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Q3 pipeline review09:12
Three accounts moved to Q4 — WunderUI is still open.
Churn analysisYesterday
Cancellations cluster around the 14-day mark.
Onboarding copyTue
Rewrote the empty states for the invoices table.
Invoice reconciliationMon
Two SEPA payments could not be matched.

Q3 pipeline review

Assistant · connected to the CRM

AI
Which accounts slipped out of Q3, and what do they have in common?
W

WunderUI, Halcyon Labs and Pergola Foods moved into Q4. Two of them went quiet right after the proposal — no reply for more than eleven days. WunderUI is the only one still actively negotiating.

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Pipeline snapshotcrm.internal
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Q3 forecastsheets.google.com
q3-slipped-accounts.csv4 KB