Pipeline position
Stage 3 of 5 in the current sales cycle
New lead
Qualified
Proposal
CurrentNegotiation
Won
Deal signal
Opportunity needs development
Southpeak Finance is currently in proposal, with 60% confidence and an expected close of Sep 19.
Deal value
$12,400
Weighted value
$7,440
Expected close
Sep 19
Next signal
Pricing call completed
Reviewed pricing, implementation scope and rollout timing with Southpeak Finance.
Owner
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 signalReviewed pricing, implementation scope and rollout timing with Southpeak Finance.
Recorded
Yesterday, 4:20 PM
Follow-up
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 contextSouthpeak Finance is reviewing final commercial terms for Compliance reporting rollout. The team is aligning stakeholders and implementation timing before approval.