Montreal, QC · Q3 2026
Demo workspace · Not real CRM data
Lead → Qualified → Proposal → Negotiation → Closed Won / Closed Lost.
Open pipeline $829,500.00 · Weighted forecast $365,095.00
10% · $10,960.00 weighted
25% · $43,450.00 weighted
45% · $99,630.00 weighted
65% · $211,055.00 weighted
100% · $238,400.00 weighted
0% · $0.00 weighted
| Opportunity | Accounts | Stage | Close date | Amount |
|---|---|---|---|---|
| Starter workspace — 18 seats Julien Moreau | PixelForge Studios | Closed won | Mar 19, 2026 | $41,200.00 |
| Apex Pipeline — national rollout Nadia Chen | Horizon Logistics Inc. | Closed won | Apr 18, 2026 | $96,000.00 |
| Implementation wave 1 + clinic pack Julien Moreau | MediCore Santé | Closed won | Jun 11, 2026 | $72,400.00 |
| Forecasting add-on — 40 extra seats Nadia Chen | Horizon Logistics Inc. | Closed won | Jul 22, 2026 | $28,800.00 |
| Full-suite RFP — 90 attorneys Priya Shah | Beacon Legal LLP | Closed lost | May 9, 2026 | $84,000.00 |
| 90-day plant sales pilot Julien Moreau | Helios Manufacturing | Closed lost | Jun 30, 2026 | $36,000.00 |
| Core platform — 120 member-facing seats Nadia Chen | Cedar & Pine Credit Union | Negotiation | Sep 30, 2026 | $142,000.00 |
| Commercial ops rollout — West Priya Shah | Lumen Grid Energy | Negotiation | Oct 15, 2026 | $118,500.00 |
| Renewal + customer-success module Julien Moreau | MediCore Santé | Negotiation | Sep 18, 2026 | $64,200.00 |
| Studio-wide licenses — 48 seats Julien Moreau | PixelForge Studios | Proposal | Sep 25, 2026 | $54,000.00 |
| Sales + finance package Priya Shah | Northern Harvest Foods | Proposal | Oct 8, 2026 | $88,700.00 |
| Plant sales desk — Windsor + Tilbury Julien Moreau | Helios Manufacturing | Proposal | Oct 22, 2026 | $47,200.00 |
| Branch-manager enablement Nadia Chen | Cedar & Pine Credit Union | Proposal | Nov 4, 2026 | $31,500.00 |
| Field-sales mobile pack Priya Shah | Lumen Grid Energy | Qualified | Nov 12, 2026 | $41,000.00 |
| Matter intake workflow Amélie Roy | Beacon Legal LLP | Qualified | Nov 20, 2026 | $39,600.00 |
| Distributor portal Priya Shah | Northern Harvest Foods | Qualified | Dec 4, 2026 | $52,800.00 |
| Client-reporting add-on Julien Moreau | PixelForge Studios | Qualified | Oct 30, 2026 | $18,400.00 |
| Q4 seat expansion Nadia Chen | Horizon Logistics Inc. | Qualified | Nov 15, 2026 | $22,000.00 |
| Conflict-check integration Amélie Roy | Beacon Legal LLP | Lead | Dec 15, 2026 | $27,000.00 |
| Aftermarket quoting Julien Moreau | Helios Manufacturing | Lead | Dec 10, 2026 | $33,600.00 |
| Clinic franchise pack Julien Moreau | MediCore Santé | Lead | Nov 28, 2026 | $49,000.00 |