Opportunities
Total Pipeline Value
$2,105,000
Weighted Pipeline
$1,754,000
Closed Won (YTD)
$1,200,000
Opportunity Pipeline
Add Opportunity
NameCustomerValueStageProbabilityExpected CloseOwnerProductActions
Business Loan - ABC CorpABC Corporation$250,000
Proposal

60%

2023-04-15Sarah JohnsonBusiness Loan
Credit Line - XYZ IncXYZ Industries$100,000
Negotiation

80%

2023-03-30Michael BrownCredit Line
Equipment Financing - Acme LtdAcme Ltd$75,000
Qualification

40%

2023-05-10David ClarkEquipment Financing
Commercial Mortgage - Wilson PropertiesWilson Properties$1,200,000
Closed Won

100%

2023-03-01Sarah JohnsonCommercial Mortgage
Working Capital Loan - Brown RetailBrown Retail Group$50,000
Proposal

50%

2023-04-20Michael BrownWorking Capital Loan
Business Expansion Loan - Thompson & AssociatesThompson & Associates$350,000
Negotiation

70%

2023-04-05David ClarkBusiness Expansion Loan
Equipment Lease - Taylor TechnologiesTaylor Technologies$120,000
Closed Lost

0%

2023-02-28Sarah JohnsonEquipment Lease
Commercial Line of Credit - Adams MarketingAdams Marketing$80,000
Discovery

30%

2023-05-15Michael BrownCommercial Line of Credit

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