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Deal workspace

Finance operations workspace

Pipeline position

Stage 4 of 5 in the current sales cycle

Negotiation

New lead

Qualified

Proposal

Negotiation

Current

Won

Deal signal

Strong commercial momentum

Southpeak Finance is currently in negotiation, with 80% confidence and an expected close of Sep 11.

Deal value

$15,600

Weighted value

$12,480

Expected close

Sep 11

Next signal

Pricing call completed

Reviewed pricing, implementation scope and rollout timing with Southpeak Finance.

Owner

CM

Carolina Méndez

Sales Executive

Signal history

Commercial activity

Conversations, follow-ups and milestones shaping this opportunity.

Latest

Today, 10:30 AM

Conversation

Call

Pricing call completed

Current signal

Reviewed pricing, implementation scope and rollout timing with Southpeak Finance.

Recorded

Yesterday, 4:20 PM

Follow-up

Email

Updated proposal sent

Shared revised commercial terms with Valentina Ferraro and the Southpeak Finance team.

Recorded

2 days ago, 2:00 PM

Milestone

Meeting

Technical review

Discussed workspace requirements, reporting workflows and implementation dependencies.

Recorded

3 days ago, 11:40 AM

Context

Note

Deal note added

Southpeak Finance requested a final review before approval.

Commercial context

Decision context

Commercial notes, stakeholder context and negotiation details.

Current context

Carolina Méndez

Today, 11:05 AM

Commercial requirements

Active context

Southpeak Finance is reviewing final commercial terms for Finance operations workspace. The team is aligning stakeholders and implementation timing before approval.