Maya Chen
Owner view
Maya Chen
Owner view
Revenue operations
Agency-specific CRM that connects leads, deals, proposals, contracts, follow-ups, service interest, and won-deal handoff into onboarding and delivery.
Open pipeline
$310,000
Total active opportunity value.
Weighted forecast
$191,660
Probability-adjusted revenue.
Proposal value
$210,000
Currently in buyer review.
Avg deal score
78
Fit, urgency, budget, and authority.
| Company | Stage | Value | Prob. | Proposal | Owner | Next step |
|---|---|---|---|---|---|---|
| Harbor Foods Group | Proposal sent | $84,000 | 68% | Sent | Priya Nair | Procurement review with CFO |
| CivicGrid | Discovery | $54,000 | 42% | Draft | Priya Nair | Map technical stakeholders and analytics access |
| Nova Athletics | Negotiation | $126,000 | 76% | Sent | Maya Chen | Confirm phased retainer ramp |
| Wattwise Energy | Qualified | $46,000 | 35% | Not started | Priya Nair | Build media forecast and CPL benchmark |
High-value sales actions with proposal and stakeholder context.
Harbor Foods Group
Procurement review with CFO
CivicGrid
Map technical stakeholders and analytics access
Nova Athletics
Confirm phased retainer ramp
Wattwise Energy
Build media forecast and CPL benchmark
Captured data that transfers into onboarding, delivery, finance, and reporting.
Service interest
Templates map into project scopes and recurring deliverables.
Proposal terms
Accepted pricing becomes retainers, milestones, or billing schedules.
Close date
Triggers kickoff SLA and access collection timeline.