Open pipeline
$332k
6 deals
Quotes sent · 30d
31
Quotes Sent board
Stale quotes
2
no movement > 14 days
Forecast · next 90d
$612k
needs probability + close date
Pipeline by stage
value of deals at each stage
New enquiry
$51k (2)
Measure & quote
$64k (1)
Quote sent
$189k (2)
Follow up
$28k (1)
Won
$114k (2)
Lost
$10k (1)
By salesperson
deal owner · won this month
Dave R.3 deals · $95k
Sam P.3 deals · $19k
Mere O.3 deals · $0
All deals
Sales Pipeline board · contact and company are text fields, not linked records
| Job # | Stage | Owner | Contact | Company | Email / phone | Days in stage | Value |
|---|---|---|---|---|---|---|---|
| OW-2231 | New enquiry | Dave R. | Kiri Whitmore | Hauraki Homes | kiri@haurakihomes.co.nz 021 455 120 | 2 | $38,500 |
| OW-2229 | New enquiry | Sam P. | Ben Lau | Private | ben.lau@gmail.com 027 301 884 | 5 | $12,400 |
| OW-2226 | Measure & quote | Mere O. | Tama Nāhua | Bayline Builders | tama@bayline.nz 022 118 903 | 9 | $64,200 |
| OW-2221 | Quote sent | Dave R. | Jess Fraser | Waikato Renos | jess@waikatorenos.co.nz 021 990 412 | 6 | $61,200 |
| OW-2218 | Quote sent | Sam P. | Lucy Bennett | Southern Steel Homes | lucy@sshomes.co.nz 029 774 210 | 21 | $128,000 |
| OW-2214 | Follow up | Mere O. | Rawiri King | Thames Joinery | rawiri@thamesjoinery.nz 021 662 095 | 34 | $27,800 |
| OW-2210 | Won | Dave R. | Anna Cho | Foxhill Developments | anna@foxhill.co.nz 027 440 318 | 1 | $94,600 |
| OW-2207 | Won | Sam P. | Hemi Walker | Private | hemi.w@xtra.co.nz 021 202 776 | 4 | $18,900 |
| OW-2199 | Lost | Mere O. | Greg Smith | Coastal Build Co | greg@coastalbuild.nz 022 551 090 | 0 | $9,600 |