HiON · FranDev · Pipeline health

Where are deals stuck. Where are they leaking.

Daily — the Sales Closer’s primary surface for the 60–120 day window.

Synthesized · Claude narrative
Confidence · High

36 candidates need attention. 36 flagged urgent — most are MUMBOs over the touch window. Top-of-funnel conversion is healthy at 50%. Funnel waterfall shows pipeline being built faster than depleted across the trailing 4 weeks. Education-stage velocity is the slow point worth watching.

01Funnel waterfall
Trailing 30d — opening + new − advanced − lost = closing. Surfaces whether pipeline is built faster than depleted.
StageOpeningNewAdvancedLostClosingTrend
Leads79+92−43−6122
SQL54+25−20−356
Education13+6−5−113
Financial validation8+4−3−09
Discovery day booked5+3−2−06
Discovery day completed3+2−1−04
Under agreement3+2−1−04
Signed2+2−0−04
02Stage velocity
Median + p90 days in stage vs. target. Reveals slow-killer stages.
  • Education
    median 111d · p90 116d · target 10d
  • Financial validation
    median 107d · p90 113d · target 14d
  • Discovery day booked
    median 109d · p90 114d · target 14d
  • Discovery day completed
    median 113d · p90 117d · target 7d
  • Under agreement
    median 110d · p90 116d · target 14d
03At-risk candidates
Stale, untouched, or past SLA windows. Sortable next session — Phase 2.
CandidateStageStage ageLast touchWeightedReasonsAction
Jordan VasquezMUMBOUnder agreement115d96d$223K115d in stage · 96d since touch · FDD wait complete, unsigned 94d past window · High-value MUMBO, > 5d since touchRe-engage →
Marcus HendersonMUMBOEducation114d103d$184K114d in stage · 103d since touch · High-value MUMBO, > 5d since touchRe-engage →
Aspen Highway PartnersMUMBODiscovery day completed113d98d$164K113d in stage · 98d since touch · High-value MUMBO, > 5d since touchRe-engage →
David ParkMUMBOEducation111d101d$103K111d in stage · 101d since touch · High-value MUMBO, > 5d since touchRe-engage →
Sarah GoldmanMUMBODiscovery day booked106d95d$93K106d in stage · 95d since touchRe-engage →
Granite Peak Real EstateMUMBOFinancial validation107d111d$65K107d in stage · 111d since touchRe-engage →
Linda SundbergMUMBOFinancial validation112d99d$63K112d in stage · 99d since touchRe-engage →
Carlos Park-VegaMUMBOEducation113d97d$61K113d in stage · 97d since touchRe-engage →
Vincent SinghMUMBOEducation116d103d$51K116d in stage · 103d since touchRe-engage →
Aspen Highway PartnersUnder agreement109d112d$47K109d in stage · 112d since touch · FDD wait complete, unsigned 94d past windowRe-engage →
Felix BeaumontUnder agreement97d95d$43K97d in stage · 95d since touch · FDD wait complete, unsigned 98d past windowRe-engage →
Linda Park-VegaUnder agreement102d99d$39K102d in stage · 99d since touch · FDD wait complete, unsigned 98d past windowRe-engage →
Elena HendersonMUMBOEducation103d95d$37K103d in stage · 95d since touchRe-engage →
Quentin MaddoxDiscovery day completed104d99d$35K104d in stage · 99d since touchRe-engage →
Bianca ReyesDiscovery day completed117d98d$31K117d in stage · 98d since touchRe-engage →
Brent MaddoxDiscovery day completed106d109d$31K106d in stage · 109d since touchRe-engage →
Pinnacle Hospitality GroupDiscovery day booked114d98d$29K114d in stage · 98d since touchRe-engage →
Nathan KnappDiscovery day booked99d96d$28K99d in stage · 96d since touchRe-engage →
Reginald BeaumontDiscovery day booked108d95d$25K108d in stage · 95d since touchRe-engage →
Roman RomeroDiscovery day booked113d98d$25K113d in stage · 98d since touchRe-engage →
Lina GoldmanDiscovery day booked107d110d$24K107d in stage · 110d since touchRe-engage →
Naomi PenaMUMBOEducation105d99d$24K105d in stage · 99d since touchRe-engage →
Brent VossFinancial validation100d97d$21K100d in stage · 97d since touchRe-engage →
Jude CaldwellFinancial validation98d99d$21K98d in stage · 99d since touchRe-engage →
Sarah CallowayFinancial validation110d98d$19K110d in stage · 98d since touchRe-engage →
Tessa ParkFinancial validation112d98d$18K112d in stage · 98d since touchRe-engage →
Roman BellamyFinancial validation103d98d$18K103d in stage · 98d since touchRe-engage →
Nathan RaoFinancial validation109d96d$18K109d in stage · 96d since touchRe-engage →
Owen EstradaFinancial validation97d96d$17K97d in stage · 96d since touchRe-engage →
Bianca McKinleyEducation114d99d$14K114d in stage · 99d since touchRe-engage →
Yara VossEducation99d97d$14K99d in stage · 97d since touchRe-engage →
Jordan GoldmanEducation116d99d$12K116d in stage · 99d since touchRe-engage →
Asher LockwoodEducation116d98d$11K116d in stage · 98d since touchRe-engage →
Magnolia Lane PropertiesEducation102d95d$9K102d in stage · 95d since touchRe-engage →
Theo RaoEducation103d96d$7K103d in stage · 96d since touchRe-engage →
Iron Belt InvestmentsEducation99d95d$7K99d in stage · 95d since touchRe-engage →
0490-day forecast
Expected signed deals per week (low / expected / high) from current weighted pipeline.
W1
0.0
0.0–0.0
W2
2.2
1.5–2.8
W3
0.9
0.7–1.2
W4
1.9
1.3–2.4
W5
2.2
1.5–2.9
W6
1.4
1.0–1.9
W7
3.6
2.5–4.6
W8
1.5
1.0–1.9
W9
1.0
0.7–1.2
W10
1.0
0.7–1.3
W11
1.3
0.9–1.7
W12
0.0
0.0–0.0
W13
0.0
0.0–0.0

Forecast range = weighted close probability × 0.7 (low) / 1.0 (expected) / 1.3 (high). Click a week (Phase 2) to see contributing candidates.

05Pipeline coverage
Weighted open pipeline vs. quarterly fee goal × 3 (industry benchmark).
3.33x coverage · $1.6M weighted
01.5x · amber3x · target

Pipeline coverage at 3.33x — healthy. Quarterly fee goal is well-covered.

Goal
$490K
10 signed deals × $49K fee.