Lead-to-cash pipeline
B2B SaaS RevOps desk. Agents move qualified opportunities; humans approve discount and legal exceptions.
Cycle time
-41%
vs FY25
Open pipeline
$18.4M
weighted
Win rate
34%
↑ 6pt
Stalled deals
6
P1
| Deal | Stage | ARR | Owner | Risk |
|---|---|---|---|---|
| Northwind ERP | Negotiation | $420K | Priya N. | Legal |
| Contoso Cloud | Proposal | $280K | James K. | On track |
| Fabrikam Bank | Discovery | $610K | Amina S. | Security |
| Litware Health | Verbal | $195K | Priya N. | Champion |
| Adventure Works | Closed-won | $330K | James K. | Booked |
| North quay cutover | Open | Open | K. Brady | Open |
| East yard sweep | Running | Running | A. Chen | Running |
| Night batch 14 | On Track | On Track | J. Park | On Track |
| Canary 10% | At Risk | At Risk | M. Okonkwo | At Risk |
| Blue-green 2.4 | Queued | Queued | R. Singh | Queued |
| Freeze window | Resolved | Resolved | L. Novak | Resolved |
| Pager rewrite | Escalated | Escalated | S. Alvarez | Escalated |
| Token ceiling | Pending | Pending | T. Berg | Pending |
| Shadow path | Open | Open | P. Iyer | Open |
| Guild review | Running | Running | C. Walsh | Running |
| License reclaim | On Track | On Track | N. Rahman | On Track |
| Merge train | At Risk | At Risk | H. Patel | At Risk |
| Eval nightly | Queued | Queued | E. Morales | Queued |
| Prompt budget | Resolved | Resolved | Y. Kim | Resolved |
| Board brief | Escalated | Escalated | F. Adeyemi | Escalated |
Commit vs pipeline
Commit
$4.1M
Best case
$6.8M
Coverage
3.2x
Named accounts
| Account | Tier | ARR | Health |
|---|---|---|---|
| Northwind | Enterprise | $1.2M | Yellow |
| Contoso | Mid-market | $540K | Green |
| North quay cutover | Open | Open | Open |
| East yard sweep | Running | Running | Running |
| Night batch 14 | On Track | On Track | On Track |
| Canary 10% | At Risk | At Risk | At Risk |
| Blue-green 2.4 | Queued | Queued | Queued |
| Freeze window | Resolved | Resolved | Resolved |
| Pager rewrite | Escalated | Escalated | Escalated |
| Token ceiling | Pending | Pending | Pending |
| Shadow path | Open | Open | Open |
| Guild review | Running | Running | Running |
| License reclaim | On Track | On Track | On Track |
| Merge train | At Risk | At Risk | At Risk |
| Eval nightly | Queued | Queued | Queued |
| Prompt budget | Resolved | Resolved | Resolved |
| Board brief | Escalated | Escalated | Escalated |
| SLA watch | Pending | Pending | Pending |
| Deny list | Open | Open | Open |
| mTLS rotate | Running | Running | Running |
RevOps agent activity
- Enrichment agent pulled 14 buying-committee contacts
- Quote agent drafted SKU mix for Northwind
- Churn watch flagged Contoso seat drop
Quote desk
| Quote | Deal | Discount | Status |
|---|---|---|---|
| Q-8841 | Northwind | 18% | Legal review |
| Q-8838 | Litware | 8% | Sent |
| North quay cutover | Open | Open | Open |
| East yard sweep | Running | Running | Running |
| Night batch 14 | On Track | On Track | On Track |
| Canary 10% | At Risk | At Risk | At Risk |
| Blue-green 2.4 | Queued | Queued | Queued |
| Freeze window | Resolved | Resolved | Resolved |
| Pager rewrite | Escalated | Escalated | Escalated |
| Token ceiling | Pending | Pending | Pending |
| Shadow path | Open | Open | Open |
| Guild review | Running | Running | Running |
| License reclaim | On Track | On Track | On Track |
| Merge train | At Risk | At Risk | At Risk |
| Eval nightly | Queued | Queued | Queued |
| Prompt budget | Resolved | Resolved | Resolved |
| Board brief | Escalated | Escalated | Escalated |
| SLA watch | Pending | Pending | Pending |
| Deny list | Open | Open | Open |
| mTLS rotate | Running | Running | Running |
Renewal calendar
90-day renewals
22
At risk
4
NRR
118%
Churn risk
Contoso Cloud
Seat drop 12%
Agent playbooks
MEDDICC checkSecurity questionnaireDiscount guardrail
RevOps workspace
CRM: Salesforce · CPQ: native · Autonomy: recommend + execute under 10% discount
RevOps Agent Console journal
Session log for this simulated revops desk. Not a live production feed.
| Event | Actor | When | Status | Score |
|---|---|---|---|---|
| RevOps weekday CSV open | Ops | 07:02 | On Track | 92% |
| RevOps desk record add | Ops | 07:14 | Running | 88% |
| RevOps P1 watch fire | Reviewer | 07:21 | Escalated | 41% |
| RevOps exception approve | Reviewer | 08:05 | Resolved | 95% |
| RevOps 07:00 schedule set | Sponsor | 08:12 | Queued | 74% |
| RevOps filter At Risk | Ops | 08:40 | On Track | 81% |
| RevOps row View open | Ops | 09:01 | Running | 86% |
| RevOps row Edit save | Reviewer | 09:18 | On Track | 90% |
| RevOps row Delete confirm | Reviewer | 09:33 | Resolved | 93% |
| RevOps role switch | Sponsor | 10:02 | Queued | 77% |
| RevOps mobile nav jump | Ops | 10:15 | On Track | 84% |
| RevOps seed pad to 20 | Ops | 10:22 | Running | 89% |
| RevOps schedule weekday | Sponsor | 11:00 | Pending | 68% |
| RevOps CSV download | Ops | 11:08 | On Track | 91% |
| RevOps idle reclaim | Reviewer | 12:01 | Open | 62% |
| RevOps token ceiling | Sponsor | 12:40 | At Risk | 49% |
| RevOps deny-list drift | Reviewer | 13:05 | At Risk | 53% |
| RevOps gold-path flake | Ops | 13:44 | Escalated | 47% |
| RevOps board pack draft | Sponsor | 14:10 | Queued | 71% |
| RevOps session keep-alive | Ops | 14:55 | On Track | 97% |
- RevOps Agent Console: opened weekday CSV for the live filter
- RevOps Agent Console: added a desk record from the rail
- RevOps Agent Console: P1 watch fired and stayed in session
- RevOps Agent Console: reviewer approved one exception
- RevOps Agent Console: scheduled 07:00 delivery on this device
RevOps Agent Console scorecards
Ten-plus working reports for this desk. Export carries the active filter.
| Report | Owner | Cadence | Status | Score |
|---|---|---|---|---|
| RevOps open queue | Ops | Weekdays 07:00 | Live | 91% |
| RevOps at-risk rollup | Reviewer | Fridays 16:00 | Live | 84% |
| RevOps executive brief | Sponsor | Monday 08:30 | Queued | 72% |
| RevOps exception log | Reviewer | Daily 18:00 | Live | 88% |
| RevOps capacity watch | Ops | Hourly | Running | 79% |
| RevOps board pack | Sponsor | First Monday | Pending | 61% |
| RevOps SLA burn | Ops | Weekdays 16:00 | On Track | 86% |
| RevOps audit extract | Reviewer | Month end | Queued | 70% |
| RevOps idle reclaim | Ops | Wednesdays | Open | 64% |
| RevOps token spend | Sponsor | Fridays 09:00 | Live | 81% |
| RevOps deny-list drift | Reviewer | Daily 06:00 | At Risk | 52% |
| RevOps gold-path CI | Ops | On merge | Running | 77% |
| RevOps skill coverage | Sponsor | Biweekly | Open | 66% |
| RevOps pager rewrite | Ops | Thursdays | Queued | 58% |
| RevOps license waste | Reviewer | Month start | Resolved | 93% |
| RevOps canary 10% | Ops | On deploy | On Track | 85% |
| RevOps incident drill | Ops | Monthly | Queued | 69% |
| RevOps shadow IT sweep | Reviewer | Monthly | At Risk | 48% |
| RevOps pairing rota | Sponsor | Weekly | Live | 82% |
| RevOps capacity bid | Ops | Monthly | Pending | 59% |