Deals Pipeline

29 total deals

Just now

Pipeline Distribution by Stage

Lead$35,389.00(17%)3 deals
Quote$42,998.00(21%)4 deals
Negotiation$88,565.00(43%)3 deals
Won$38,760.00(19%)18 deals
Lead3110%
$35,389.00
$3,418.35 wtd

Zoning & Thermostat Modernization

Rocky Mountain Brewing Co.

$18,900.00
2dPR
Close Jul 17, 2026

5% probability

Overdue

Repeat interest — Pulse Accountant Edition (promo already claimed, saw full price)

Ito & Co CPAs

$14,990.00

15% probability

Volume license request — Pulse Accountant Edition (repeat checkout attempt)

Field & Partners

$1,499.00

15% probability

Prospect025%
$0.00

No deals in this stage

Quote4150%
$42,998.00
$8,892.20 wtd

Warehouse Heater Replacement

Gold Hill Assisted Living

$21,300.00
2dPR
Close Sep 7, 2026

1% probability

Ventilation Code Compliance

Northfield Auto Group

$16,845.00
2dPR
Close Jul 29, 2026

40% probability

Overdue

Chiller Assessment & Proposal

Cherry Creek Data Center

$4,275.00
2dPR
Close Sep 2, 2026

40% probability

Building Controls Upgrade

Highline Fitness Club

$578.00
2dPR
Close Aug 4, 2026

40% probability

Closes in 2d
Negotiation3270%
$88,565.00
$57,567.25 wtd

HVAC Retrofit — Phase 1

Cottonwood Elementary School

$48,425.00
2dPR
Close Aug 29, 2026

65% probability

Kitchen Exhaust & Make-up Air

Front Range Community Church

$25,590.00
2dPR
Close Jul 21, 2026

65% probability

Overdue

Server Room Cooling Redundancy

Platte Valley Distribution

$14,550.00
2dPR
Close Aug 2, 2026

65% probability

Overdue
Won18100%
$38,760.00

Rooftop Unit Replacement — 1 unit

Larimer Square Bistro

$13,300.00
2dPR
Close Apr 20, 2026

100% probability

New Split System Install

Blue Spruce Medical Center

$6,340.00
2dPR
Close Jun 20, 2026

100% probability

Annual PM Agreement (12 RTUs)

Aspen Grove Apartments

$5,820.00
2dPR
Close May 28, 2026

100% probability

Emergency Compressor Replacement

Mesa Verde Retail Plaza

$5,787.00
2dPR
Close Jun 12, 2026

100% probability

Rooftop Unit Replacement — 3 units

Summit Ridge Office Park

$5,183.00
2dPR
Close May 7, 2026

100% probability

PM Agreement Renewal

Sloan's Lake Hotel

$1,350.00
2dPR
Close Apr 13, 2026

100% probability

Refrigerant Leak Repair & Recharge

Table Mountain Bank

$980.00
2dPR
Close Apr 10, 2026

100% probability

Accountant Edition — website order

Good CPA

$0.00

100% probability

Accountant Preview — website order

Curl CPA

$0.00

100% probability

Accountant Edition — website order

Field & Partners

$0.00

100% probability

Production090%
$0.00

No deals in this stage

Delivered
0 total · $0.00
No recent deliveries
Lost
1 total · $96,000.00
Last 30 days:
Full System Replacement$96,000.00
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