Client Pipeline

Track active projects, stages, and pending deliverables

Demo Data
Total
5
Pipeline
$35,400
Appointment Scheduled 1
$4,200
Crestline SaaS — Go-to-Market Deck
$4,200
Tom Okafor
Close: 2026-06-30
Jun 14
Qualified to Buy 1
$8,400
Lumiere Studio — Website Redesign
$8,400
Jade Moreau
Close: 2026-08-15
Jun 8
Presentation Scheduled 1
$12,500
Apex Automation — Brand Refresh
$12,500
Sarah Chen
Close: 2026-07-01
Jun 10
Decision Maker Bought In 1
$6,800
Halcyon Ventures — Q3 Campaign
$6,800
Priya Sharma
Close: 2026-07-15
Jun 13
Contract Sent 1
$3,500
Northfield Partners — Monthly Retainer
$3,500
Marcus Webb
Close: 2026-06-20
Jun 12
Closed Won 0

No deals in this stage

Closed Lost 0

No deals in this stage

Partner Tracker

Partnership targets — Ascendix & Peeklogic integration pipeline

Company Status Response Deal Potential Notes Updated
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Pending Deliverables

Items needing action across all active deals

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