Lead-to-CashRevenue Visibility

Management experience

Executive Overview
Customer Journeys

Sales objects

Leads
Persons (Contacts)
Accounts
Opportunities
Quotes
Orders
Contracts
Subscriptions
Assets

Setup

Data Quality
Integrations
Administration

Management Experience

Deal journey

Unitrends & Spanning BCDR Renewal – 2026

Back to opportunity

Contract valueUSD 49,694.00

Lead to won0 days

Events recorded3

Stages cleared2 of 8

GHL LeadNo activity for 14+ days
Salesforce LeadNo activity for 14+ days
Account / Contact / Opportunity
QuoteNo activity for 14+ days
Won
Order(s) bookedNo activity for 14+ days
InvoicedNo activity for 14+ days
PaidNo activity for 14+ days

Order created
Order
USD 10.00
Mar 17, 2026, 4:38 AM
StatusNot startedDraft
Technical details

Event code

OrderCreated

Record type

Ordering.Order

Record id

01a0ef85-c240-769b-a4e3-41ebac387df5

Observed by the platform

Sep 30, 2026, 4:30 AM

Recorded

Sep 29, 2026, 4:35 PM

Same day as the previous step

Deal opened

Deal

USD 49,694.00

Mar 17, 2026, 4:38 AM

StatusNot startedOpen

Technical details

Event code: OpportunityCreated
Record type: Sales.Opportunity
Record id: 01a0ef70-7b54-7b7e-bf6b-c9d1bddb3b73
Observed by the platform: Sep 30, 2026, 4:29 AM
Recorded: Sep 30, 2026, 4:29 AM

Same day as the previous step

Deal won

Deal

USD 49,694.00

Mar 17, 2026, 4:38 AM

StatusWon

Technical details

Event code: OpportunityWon
Record type: Sales.Opportunity
Record id: 01a0ef70-7b54-7b7e-bf6b-c9d1bddb3b73
Observed by the platform: Sep 30, 2026, 4:29 AM
Recorded: Sep 30, 2026, 4:29 AM