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. 35 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+92436122
SQL54+2520356
Education13+65113
Financial validation8+4309
Discovery day booked5+3206
Discovery day completed3+2104
Under agreement3+2104
Signed2+2004
02Stage velocity
Median + p90 days in stage vs. target. Reveals slow-killer stages.
  • Education
    median 27d · p90 33d · target 10d
  • Financial validation
    median 24d · p90 29d · target 14d
  • Discovery day booked
    median 25d · p90 30d · target 14d
  • Discovery day completed
    median 29d · p90 34d · target 7d
  • Under agreement
    median 26d · p90 32d · target 14d
03At-risk candidates
Stale, untouched, or past SLA windows. Sortable next session — Phase 2.
CandidateStageStage ageLast touchWeightedReasonsAction
Jordan VasquezMUMBOUnder agreement31d12d$223K31d in stage · 12d since touch · FDD sent > 14d, unsigned · High-value MUMBO, > 5d since touchRe-engage →
Marcus HendersonMUMBOEducation30d19d$184K30d in stage · 19d since touch · High-value MUMBO, > 5d since touchRe-engage →
Aspen Highway PartnersMUMBODiscovery day completed29d14d$164K29d in stage · 14d since touch · High-value MUMBO, > 5d since touchRe-engage →
David ParkMUMBOEducation27d17d$103K27d in stage · 17d since touch · High-value MUMBO, > 5d since touchRe-engage →
Sarah GoldmanMUMBODiscovery day booked22d11d$93K22d in stage · 11d since touchRe-engage →
Granite Peak Real EstateMUMBOFinancial validation23d27d$65K23d in stage · 27d since touchRe-engage →
Linda SundbergMUMBOFinancial validation28d15d$63K28d in stage · 15d since touchRe-engage →
Carlos Park-VegaMUMBOEducation29d13d$61K29d in stage · 13d since touchRe-engage →
Vincent SinghMUMBOEducation32d19d$51K32d in stage · 19d since touchRe-engage →
Aspen Highway PartnersUnder agreement25d28d$47K25d in stage · 28d since touch · FDD sent > 14d, unsignedRe-engage →
Felix BeaumontUnder agreement13d11d$43K11d since touch · FDD sent > 14d, unsignedRe-engage →
Linda Park-VegaUnder agreement18d15d$39K18d in stage · 15d since touch · FDD sent > 14d, unsignedRe-engage →
Elena HendersonMUMBOEducation19d11d$37K19d in stage · 11d since touchRe-engage →
Quentin MaddoxDiscovery day completed20d15d$35K20d in stage · 15d since touchRe-engage →
Bianca ReyesDiscovery day completed33d14d$31K33d in stage · 14d since touchRe-engage →
Brent MaddoxDiscovery day completed22d25d$31K22d in stage · 25d since touchRe-engage →
Pinnacle Hospitality GroupDiscovery day booked30d14d$29K30d in stage · 14d since touchRe-engage →
Nathan KnappDiscovery day booked15d12d$28K15d in stage · 12d since touchRe-engage →
Reginald BeaumontDiscovery day booked24d11d$25K24d in stage · 11d since touchRe-engage →
Roman RomeroDiscovery day booked29d14d$25K29d in stage · 14d since touchRe-engage →
Lina GoldmanDiscovery day booked23d26d$24K23d in stage · 26d since touchRe-engage →
Naomi PenaMUMBOEducation21d15d$24K21d in stage · 15d since touchRe-engage →
Brent VossFinancial validation16d13d$21K16d in stage · 13d since touchRe-engage →
Jude CaldwellFinancial validation14d15d$21K14d in stage · 15d since touchRe-engage →
Sarah CallowayFinancial validation26d14d$19K26d in stage · 14d since touchRe-engage →
Tessa ParkFinancial validation28d14d$18K28d in stage · 14d since touchRe-engage →
Roman BellamyFinancial validation19d14d$18K19d in stage · 14d since touchRe-engage →
Nathan RaoFinancial validation25d12d$18K25d in stage · 12d since touchRe-engage →
Bianca McKinleyEducation30d15d$14K30d in stage · 15d since touchRe-engage →
Yara VossEducation15d13d$14K15d in stage · 13d since touchRe-engage →
Jordan GoldmanEducation32d15d$12K32d in stage · 15d since touchRe-engage →
Asher LockwoodEducation32d14d$11K32d in stage · 14d since touchRe-engage →
Magnolia Lane PropertiesEducation18d11d$9K18d in stage · 11d since touchRe-engage →
Theo RaoEducation19d12d$7K19d in stage · 12d since touchRe-engage →
Iron Belt InvestmentsEducation15d11d$7K15d in stage · 11d since touchRe-engage →
Owen EstradaFinancial validation13d12d$17K12d since touchRe-engage →
0490-day forecast
Expected signed deals per week (low / expected / high) from current weighted pipeline.
W1
0.0
0.00.0
W2
2.2
1.52.8
W3
0.9
0.71.2
W4
1.9
1.32.4
W5
2.2
1.52.9
W6
1.4
1.01.9
W7
3.6
2.54.6
W8
1.5
1.01.9
W9
1.0
0.71.2
W10
1.0
0.71.3
W11
1.3
0.91.7
W12
0.0
0.00.0
W13
0.0
0.00.0

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.