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 - HP t655 Thin Pro, WIFI Thin Clients Qty 1

Back to opportunity

Contract valueUSD 610.75

Lead to won—

Events recorded5

Stages cleared2 of 8

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

Deal lost
Deal
USD 610.75
Jul 2, 2026, 5:00 PM
StatusOpenLost
Technical details
Event code
OpportunityLost
Record type
Sales.Opportunity
Record id

01a15de4-7ee7-7ada-a32b-d184239c6cc6

Observed by the platform

Oct 21, 2026, 2:56 AM

Recorded

Oct 21, 2026, 2:56 AM

98 days after the previous step

Deal opened

Deal

USD 610.75

Oct 9, 2026, 11:34 AM

StatusNot startedOpen

Technical details

Event code: OpportunityCreated
Record type: Sales.Opportunity
Record id: 01a15de4-7ee7-7ada-a32b-d184239c6cc6
Observed by the platform: Oct 21, 2026, 2:56 AM
Recorded: Oct 21, 2026, 2:56 AM

Same day as the previous step

Deal moved to a new stage

Deal

No value recorded

Oct 9, 2026, 11:34 AM

StageOpenQualify

Technical details

Event code: OpportunityStageChanged
Record type: Sales.Opportunity
Record id: 01a15de4-7ee7-7ada-a32b-d184239c6cc6
Observed by the platform: Oct 9, 2026, 11:34 AM
Recorded: Oct 21, 2026, 2:56 AM

Same day as the previous step

Quote drafted

Quote

USD 610.75

Oct 9, 2026, 11:34 AM

StatusNot startedDraft

Technical details

Event code: QuoteCreated
Record type: Quoting.Quote
Record id: 01a15de4-9125-7d94-b596-2e416966fd2d
Observed by the platform: Oct 21, 2026, 2:57 AM
Recorded: Oct 21, 2026, 2:57 AM

4 days after the previous step

Deal lost

Deal

USD 610.75

Oct 14, 2026, 7:59 AM

StatusOpenLost

Technical details

Event code: OpportunityLost
Record type: Sales.Opportunity
Record id: 01a15de4-7ee7-7ada-a32b-d184239c6cc6
Observed by the platform: Oct 21, 2026, 2:56 AM
Recorded: Oct 21, 2026, 2:57 AM