Marcus's view · Sales Management
Sales Management · Monday 07:00 refreshed this morning

Forecast, pipeline and coaching view

Marcus's view · the number, the deals that need attention, and the pattern behind the pace. Nothing here was sent; drafts wait for you.

AI summary

Good morning. New ARR is £3.9M of £6.5M, slightly behind the £4.2M pace, pace not pipeline quality. Lytham Commercial (L-2034, £38k) moved to Red on a budget freeze this week, the single most consequential movement. Verda Facilities (L-2038, £108k) remains Amber and quiet on the economic buyer, the highest-value unlock in Best Case. Open pipeline of £691,800 covers the gap several times over.

Commit

£130.8k
risk-adjusted £92.8k, excl. Lytham

Best Case

£211.5k
2 Amber deals: Verda, Crestline

Pipeline (later)

£349.5k
£691.8k total open pipeline

New ARR vs target

£3.9M
of £6.5M · behind £4.2M pace

At risk and stalled, surfaced first

Lytham Commercial (L-2034, £38,000) is Red: customer-side budget freeze, may slip to Q4. Escalating directly. Verda Facilities (L-2038, £108,000) has gone quiet eleven days: economic buyer unconfirmed, security review pending. This is the highest-value unlock in Best Case if cleared.

Pipeline by stage

Negotiation (3 deals)£93.0k
Proposal (4 deals)£194.0k
Demo (3 deals)£75.5k
Discovery (3 deals)£293.5k
Lead (1 deal)£26.0k

At-risk and stalled deals

Lytham Commercial, L-2034
£38k · budget freeze, escalating
Red
Verda Facilities, L-2038
£108k · quiet 11 days, buyer unconfirmed
Amber
Crestline Mechanical, L-2047
£22k · champion on leave until 8 Jul
Amber
Ashworth FM, L-2053
£150k · Servio incumbent, qualify before investing
Amber
Harlow Plumbing Group, L-2029
£9.8k · FieldPro undercutting on price
Amber

Coaching view

Drawn from meeting intelligence across recent calls: reps are consistently strong on discovery depth but light on economic-buyer confirmation before moving deals to Proposal, the exact gap showing up on Verda. Commercial-FM deals also carry a longer champion-dependency window (Crestline) than Growth-tier deals; worth building into the qualification checklist for the segment.

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