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

Dhanani DPEG NEW 10/8/2026 for New Site

Back to opportunity

Contract valueUSD 0.00

Lead age0 days so far

Events recorded4

Stages cleared1 of 8

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

Deal opened
Deal
No value recorded
Oct 7, 2026, 1:07 PM
StatusNot startedOpen
Technical details
Event code
OpportunityCreated
Record type
Sales.Opportunity

Record id

01a11c1c-b681-76d6-b355-52987aabd3d7

Observed by the platform

Oct 8, 2026, 8:23 AM

Recorded

Oct 8, 2026, 8:23 AM

Same day as the previous step

Deal moved to a new stage

Deal

No value recorded

Oct 7, 2026, 1:07 PM

StageOpenSolutioning

Technical details

Event code: OpportunityStageChanged
Record type: Sales.Opportunity
Record id: 01a11c1c-b681-76d6-b355-52987aabd3d7
Observed by the platform: Oct 7, 2026, 1:07 PM
Recorded: Oct 8, 2026, 8:23 AM

Same day as the previous step

Quote drafted

Quote

USD 344,520.78

Oct 7, 2026, 1:14 PM

StatusNot startedDraft

Technical details

Event code: QuoteCreated
Record type: Quoting.Quote
Record id: 01a11c1c-bd70-7d85-b053-932b233eecb6
Observed by the platform: Oct 8, 2026, 8:23 AM
Recorded: Oct 8, 2026, 8:23 AM

Same day as the previous step

Quote drafted

Quote

USD 204,869.62

Oct 8, 2026, 11:10 AM

StatusNot startedDraft

Technical details

Event code: QuoteCreated
Record type: Quoting.Quote
Record id: 01a15de4-996d-7df3-a584-953d41c51191
Observed by the platform: Oct 21, 2026, 2:57 AM
Recorded: Oct 21, 2026, 2:57 AM