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

Renewal - Citrix-Virtual Apps Qty 700 & 2-NetScaler 3 of 3 years

Back to opportunity

Contract valueUSD 114,382.50

Lead age205 days so far

Events recorded3

Stages cleared1 of 8

GHL Lead
Salesforce Lead
Account / Contact / Opportunity
QuotePresented, not yet accepted
Won
Order(s) booked
Invoiced
Paid

Deal opened
Deal
USD 114,382.50
Mar 17, 2026, 5:06 AM
StatusOpen
Technical details
Event code
OpportunityCreated
Record type
Sales.Opportunity
Record id
01a0ef70-f787-74ab-830b-0e12f3ceaa3f
Observed by the platform
Sep 30, 2026, 4:29 AM
Recorded

Sep 30, 2026, 4:29 AM

Same day as the previous step

Deal moved to a new stage

Deal

No value recorded

Mar 17, 2026, 5:06 AM

StageOpenNegotiate

Technical details

Event code: OpportunityStageChanged
Record type: Sales.Opportunity
Record id: 01a0ef70-f787-74ab-830b-0e12f3ceaa3f
Observed by the platform: Mar 17, 2026, 5:06 AM
Recorded: Sep 30, 2026, 6:35 AM

205 days after the previous step

Quote drafted

Quote

USD 114,382.50

Oct 8, 2026, 10:11 AM

StatusNot startedPresented

Technical details

Event code: QuoteCreated
Record type: Quoting.Quote
Record id: 01a15de4-9965-7bd9-955a-100427d1f989
Observed by the platform: Oct 21, 2026, 2:57 AM
Recorded: Oct 21, 2026, 2:57 AM