STAGE PROGRESSION
1
Discovery
2
Proposal
3
Negotiation
4
Closed Won
DEAL OVERVIEW
Deal Value
$68K
Probability
25%
Weighted Value
$17K
Expected Close
Aug 1, 2026
Service Type
EHR Integration
Source
Direct
Added
May 14, 2026
Stage Updated
May 14, 2026
NEXT STEPS
INTERACTION HISTORY
Sent capability overview deck with HIPAA compliance details.
Initial discovery call — Dr. Johnson outlined EHR pain points.