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orbit.app/deals

Deals

12 open

BoardListNew deal

Search dealsOwner: AnyoneClose: This quarterFilter

Open pipeline$343,300

Weighted forecast$154,100

Won this month$72,000

Win rate41%

Lead310%

$56,500$5,650 weighted

AAtlas Freight

Fleet telematics pilot

$18,000Dec 4MR

HHalcyon Health

Clinic rollout

$26,000Dec 12PS

KKestrel Analytics

Warehouse add-on

$12,500Dec 18JL

Qualified325%

$90,300$22,575 weighted

NNorthwind Traders

Annual platform renewal

$42,000Nov 21PS

LLumen Labs

Design team seats

$16,800Nov 30MR

BBrightpath Schools

Regional expansion

$31,500Dec 9JL

Proposal250%

$86,000$43,000 weighted

HHalcyon Health

Enterprise workspace

$64,000Nov 6PS

KKestrel Analytics

Support retainer

$22,000Nov 13MR

Negotiation275%

$110,500$82,875 weighted

NNorthwind Traders

Multi-year agreement

$96,000Oct 10JL

BBrightpath Schools

Onboarding package

$14,500Oct 29PS

Won2

$72,000

AAtlas Freight

Logistics suite

$48,000Oct 9MR

LLumen Labs

Analytics seats

$24,000Oct 2PS

Forecast from the pipeline you already have.

Stage probabilities roll up into a weighted forecast, and every lost deal records why.

Know where revenue comes from.

Won revenue, pipeline by stage, and win rate, from the last 30 days to the last 12 months.

Every contact, one fast table.

Sort any column, stack filters, and update hundreds of records at once.

NameCompanyStatusLast activityTags

ENElena NovakVP OperationsNNorthwind TradersCustomerTodayQ4 focusVIP

SOSam OkaforHead of ITHHalcyon HealthProspectYesterdayQ4 focus

GLGrace LinProduct LeadLLumen LabsCustomer2 days agoQ4 focusChampion

TRTomás RuizDirector of FinanceBBrightpath SchoolsProspect4 days agoQ4 focus

HBHannah BeckerCTOKKestrel AnalyticsPartner1 week agoQ4 focusReseller

DPDaniel ParkLogistics ManagerAAtlas FreightCustomer2 weeks agoQ4 focus

3 selectedAdd tagSet statusExportDelete

Built for the daily follow-up.

Every deal’s history, the next task, and any record a keystroke away.

Record timeline

Notes, calls, emails, and meetings, logged in one place.

Multi-year agreementNorthwind Traders · $96,000 · Negotiation

NoteCallEmailMeeting

Elena confirmed budget for 2027Log interaction

Pricing review with ElenaCall
Wants a 3-year term if onboarding is included.
Jordan · 32 min · Today, 10:40
Sent revised order formEmail
Multi-year agreement v3 attached.
Jordan · Yesterday
Security reviewMeeting
IT signed off. Legal next.
Priya, Jordan · Oct 8
Procurement contact addedNote
Loop in Mei Tanaka for vendor onboarding.
Jordan · Oct 6
Moved to NegotiationStage
From Proposal at $96,000.
Jordan · Oct 3

Command palette

Press ⌘K to jump to any record or action.

Tasks

Overdue, today, and upcoming. Nothing slips.

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