Good morning, Suren

Pipeline vs quota

$3.1M / $3.0M

newquota covered

Quota attainment100%

Commit coverage

$1.4M · 44%

newstage-weighted

Commit vs quota46%

Deals at risk

2 · $400K

needs attention

Open pipeline exposed13%

Meetings booked

newfrom 11 sessions

Session-to-meeting rate18%

Pipeline created

$3.1M

newlast 30d

Quota contribution100%

What needs your attention

See all

Approve the pitch for Cortexa Biopharma

The pitch is written and waiting on your compliance sign-off — approve it and it can go out, or send it back with a note.

$260K

Today

Send the approved pitch to Quantum Oncology

Compliance cleared this pitch — it's ready to go out. Open it to review the final copy and send.

$280K

Ready

Open deal

Re-engage Orion Vaccines

No activity in 16 days on a $365K deal sitting at "Qualified" — it's going cold. Draft a value nudge to bring it back.

$365K

Overdue

Quarter forecast

How the open book accumulated, what is likely to close, and the remaining quota gap.

Open pipelineQuarter quota

Weighted commit

$1.4M

46% of quota

Best case

$3.1M

104% of quota

Gap to quota

$1.6M

Needs closing coverage

Open deals

2 currently at risk

$3.1M open pipeline$0K open pipeline

Pipeline startThrough Jul 15Through Jul 20

Quarter quota · $3.0M

Expected revenue by stage

Probability-adjusted revenue expected from each pipeline stage.

Full forecast

Prospect$40K expected

Engaged$287K expected

Qualified$448K expected

Meeting Booked$616K expected

Must close to hit quota

Best mix of confidence and value

$1.6M gap

Helix BiologicsMeeting Booked · High confidence

$600K$420K weighted

Quantum OncologyMeeting Booked · High confidence

$280K$196K weighted

Orion VaccinesQualified · Medium confidence

$365K$183K weighted

Needs Attention

Northwind Biosciences

No activity logged

At risk40/100

Meridian Pharmaceuticals

Negative last touch

Watch50/100

Aether Medical Devices

Awaiting a response

Watch55/100

Recent Activity

View all

Quantum OncologyMeeting Booked

Dr. Arun Pillai

Jul 20, 2026 • 4:50 PM

Helix BiologicsMeeting Booked

Dr. Lena Vogt

Jul 19, 2026 • 7:03 PM

Solara Consumer HealthIn Progress

Megan Ruiz

Jul 17, 2026 • 3:51 PM

Cortexa BiopharmaInterested

Marcus Thorne

Jul 16, 2026 • 6:00 PM

BioNex TherapeuticsIn Progress

Dr. Priya Mehta

Jul 16, 2026 • 4:58 PM

Recent Sessions

View all sessions

Customer	Primary Contact	Recommended Service	Status	Last Session
Northwind Biosciences	Owen Bradley Co-founder & COO	Clinical Trial Regulatory Support	—	Jul 20, 2026 • 1:01 PM
Quantum Oncology	Dr. Arun Pillai Chief Medical Officer	Clinical Trial Regulatory Support	Meeting Booked	Jul 19, 2026 • 2:36 PM
Helix Biologics	Dr. Lena Vogt SVP Global Regulatory	Global Labeling Strategy	Meeting Booked	Jul 18, 2026 • 5:25 PM
Solara Consumer Health	Megan Ruiz Compliance Manager	Labeling and Artwork Management	In Progress	Jul 16, 2026 • 1:37 PM
Cortexa Biopharma	Marcus Thorne Head of CMC	NDA/MAA CMC Writing	Interested	Jul 15, 2026 • 4:30 PM
BioNex Therapeutics	Dr. Priya Mehta VP Regulatory Affairs	Regulatory Submission Services	In Progress	Jul 15, 2026 • 12:00 PM