Deals 2026
Deals by Quarter
Update priority, close date and In call here. Changes save automatically.
How this page works
- In call adds the deal to Forecast.
- Open a deal to update its evidence and methodology progress.
- Stage is calculated from evidence and cannot be edited.
- Quote Evidence is the customer-approved quote amount. Before approval it is $0.
- Use the year buttons to review another year.
Q1 2026 · Jan-Mar
| Deal | Priority | Close | In call | Derived stage | Your call | Quote Evidence | Gap |
|---|---|---|---|---|---|---|---|
| Northstar Labs Expansion at Northstar Labs | High | 2026-03-15 | In call | Business Qualification | $21,235,101 | $0 | −$21,235,101 |
| Q1 total 1 deal | $21,235,101 | $0 | −$21,235,101 | ||||
Q2 2026 · Apr-Jun
| Deal | Priority | Close | In call | Derived stage | Your call | Quote Evidence | Gap |
|---|---|---|---|---|---|---|---|
| Meridian Works Modernization at Northstar Labs | Medium | 2026-04-22 | Out | Business Qualification | $17,125,307 | $0 | −$17,125,307 |
| Summit Retail Renewal at Summit Retail | Low | 2026-05-08 | Out | Business Qualification | $11,645,509 | $0 | −$11,645,509 |
| Q2 total 2 deals | $28,770,816 | $0 | −$28,770,816 | ||||
Year Total 2026
The same deals, added up twice: once per quarter, once for the year. Every number here is a sum of the columns in the tables above; nothing is typed, and nothing comes from your quota.
- Your call adds up the number on every deal in the period, whatever stage it's at and whether or not it's ticked In call; so it runs higher than the call on your Forecast for the year page, which counts only the deals you ticked. The Your call pipeline on your business review is this same reading over every open deal you have, in every quarter at once.
- Quote Evidence adds up only the net total of a quote the customer has approved. No approved quote means $0 here, whatever the deal's stage or Your call.
- Gap adds up each deal's own gap: Your call minus Quote Evidence. On a deal with no approved quote that is the whole call, which is the point; the gap is where your book is standing on your word rather than the customer's.
- To move a deal from one quarter's total to another's, change its Close date in the table above.
Deal sources 3 sources
Your pipeline by source. Evidence is the proof-backed value; your call is what's narrated.
The same two pipeline numbers, split by where each deal came from. Every deal has exactly one source, and it never affects the stage; it's here so you can see which channel produces deals and which produces stories.
- Read each row across: a source with a big Your call and a small Quote Evidence isn't converting into proof.
- To change a row: open a deal from the tables below and set its Source. It saves on its own.
- Sources with no deals are hidden, so the list grows as you use them.
| Source | Deals | Quote Evidence | Your call |
|---|---|---|---|
| Outbound | 1 | $0 | $21,235,101 |
| Inbound | 1 | $0 | $11,645,509 |
| Partner | 1 | $0 | $17,125,307 |
Not shown above: 3 closed deals. A closed deal leaves the pipeline and forecast; it keeps its whole history on Won & Lost, and can be reopened from its own page.