Dashboard

Where the business stands today — no report to compile, no spreadsheet to reconcile.

Open pipeline

£352,000

Across all live opportunities

Weighted forecast

£187,700

Pipeline adjusted for stage probability

Revenue secured

£50,750

Closed and won this year

Win rate

75%

Of opportunities closed to date

Pipeline by stage

Qualifying3 opps · £45,500

Scoping3 opps · £118,500

Proposal sent2 opps · £96,000

Negotiation2 opps · £92,000

Calls, meetings, emails and visits logged

Meeting15 Sept 2026
Harlow Precision Engineering
Reviewed phasing for Site 2. Diane wants reporting live before the December shutdown.
Email14 Sept 2026
Northgate Logistics Group
Sent proposal pack and case study. Walkthrough pencilled for 24 September.
Call14 Sept 2026
Calder & Whitton LLP
Andrew confirmed the partners are aligned on a small, clear Phase 1 scope.
Site visit11 Sept 2026
Brightwell Care Homes
Walked two homes with Yvonne. Compliance packs are still paper-based.

What has to happen, and who owns it

Issue fixed-price quote for planning module
Sable Foods Ltd · Alex Webb
17 Sept 2026
Send phased delivery plan to Diane
Harlow Precision Engineering · Peter Webb
18 Sept 2026
Revise pricing for nine sites
Brightwell Care Homes · Steve Feeney
19 Sept 2026
Book discovery workshop with the partners
Calder & Whitton LLP · Nadia Rahman
22 Sept 2026
Run proposal walkthrough with Raj and Helen
Northgate Logistics Group · Alex Webb
24 Sept 2026
Prepare diagnose session agenda
Meridian Facilities Management · Peter Webb
29 Sept 2026

Work secured, with the value booked