Pipeline · Opportunities · Partner Activity · Period-over-Period
Period
Feb 2026 vs Jan 2026
Updated in real time
Active Pipeline
$2.4M
Active Deals
25
Closed Won
$290K
Active Partners
5
Deal value · current period
Discovery
8
+19%
Proposal
12
+16%
Negotiation
5
-4%
Closed Won
3
+38%
Closed Lost
2
-23%
What moved, what closed, what's at risk
Eastern Logistics Co. — Closed Won
$85K · 6-month retainer signed
Northbrook Advisors — Closed Won
$110K · Data modernization project
Horizon Manufacturing — Discovery → Negotiation
Moved two stages in 8 days
Cascade Health — Proposal scope expanded
+$20K added after scoping session
Atlas Financial Partners — New entry
Inbound referral · $175K potential
Riverside Medical Center — New entry
Client referral · $110K potential
Pinnacle Investment — Scope reduced
Down $10K after scoping call · Monitor
Westfield Capital — Closed Lost
Lost to incumbent · Debrief scheduled
Ranked by deal value · all active stages
Horizon Manufacturing Group
NegotiationMoved from Proposal this week
Cascade Health Systems
ProposalExpanded scope added
Atlas Financial Partners
DiscoveryEntered pipeline 3 days ago
Meridian Properties LLC
NegotiationContract review in progress
Summit Technology Corp
ProposalAdded advisory retainer line
Riverside Medical Center
DiscoveryReferral from existing client
Pinnacle Investment Group
ProposalScope reduced after scoping call
Eastern Logistics Co.
Closed WonClosed 2 days ago — 6-mo retainer
Client touches, proposals, and pipeline owned · this period
Michael Chen
Managing Partner
Touches
24
Proposals
3
Pipeline
$415K
Sarah Williams
Partner, Advisory
Touches
19
Proposals
2
Pipeline
$305K
David Park
Technology Lead
Touches
14
Proposals
2
Pipeline
$260K
Jennifer Rodriguez
Tax Partner
Touches
12
Proposals
2
Pipeline
$145K
Robert Thompson
Audit Partner
Touches
8
Proposals
1
Pipeline
$95K
Axiom Stream Group · CRM Intelligence Demo
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