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Forecast · Q4 2026

Stage-weighted and category forecast · quota $240,000 team · Oct 1 – Dec 31

Closed won · QTD
$0
0 deals
Commit
$3,600
won + Proposal Signed
Best case
$47,200
+ Negotiation, Proposal Sent
Weighted pipeline
$33,280
by stage probability
Attainment by AE
commit
DealOwnerStageCategoryAmountProb.WeightedClose
Delgado Dental - Tax Strategy expansionSheila EppersonProposal Signedcommit$3,60090%$3,240Oct 31
BrightPath Agency - Catch up + ongoingChris MorgiaProposal Sentbest$9,60070%$6,720Nov 14
Everbowl franchisee bundle (pilot 5)Eric EppersonProposal Sentbest$27,00070%$18,900Nov 21
104th RE Holdings - Pete CurtisJeremy McMahonNegotiationbest$7,00040%$2,800Nov 27
Okafor Electric - NewJack GoodkinNew Opportunitypipeline$4,20010%$420Dec 5
Sunrise Veterinary - DVMmatch referralJack GoodkinValidationpipeline$6,00020%$1,200Dec 19