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Sales · Dashboard

Sales Review

Pipeline from Twenty CRM · refreshes on every page load

17 active deals
Sales Team Strategy Weekly Review
12 August 2026
  1. 1.Seabrook Beverage Partners' MA/ME distribution deal is locked verbally — contract signature is the only thing outstanding, and Frank wants it done before their fall seasonal buy.
  2. 2.Granite Coast Provisions' chain authorization budget cleared for all 11 stores; deal moves to quote-lock on the next call.
  3. 3.Riverbend Public House gave a verbal yes on the Broody handle — paperwork is the only thing outstanding.
Digest generated: 12/08/2026
Sales Team Strategy Weekly Review
5 August 2026
  1. 1.Wentworth Harbour Hotel's seasonal Cold Snap allocation is paused, not lost — renovation budget review pushed to next quarter.
  2. 2.North Shore Beverage Co.'s MA distribution conversation is warming back up after a strong showing at a summer festival pour.
  3. 3.Piscataqua Package Store went with a different seasonal pick this round — worth a follow-up call before next season's lineup.
Digest generated: 05/08/2026
Active pipeline
$108k
17 deals
Weighted forecast
$103k
stage × probability
Won this year
$63k
5 deals closed
Avg deal size
$13k
won deals only
Deals Expected to Close — Next 3 Months
THIS QUARTER | MONTHLY · active pipeline only
$34k
4Aug 26
$35k
6Sep 26
$11k
2Oct 26
Quarterly PO Received
THIS YEAR | QUARTERLY · salmon = 2026, purple = 2025
Q1 2026
$20k
2 / 0Q2 2026
$43k
3 / 0Q3 2026
Q4 2026
Deals Expected to Close This Year
ALL YEAR | MONTHLY · active pipeline
Jan 26
Feb 26
Mar 26
Apr 26
May 26
Jun 26
Jul 26
$34k
4Aug 26
$35k
6Sep 26
$11k
2Oct 26
$420
1Nov 26
Dec 26
Weighted Pipeline Forecast
Stage × probability · excludes Lost
Jan 26
Feb 26
Mar 26
Apr 26
$20k
1May 26
$610
1Jun 26
$42k
2Jul 26
$25k
5Aug 26
$14k
6Sep 26
$2k
2Oct 26
$21
1Nov 26
Dec 26
Verbal Confirmation & Awaiting PO
Decision-stage deals by expected close month · current year
Jan 26
Feb 26
Mar 26
Apr 26
May 26
Jun 26
Jul 26
$34k
4Aug 26
$980
1Sep 26
Oct 26
Nov 26
Dec 26