Read-only: Commercial Rep 2's book. Calls and evidence remain with their owners.
Deals 2025
Deals by Quarter
Every deal closing in 2025, highest priority first within each quarter. Priority, expected close, call status, stage and value are the rep's current record; this view cannot change them. Their quota and calls are on the Commercial Rep 2's forecast page.
Nothing closes in 2025. Your deals are in other years; they're listed below, and the buttons at the top of this page go to them.
Other years Closing outside 2025; counted in the year they close in, not in the totals below
| Deal | Priority | Close | In call | Derived stage | Your call | Quote Evidence | Gap |
|---|---|---|---|---|---|---|---|
| Keystone Energy Expansion at Keystone Energy | High | 2026-09-15 | In call | Technical Discovery & Demonstration | $976,146 | $702,825 | −$273,321 |
| Harbor Health Modernization at Keystone Energy | Medium | 2026-11-22 | In call | Business Qualification | $790,442 | $0 | −$790,442 |
| Cedar & Co. Renewal at Cedar & Co. | Low | 2026-06-08 | Out | Business Qualification | $542,704 | $0 | −$542,704 |
| Other years total 3 deals | $2,309,292 | $702,825 | −$1,606,467 | ||||
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 |
|---|---|---|---|
| Referral | 1 | $0 | $790,442 |
| Event | 1 | $702,825 | $976,146 |
| Other | 1 | $0 | $542,704 |
Not shown above: 2 closed deals. A closed deal leaves the pipeline and forecast; it keeps its whole history on Won & Lost.