Commercial analytics.

See what is moving your pipeline, and where to focus next.

6 quotes · By creation date · USD

Open annual value

$51.8M

5 open opportunities

Won annual value

$1.6M

1 won quotes · not invoiced revenue

Open weighted margin

16.3%

Weighted by quoted annual value

Win rate

100%

1 decided quotes · won / (won + lost)

Quoted value by month

Latest annual quote value, grouped by creation month.

Annualized estimates, not monthly revenue or a historical pipeline snapshot.

Quote outcomes

Current status of quotes in the selected cohort.

Expired quotes are excluded from open pipeline and win rate.

Customer concentration

Top five accounts by open annual value in the selected cohort.

Customer	Open quotes	Annual cases	Open annual value	Pipeline share
Great Basin Energy	2	3.2M	$22.9M	44.2%
Wasatch Prebiotic Co.	2	7.5M	$16.3M	31.5%
Bonneville Sparkling	1	3M	$12.6M	24.3%

Top five share: 100.0%Unweighted pipeline

Based on up to 200 most recently updated quotes, using each quote's latest saved version. Date filters select when a quote was created; statuses and values reflect the current state. Drafts are included in open pipeline. Multiple quotes can represent alternative proposals, so totals are not a revenue forecast.