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MM
Maxwell

Pipeline

TableBoard 202620252024
247 new leads this monthNew Deal
Closed (Total)$5,300,000
Quota$20,000,000
27%
Pipeline Health
3211
Closed
$5.30M
2 deals · $13.8M total
In Contract
$3.55M
2 deals · $10.7M total
Term Sheet
$5.25M
2 deals · $15.8M total
Proposal
$3.90M
3 deals · $9.40M total
2026 Pipeline valueSwitch to In-Year ↔
$18,000,000
9 active deals · 247 leads in outreach
By stage (click to add)
Closed (2)$5.30M
In Contract (2)$3.55M
Term Sheet (2)$5.25M
Proposal (3)$3.90M
AllClosedIn ContractTerm SheetProposalDiscussionsProspectPassed
ƒ==inyear*3  →  $10,200,000
HealthCompanyLeadStageTermIn-YearTotalNotes
+ New lead...

The board. Nine deals, six stages, one number that never goes stale.

Do I have your attention?

Coffee's for Closers.

01 — Outreach

These are the Glengarry leads.

The good ones don’t get handed to you. You go get them. A name, a link, a handle — it’s on the board before you’ve put the phone down.

  • Add a lead in seconds. Get back on the phone.
  • Know who they are before you dial.
  • Nothing slips. Every name stays on the board.
Outreach · new lead
✦
NameDana Whitfield
CompanyMeridian Logistics
RoleVP, Network Operations
OpenerSaw the post about consolidating three TMS vendors — curious what that’s doing to your dwell times.
✦ filled by Claude · edit anything
02 — Pipeline

Sales to date.

Your number, live, all day. Move a deal and the number moves. No spreadsheet on a Sunday night. No stories at the forecast call. Just what’s there.

  • See your quota the second you open the app.
  • Do the math right in the cell.
  • Spot a deal going cold in time to save it.
  • Walk into every review with your numbers ready.
Pipeline · 2026
HealthCompanyStageIn-Year
CVCorvus Analytics
 In Contract $2,400,000
EPEastport Financial
 Term Sheet =total/3
IWIronwood Capital
 Proposal $1,400,000
KMKestrel Media
 Discussions $900,000
ƒ= =total/3 → $3,400,000
03 — Close

Always be closing.

Deals go quiet before they die. This is the short list that moves money, and nothing else on it. No busywork. No fields for somebody else’s dashboard. Work the list. Get paid.

  • Open the app. The list is already waiting.
  • Never lose a deal to a follow-up you forgot.
  • No admin. Only what earns.
  • Say it out loud. It files itself.
Close · this week
✎
Send proposal to Eastport Financial
CreateFri
Follow up with Ironwood — quiet 34 days
Follow-up2 days overdue
Term sheet for Corvus Analytics
CreateNext Tue
Follow up with Kestrel Media
Follow-upDone
Simple pricing

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Monthly
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After 14-day free trial
Annual
$50 / yr
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