Relationship Management
Client Portfolio
Pipeline Value
$1,470.0M
+12.5% vs last month
Active Deals
5
7 high priority
Avg. Probability
55%
Retention Rate
94.2%
Industry lead
| Client Entity | Deal Value | Pipeline Stage | Probability | Actions |
|---|---|---|---|---|
|
SJ
Acme Global Corp
Sarah Jenkins
|
$125,000
Last contact: May 10
|
Negotiation |
|
|
|
MT
Luxury Living Estates
Marcus Thorne
|
$450,000
Last contact: May 12
|
Proposal |
|
|
|
ER
Starlight Hotels
Elena Rodriguez
|
$85,000
Last contact: May 08
|
Discovery |
|
|
|
JV
Vertex Architectural Firm
Julian Vance
|
$210,000
Last contact: May 14
|
Closing |
|
|
|
CN
Oceanic Resorts
Captain Nemo
|
$600,000
Last contact: May 11
|
Proposal |
|
|