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Create
AR
Opportunities
Manage deals, risk and the actions most likely to move revenue forward.
Board
List
Pipeline Value
£1,031,000
Open Opportunities
8
Weighted Pipeline
£564,310
Deals at Risk
8
Closing Soon
1
All
Qualified
Engaged
Discovery
Demo
Proposal
Negotiation
Won
Lost
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Value: high to low
Value: low to high
Closing soon
Highest probability
Opportunity
Account
Value
Stage
Score
Owner
Close Date
Risk
Next Action
Pinehurst Field Services — National Rollout
Pinehurst Field Services
£265,000
Qualified
86
—
15/12/2026
At risk
—
Meridian Logistics — Depot Workforce Platform
Meridian Logistics
£145,000
Negotiation
88
—
05/10/2026
At risk
Open Meridian Logistics deal
Atlas Hotels — Workforce Scheduling
Atlas Hotels Group
£182,000
Proposal
91
—
15/10/2026
At risk
—
Solstice Financial — Workforce Experience
Solstice Financial Group
£210,000
Engaged
80
—
01/12/2026
At risk
—
Westfield Manufacturing — Shift Planning
Westfield Manufacturing
£96,000
Discovery
84
—
20/11/2026
At risk
—
Northbridge Care — Compliance & Scheduling
Northbridge Care Group
£64,000
Demo
78
—
01/11/2026
At risk
—
Brightpoint Technologies — Team Scheduling
Brightpoint Technologies
£41,000
Proposal
73
—
10/10/2026
At risk
—
Lockhart Partners — Platform (Closed Won)
Lockhart Partners
£58,000
Won
95
—
28/08/2026
—
—
Harborview Leisure — Rota Management
Harborview Leisure
£28,000
Engaged
67
—
30/11/2026
At risk
—
Dunmore Retail — Workforce Platform (Closed Lost)
Dunmore Retail Group
£320,000
Lost
41
—
15/07/2026
—
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