotiation stage soon.

Nota

Peter O'Brien intro to startup founder

Dec 8, 2025

Peter connected us with a founder looking for enterprise software. Following up next week.

Correo electrónicoPeter O'Brien