Cross-Sell & Upsell

211 opportunities in the program

Open Pipeline

$477,275

Weighted Pipeline

$25,101

Won This Quarter

$0

Win Rate

100%

Untouched

208

Pipeline Value by Manager (stacked by stage)

Not Started
Contacted
Walkthrough Scheduled
Proposal Sent
Verbal Yes
Won
Lost
Not a Fit

Pipeline Value by Service Line

Top 20 Clients by Open Opportunity

Smith ResidenceARR $0$22,125

443 ResidenceARR $0$22,125

DeSerniaARR $0$22,125

Goldberg Residence - SanctuaryARR $0$22,125

Miller ResidenceARR $0$18,850

Klimek ResidenceARR $0$18,125

LaPato ResidenceARR $0$18,125

Tomalty - CocoARR $0$18,125

SimonARR $0$17,825

Redden - 2ARR $5,104$17,625

Joy ResidenceARR $0$16,100

Kief ResidenceARR $1,530$14,875

Douglas ResidenceARR $0$14,850

Norman ResidenceARR $0$13,625

Glenn ResidenceARR $0$12,100

BerrittoARR $0$11,600

Templer ResidenceARR $3,200$11,250

FlahertyARR $0$10,875

SungARR $2,525$9,325

BurkeARR $12,613$8,500

Needs Assignment (52)

Redden - 2

Pest · Confidence: Low

Redden - 2

Fertilization · Confidence: Low

Klimek Residence

Pest · Confidence: Conflict

Klimek Residence

Fertilization · Confidence: Conflict

Klimek Residence

Mulch · Confidence: Conflict

Klimek Residence

Verticut · Confidence: Conflict

Tomalty - Coco

Pest · Unassigned

Tomalty - Coco

Fertilization · Unassigned

Redden

Rejuvenation · Confidence: Low

Redden - 2

Mulch · Confidence: Low

Redden - 2

Flowers · Confidence: Low

Redden - 2

Rejuvenation · Confidence: Low

Redden - 2

Verticut · Confidence: Low

Klimek Residence

Tree · Confidence: Conflict

Klimek Residence

Rejuvenation · Confidence: Conflict

Joy Residence

Pest · Unassigned

Joy Residence

Fertilization · Unassigned

Joy Residence

Mulch · Unassigned

Joy Residence

Tree · Unassigned

Joy Residence

Flowers · Unassigned

Joy Residence

Turf · Unassigned

Tomalty - Coco

Mulch · Unassigned

Tomalty - Coco

Tree · Unassigned

Tomalty - Coco

Turf · Unassigned

Tomalty - Coco

Rejuvenation · Unassigned

Tomalty - Coco

Verticut · Unassigned

1107 Residence

Rejuvenation · Unassigned

443 Residence

Tree · Unassigned

Gonzalez

Tree · Confidence: Low

Gonzalez

Rejuvenation · Confidence: Low

Coventry LLC

Rejuvenation · Confidence: Conflict

Ehrich

Turf · Unassigned

Ehrich

Verticut · Unassigned

Epstein

Rejuvenation · Unassigned

Frost Residence

Turf · Unassigned

Glenn Residence

Pest · Unassigned

Glenn Residence

Fertilization · Unassigned

Glenn Residence

Mulch · Unassigned

Glenn Residence

Tree · Unassigned

Glenn Residence

Turf · Unassigned

Goldberg Residence - Sanctuary

Tree · Unassigned

Gonzalez

Turf · Confidence: Low

Gonzalez Residence

Turf · Confidence: Low

McCormack Residence

Rejuvenation · Unassigned

Mintz Residence

Turf · Unassigned

1107 Residence

Turf · Unassigned

443 Residence

Pest · Unassigned

443 Residence

Fertilization · Unassigned

443 Residence

Mulch · Unassigned

443 Residence

Flowers · Unassigned

443 Residence

Rejuvenation · Unassigned

443 Residence

Verticut · Unassigned