| Customer | Status | Service | Platform | Pilot | Vertical | Salesperson | Units | OMS Stage | Orig. Exp | Upd. Exp | Comp. End | Insight Connect Deals |
|---|
| Customer | Product | Salesperson | Vertical | Units | Stage | Pilot | Term | $/Unit | Contract Value | Contacted | Demo | Quote | PO Received | Expected Close | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| Customer | Salesperson | Vertical | Stage | Pilot | Term | $/Unit | Units | Contract Value | Contacted | Demo | Quote | PO Received | Expected Close | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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OMS / VisionCloud · Insight Connect · Vision Cloud · Combined metrics across all products.
Customer migration from SV Cloud / OMS to Vision Cloud · excludes deactivated customers
Contract values across both products · forecast based on pipeline stage
| # | Salesperson | Won Revenue | Pipeline | Forecast | Total Pipeline + Won | Deals |
|---|
Software renewals · pipeline activity · conversion
| # | Salesperson | Contacted | Demos | Quotes | POs | Total Units | Conversion |
|---|
Hardware-bundled subscription pipeline · inventory deployment
| # | Salesperson | Active | Demos | Quotes | POs | Lost | Units Deployed |
|---|
Software conversion deals and pilot tracking
| # | Salesperson | Active | Demos | Quotes | POs | Pilots | Total Value |
|---|
OMS + Insight Connect metrics rolled up · cross-product opportunities
| # | Salesperson | OMS POs | Insight Connect POs | Combined | Cross-sell |
|---|