Quantified Prospects for New Client

Opportunity Number
1
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Opportunity Stage 3
 Initial Conversation
Amount
$68989
Opportunity Name
B2B - 2023 - New Life Financial Inc.
Product
Suite
Sales Representative
Frank Castle
Probability History
Calculated Current
0.29
Representative Current
0.20
Factors Influencing Win
Opp NameStageRep ProbabilityCalc ProbabilityCalc TierAmountProductSales Rep
B2B - 2023 - New Life Financial Inc.3. Initial Conversation0.20.294 Stars68989SuiteFrank Castle
B2C - 2023 - Hayley Jimenez7. Nearing a Decision0.750.885 Stars8500Mini-PlanDarren Kaplan
B2C - 2023 - Joan Arietta3. Initial Conversation0.20.032 Stars25225Full SeasonEli James
B2C - 2023 - Maximus Blankenship5. Meeting or Product Discovery0.40.395 Stars37500Full SeasonGrace Burgess
B2C - 2023 - Aarav Booth7. Nearing a Decision0.750.414 Stars17380Half SeasonMick Donovan
B2C - 2023 - Lucy Nguyen1. No Conversation0.050.152 Stars3690Mini-PlanDarren Kaplan
B2C - 2023 - Ricky Irwin8. Payment Pending0.90.694 Stars5150Mini-PlanDarren Kaplan
B2B - 2023 - Deluga Corp.3. Initial Conversation0.20.133 Stars289000SuiteFrank Castle
B2C - 2023 - Mackenzie O'Connell2. Attempted Contact0.10.031 Star18500Half SeasonMick Donovan
B2B - 2023 - Ditto, LLC2. Attempted Contact0.10.073 Stars187500Full SeasonFrank Castle