Pipeline

Pipeline Insights

Health, risk, and where to focus this week — built for payments sales leaders.

Data source: Sample data

Illustrative pipeline for demos. Switch to Live to analyze real CRM deals.

Total pipeline value

$1.48M

13 open deals

Weighted pipeline

$807.2K

Probability-adjusted ARR

Stalled opportunities

$655.6K at stake

High-risk deals

$391.9K exposure

AI Insights — Recommended next actions

Generate AI-powered recommendations from your current pipeline state.

Sample recommendations — click Generate insights for live AI analysis of the current pipeline.

Follow up with high-value accounts inactive >14 days
High
Skyloft Furnishings ($115K ARR, 27d) and Brightway Auto Service ($41K ARR, 31d) have gone quiet during active proposals. Outreach this week prevents quarter slip.
Stalled accounts
Skyloft Furnishings, Brightway Auto Service, Sunward Logistics
Prioritize high card volume + multi-location merchants
High
Meridian Health Group (42 locations, $9.6M/mo) and Cedar & Vine Restaurants (27 locations, $4.1M/mo) are your two largest weighted opportunities — accelerate procurement.
High-value focus
Meridian Health Group, Cedar & Vine Restaurants
Re-qualify low-probability, high-revenue deals
Medium
Nordlight Apparel and Skyloft Furnishings together represent $250K+ ARR but sit below 40% close probability. A discovery refresh could re-rank them as Best Case.
Probability gap
Nordlight Apparel, Skyloft Furnishings
Lean into eCommerce — cross-border volume +22% YoY
Medium
eCom shows the strongest growth signal in the pipeline. Build 2–3 new ICP accounts this week and prioritize cross-border + local payment method messaging.
Industry trend
Nordlight Apparel, Lumen Online Market
Increase meeting coverage on Negotiation stage
Medium
4 of 4 Negotiation deals had no exec touch this week. Schedule a sponsor check-in to de-risk and pull commits into the current quarter.
Activity coverage
Harborline Coffee Co., Rivertown Pediatrics, Pacific Stone Dental

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Pipeline value by stage

Sales activity (this week)

Calls

142+20%

Emails

386-6%

Meetings

47+21%

Proposals sent

9+50%

Stalled opportunities

Merchant	Stage	Inactive	ARR
Brightway Auto Service B2B Services · R. Liu	Qualification	31d	$41.2K
Skyloft Furnishings eCommerce · A. Park	Qualification	27d	$115.5K
Sunward Logistics B2B Services · A. Park	Proposal	22d	$100.8K
Nordlight Apparel eCommerce · M. Diaz	Qualification	19d	$134.4K
Lumen Online Market eCommerce · M. Diaz	Proposal	16d	$226.8K
Goldleaf Catering Group Restaurant · M. Diaz	Prospecting	14d	$37.0K

High-risk deals

Nordlight Apparel
eCommerce · Qualification · 35%
Low prob · high value
$134.4K
Skyloft Furnishings
eCommerce · Qualification · 40%
27d no activity
$115.5K
Sunward Logistics
B2B Services · Proposal · 55%
22d no activity
$100.8K
Brightway Auto Service
B2B Services · Qualification · 30%
31d no activity
$41.2K

Best-performing industries

Industry	Deals	Pipeline ARR	Weighted ARR	Avg. close prob	Growth signal
Healthcare	3	$480.5K	$299.9K	70%	Practice rollups accelerating
eCommerce	3	$476.7K	$206.6K	42%	Cross-border volume +22% YoY
Restaurant	3	$286.9K	$190.1K	57%	QSR digital orders +14%
B2B Services	3	$159.2K	$75.5K	43%	ACH-to-card shift modest
Retail	2	$81.5K	$35.1K	57%	Omnichannel POS refresh cycle