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CRM and Sales Pipeline

Tallgrass Analytics · Sales pipeline · Omaha, NE

Ruben Castellano leads sales at a data consultancy and uses this to see the pipeline by stage, who needs a follow-up today and what has closed this quarter.

Any businessSales pipelineLinked tables5 tables · 8 views · 1 form · 1 agent
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All accounts

Accounts
AccountIndustrySizeFirst contactOwnerContactsDeals
Prairie LogisticsLogistics50-200May 20, 2026Ruben CastellanoDanika Oyelaran, Callum TeagueFleet performance dashboard, Invoice aging report
Cedar Run FoodsFood production200-1000Apr 30, 2026Ingrid SolheimHyun-woo Baek, Marguerite FontainePlant downtime reporting, Supplier scorecard
Oakmont Clinic GroupHealthcare50-200Apr 10, 2026Ingrid SolheimXimena OrtegaPatient wait-time analysis, Scheduling heatmap
Riverbend Credit UnionFinance200-1000Mar 21, 2026Ruben CastellanoBertrand Lacroix, Fatuma NjorogeExecutive KPI suite, Member churn model
Stoneyard BuildersConstruction10-50Mar 1, 2026Kofi Mensah-BrightLeopold HaasJob cost report cleanup, Estimating dashboard

Tables

Accounts

5 sample rows · 9 columns

Companies you sell to.

AccountIndustrySizeFirst contactOwnerContactsDeals
Prairie LogisticsLogistics50-200May 20, 2026Ruben CastellanoDanika Oyelaran, Callum TeagueFleet performance dashboard, Invoice aging report
Cedar Run FoodsFood production200-1000Apr 30, 2026Ingrid SolheimHyun-woo Baek, Marguerite FontainePlant downtime reporting, Supplier scorecard
Oakmont Clinic GroupHealthcare50-200Apr 10, 2026Ingrid SolheimXimena OrtegaPatient wait-time analysis, Scheduling heatmap
Riverbend Credit UnionFinance200-1000Mar 21, 2026Ruben CastellanoBertrand Lacroix, Fatuma NjorogeExecutive KPI suite, Member churn model
Stoneyard BuildersConstruction10-50Mar 1, 2026Kofi Mensah-BrightLeopold HaasJob cost report cleanup, Estimating dashboard

Contacts

8 sample rows · 6 columns

People at each account.

NameRoleStatusEmailPhoneAccount
Danika OyelaranOperations directorWarmdanika@prairielogistics.net(402) 555-0130Prairie Logistics
Callum TeagueFinance managerColdcallum@prairielogistics.net(402) 555-0131Prairie Logistics
Hyun-woo BaekPlant managerHothyunwoo@cedarrunfoods.net(402) 555-0132Cedar Run Foods
Ximena OrtegaPractice administratorWarmximena@oakmontclinic.net(402) 555-0133Oakmont Clinic Group
Bertrand LacroixVP ReportingHotbertrand@riverbendcu.net(402) 555-0134Riverbend Credit Union
Fatuma NjorogeAnalytics leadWarmfatuma@riverbendcu.net(402) 555-0135Riverbend Credit Union
Leopold HaasOwnerColdleopold@stoneyardbuild.net(402) 555-0136Stoneyard Builders
Marguerite FontainePurchasingColdmarguerite@cedarrunfoods.net(402) 555-0137Cedar Run Foods

Deals

10 sample rows · 11 columns

Every opportunity, its stage and value.

DealStageValueProbability (%)Expected closeOwnerAccount
Fleet performance dashboardProposal$24,00060Oct 31, 2026Ruben CastellanoPrairie Logistics
Plant downtime reportingNegotiation$38,00075Oct 26, 2026Ingrid SolheimCedar Run Foods
Patient wait-time analysisQualified$15,50035Nov 16, 2026Ingrid SolheimOakmont Clinic Group
Executive KPI suiteNegotiation$52,00070Nov 4, 2026Ruben CastellanoRiverbend Credit Union
Member churn modelProposal$29,00045Nov 13, 2026Ruben CastellanoRiverbend Credit Union
Job cost report cleanupLead$6,50015Dec 1, 2026Kofi Mensah-BrightStoneyard Builders
Invoice aging reportWon$8,200100Oct 5, 2026Ruben CastellanoPrairie Logistics
Supplier scorecardWon$11,400100Sep 14, 2026Ingrid SolheimCedar Run Foods
Scheduling heatmapLost$9,8000Sep 27, 2026Ingrid SolheimOakmont Clinic Group
Estimating dashboardQualified$12,60030Nov 24, 2026Kofi Mensah-BrightStoneyard Builders

Activities

12 sample rows · 6 columns

Calls, emails and meetings logged against a deal.

What happenedTypeDateNext step onDoneDeal
Discovery callCallOct 9, 2026Oct 19, 2026YesFleet performance dashboard
Sent proposal draftEmailOct 14, 2026Oct 21, 2026YesFleet performance dashboard
Contract redlines callMeetingOct 15, 2026Oct 18, 2026YesPlant downtime reporting
Security questionnaire returnedEmailOct 11, 2026Oct 20, 2026YesPlant downtime reporting
Executive demoMeetingOct 12, 2026Oct 22, 2026YesExecutive KPI suite
Pricing options sentEmailOct 16, 2026Oct 19, 2026YesExecutive KPI suite
First intro callCallOct 7, 2026Oct 24, 2026YesPatient wait-time analysis
Model approach walkthroughMeetingOct 13, 2026Oct 23, 2026YesMember churn model
Cold outreach emailEmailOct 5, 2026Oct 26, 2026YesJob cost report cleanup
Kickoff handoff noteNoteOct 5, 2026Nov 16, 2026YesInvoice aging report
Requirements callCallOct 10, 2026Oct 20, 2026NoEstimating dashboard
Loss debriefNoteSep 27, 2026Dec 16, 2026YesScheduling heatmap

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