Staff training programme
Brightwell Care Homes£9,500
Close 15 Jan 2027 · Steve Feeney
Next: Establish budget holder
Opportunities
What is in progress, what it is worth, and what has to happen next. Use the arrows on a card to move a deal between stages.
Open pipeline
£352,000
Qualifying
3£45,500 · 20% likely
System consolidation discovery
Meridian Facilities Management£27,500
Close 18 Dec 2026 · Peter Webb
Next: Diagnose session with Gareth's team
Document templates bolt-on
Calder & Whitton LLP£8,500
Close 12 Feb 2027 · Nadia Rahman
Next: Only after Phase 1 is agreed
Scoping
3£118,500 · 40% likely
Driver app pilot
Northgate Logistics Group£21,000
Close 4 Dec 2026 · Alex Webb
Next: Agree pilot depot with Helen
Phase 1 CRM foundation
Calder & Whitton LLP£39,500
Close 28 Nov 2026 · Nadia Rahman
Next: Discovery workshop with the partners
Multi-region pipeline visibility
Orbit Renewables£58,000
Close 29 Jan 2027 · Nadia Rahman
Next: Map the four regional processes
Proposal sent
2£96,000 · 60% likely
Fleet scheduling module
Northgate Logistics Group£62,000
Close 13 Nov 2026 · Alex Webb
Next: Proposal walkthrough booked for 24 Sept
Compliance reporting dashboard
Brightwell Care Homes£34,000
Close 30 Oct 2026 · Steve Feeney
Next: Send revised figures for nine sites
Negotiation
2£92,000 · 80% likely
Site 2 production reporting rollout
Harlow Precision Engineering£48,000
Close 16 Oct 2026 · Peter Webb
Next: Confirm phasing with Diane before board sign-off
Q1 seasonal planning module
Sable Foods Ltd£44,000
Close 9 Oct 2026 · Alex Webb
Next: Final commercial terms with Claire
Won
3£50,750
Annual support renewal
Harlow Precision Engineering£18,500
Close 29 Aug 2026 · Peter Webb
Next: Renewal signed — schedule quarterly review
Warehouse stock integration
Sable Foods Ltd£15,750
Close 21 Jul 2026 · Alex Webb
Next: Delivered — collect feedback
Depot reporting extension
Northgate Logistics Group£16,500
Close 5 Sept 2026 · Alex Webb
Next: Kick-off booked for October
Closed and lost
Re-engagement review
Pennine Building Supplies · No budget this year — revisit in April
Lost£12,000