Spreadsheet: 471668d1469128433-help-drawing-in-information-based-on-filters-pipeline-tracker
Sheet: Shared Pipeline

$$ | [NAME] | [NAME] | [NAME] |  | # | [NAME] | [NAME] | [NAME] |  |  |  |  | Quoted FE % | Quoted [NAME] | Quoted NSP | Closed FE% | Closed [NAME] | Closed NSP
Open |  |  |  |  | Open
Closed |  |  |  |  | Closed
Partially Closed |  |  |  |  | Partially Closed
Date | Status | Deal Reg ID # | Deal Reg Status | SE | SR | SA | Customer # | Customer Name | End User | Sales Executive Name | Product Category | Probability | Quoted FE % | Quoted [NAME] | Quoted NSP | Closed FE% | Closed [NAME] | Closed NSP | Close Date | Credit Status | Comments
2015-11-20 00:00:00 | Open |  | Approved |  | [NAME] |  | 38015634 | [NAME] | USANA | [NAME] | [NAME] | 0.5 | 0.01999951262126315 | 26542 | 27083.66 |  |  |  | 2016-07-30 00:00:00 | Net Terms/Flooring | 5/12/16- We worked with [NAME] last year on an extended roll out, this is the second of 3 that is slated for this year. We were able to match requested pricing.- 6/30- email to [NAME] waters vasquez 7/7- [NAME] requested updated quote , still live 7/8- New Deal ID: 12797368 - 7/11-New quote sent
2016-01-27 00:00:00 | Open |  | Approved |  | [NAME] |  | 38019164 | AOS | MO Local Government |  | DELL STORAGE | 0.5 | #[NAME]! |  |  |  |  |  | 2016-08-30 00:00:00 | Net Terms/Flooring | 3/16-DR expires 3/28, will make sure this is renewed prior to. [NAME] says this is still on track with a strong % to close, Customer is looking to implement vmWare Horizons on 30 end user endpoints.  They need additional storage infrastructure to support this initiative.  [NAME] is helping the customer with the VM Horizon project and sells the vmWare licensing to the customer.3/28-Submitted an expiration. 3/21- Deal reg extension submitted. 6/17-DR resubmitted, Per [NAME] this is an August deal- 6/30- Following up on collaboration escalation 7/7-Deal ID: 12691494 approved
2016-01-28 00:00:00 | Open |  | Approved |  | [NAME] |  | 38057555 | Florida Service Corp | FL Baggage | [NAME] | [NAME] | 0.25 | 0.02000830909846282 | 58971 | 60175 |  |  |  | 2016-06-05 00:00:00 | Net Terms/Flooring | 4/13 End user contact just back from Canada and ready to make decision on quotes from Jan. [NAME] quotes revalidated.
2016-03-02 00:00:00 | Open |  | Approved |  | [NAME] |  | 38038540 | SF&B | Clear Source | [NAME] | [NAME] | 1 | 0.02065110293378376 | 97408 | 99462 |  | 97408 | 99462 | 2016-05-25 00:00:00 | Net Terms/Flooring | [NAME] up with [NAME]. He is checking with Clear Src & said to call Wed 13th. 4/13 No news from CS. He is checking & said call 4/15…on calendar.
2016-03-15 00:00:00 | Open |  | Denied |  | [NAME] |  | 38025244 | Presidio | NAI | SUPER NAT A-3 | [NAME] | 0.25 | 0.0174878683266386 | 20878.54 | 21250.16 |  |  |  | 2016-07-30 00:00:00 | Net Terms/Flooring | Presidio originally working with DD, brought opp to TD. DR w/ another partner- 6/30-REQUESTED UPDATE
2016-03-16 00:00:00 | Open |  | Approved |  | [NAME] |  | 38073530 | MAVN | Crown Equity Holding |  | [NAME] | 0.25 | 0.1578867325462626 | 27520.11 | 32679.82 |  |  |  | 2016-07-30 00:00:00 | Net Terms/Flooring | 3/16- MAVN meeting with customer to position new [NAME] product aginst the refurb quote that the EU already has. Comp pricing is 30k. 3/21- Deal reg pricing sent to customer 4/14- Pushing out to Q2. Infrastructure must be in place before pulling trigger.- 6/30- Followed up w/ Jeff Brew- Dell Direct may be back in the mix
2016-03-22 00:00:00 | Open |  | Approved |  | [NAME] |  | 38047922 | Pace Systems | SDI | CR A-2 | [NAME] | 0.25 | 0.02003052270125906 | 25685 | 26210 |  |  |  | 2016-05-30 00:00:00 | Net Terms/Flooring | [NAME]) 395-2192 Office [NAME] to ordering per [NAME]
2016-03-29 00:00:00 | Open |  | Approved |  | [NAME] |  | 38048189 | Current Technologies | Thornton District 205 | SMBWC B-4 | SONICWALL HARDWARE | 0.25 | 0.01999717686914788 | 166624 | 170024 |  |  |  | 2016-05-30 00:00:00 | Net Terms/Flooring | [NAME] picking ONE of 3 options and projecting for June
2016-03-30 00:00:00 | Partially Closed |  | Approved |  | [NAME] |  | 38017866 | Telecom Resources | Memorial Healthcare | [NAME] | WYSE THIN CLIENTS | 1 | 0.02500094177329633 | 310584 | 318548 |  |  |  | 2016-04-15 00:00:00 | Net Terms/Flooring | 3/30 Deal reg'd by me on 3/30 for Toni Mastrullo-4/5 LVM for [NAME] for status 4/13 No stock at Dell until Apr 22 for potential order of 60 units per [NAME]
2016-04-01 00:00:00 | Open |  | Approved |  | [NAME] |  | 38020197 | Solutions-II |  | WR A-3 | DELL STORAGE | 0.25 | 0.01999269673178748 | 21470 | 21908 |  |  |  | 2016-05-25 00:00:00 | Net Terms/Flooring | Mic Welling Compellent 3 solutions quoted per 2 serial numbers
2016-04-01 00:00:00 | Partially Closed |  | Approved |  | [NAME] |  | 38006906 | SPS | [NAME] | ER B-1 | [NAME] | 1 | 0.03000288043117544 | 15052.91 | 15518.51 |  |  |  | 2016-04-08 00:00:00 | Net Terms/Flooring | 4/6-Opporuntity will be closing this week and inventory brought into NJ  4/14/[PHONE]
2016-04-01 00:00:00 | Partially Closed |  | Approved |  | [NAME] |  | 38006906 | SPS | Penn Medicine | ER B-1 | [NAME] | 1 | 0.03 | 24250 | 25000 |  |  |  | 2016-04-30 00:00:00 | Net Terms/Flooring | 4/6-Spoke with [NAME] on Tuesday and he is closing out an opportunity for [NAME] medicine. Exact specs arent finalized, may need to make changes to build.4/[PHONE]
2016-04-01 00:00:00 | Partially Closed |  |  |  | [NAME] |  | 38006906 | SPS | California Wellness | ER B-1 | [NAME] | 1 | 0.3602710374870313 | 3878.44 | 6062.63 |  |  |  | 42474 | Net Terms/Flooring | 4/14/16- Waiting on remaining stock to come into warehouse.- [PHONE]
2016-04-04 00:00:00 | Open |  | Approved |  | [NAME] |  | 38026457 | Virtuit | PBF | ER A-3 | [NAME] | 1 | 0 | 1577850.42 | 1577850.42 |  |  |  | 2017-03-01 00:00:00 | Net Terms/Flooring | 4/5/16-Sent updated quotes to [NAME] at Virtuit. Putting together customer proposal by EOW. - 6/30- Virtuit has been granted the deal but we be rolling out over next 2 qtrs 7/6-First PBF order received [PHONE] 22K
2016-04-05 00:00:00 | Partially Closed |  | Approved |  | [NAME] |  | 38048612 | SHI | Bobs Furniture | SUPER NAT A-1 | WYSE THIN CLIENTS | 1 | 0.01127034924168638 | 28424 | 28748 |  |  |  | 2016-04-08 00:00:00 | Net Terms/Flooring | Order in as Wyse dropship
2016-04-07 00:00:00 | Open |  | Approved |  | [NAME] |  | 38046101 | Ergonomic Group | [NAME] | ER C-1 | SONICWALL HARDWARE | 0.25 | 0.03008874098724348 | 34975 | 36060 |  |  |  | 2016-05-25 00:00:00 | Net Terms/Flooring | 5/10 LVM for Bradley 4/20 Bradley Clark-also quoted NSA 4600 and wanted info on Fortinet alternative. eRate and will close in May most likely.
2016-05-06 00:00:00 | Open |  | Approved |  | [NAME] |  | 38030024 | MK Tech | [NAME] | [NAME] | [NAME] | 0.5 | 0.02 | 20145 | 20556 |  |  |  |  | Net Terms/Flooring | 5/10 [NAME] date:early next week
2016-05-06 00:00:00 | Open |  | Approved |  | [NAME] |  | 38019164 | AOS | [NAME] | [NAME] | [NAME] | 0.75 | 0.02000040000800016 | 23519.52 | 23999.52 |  |  |  | 2016-07-30 00:00:00 | Net Terms/Flooring | 5/12/16- AOS expecting this to close by EOM. They own greenfield pricing and are well positioned to win the opportunity. 6/6- [NAME] today, end user rescheduled for Thursday- specifically asked for Dell. Budget approval already, purchase by EOM , updated data protection , HA disk backup, multisite. 7/1- [NAME] sent to [NAME] for update 7/5-[NAME], waiting for EU to pay outstanding invoices to move forward.
2016-05-09 00:00:00 | Open |  | Approved |  | [NAME] |  | 38015546 | Computer1 | Fox | ER C-1 | [NAME] | 1 | 0.02 | 28279.5 | 28856 |  | 28279 | 28856.64 | 2016-05-15 00:00:00 | Net Terms/Flooring | 5/18 closed with a different BOM, but just needed extra memory over what we ordered into stock for them 5/9 New round of 4 servers for Fox and is in for purchasing approval
2016-05-09 00:00:00 | Open |  | Denied |  | [NAME] |  | 38024011 | Applied Tech Sol | Salisbury | ER B-4 | [NAME] | 0 | -0.02994823761400049 | 133712 | 129824 |  |  |  | 2016-05-30 00:00:00 | Net Terms/Flooring | 5/24 [NAME] said the [NAME]; direct quote was $500 lower in total so she did not win even though there was back end grant money the end user would have received. 5/12  Pricing against Dell-done with backend funds for end user if purchased thru Applied (MBE credit and receive grant      dollars)
2016-05-18 00:00:00 | Open |  | Approved |  | [NAME] |  | 38048189 | Current Technologies | Kendall County | SMBWC B-4 | DELL STORAGE | 0.25 | 0.02000363230677425 | 37772 | 38543 |  |  |  |  | Net Terms/Flooring | 5/25 [NAME] proposing 4 different EQL options from $24376 to $52720  Deal ID 11528963
2016-05-18 00:00:00 | Partially Closed |  | Approved |  | [NAME] |  | 38033446 | [NAME] | Raritan Bay Med | MIAMI 1 | WYSE THIN CLIENTS | 0.75 | 0.007016924263687649 | 53421 | 53798.5 |  |  |  | 2016-05-30 00:00:00 | Net Terms/Flooring | 5/20 Booked, but changing to drop ship O# [PHONE]
2016-05-23 00:00:00 | Open |  | Approved |  | [NAME] |  | 38025244 | Presidio | Tyco | SUPER NAT A-3 | DELL STORAGE | 0.25 | 0.01999883952575286 | 101338 | 103406 |  |  |  | 2016-06-15 00:00:00 | Net Terms/Flooring | [NAME] says push to Q4 due to timing of other projects 5/23 [NAME] working to close mid-June
2016-05-23 00:00:00 | Open |  | Approved |  | [NAME] |  | 38026516 | Venturenet | Four Star Freightliner | ER E-2 | SONICWALL HARDWARE | 0.5 | 1 |  | 53208.28 |  |  |  | 2016-07-30 00:00:00 | Net Terms/Flooring | 5/31-Large MSP opportunity, [NAME] met with EU last week, proposal went well. Pricing is in line and more competitive than Dell direct.7/1- Sent email to [NAME] for update
2016-05-24 00:00:00 | Open |  | Approved |  | [NAME] |  | 38040018 | Escope | Geovista Credit Union | ER C-2 | [NAME] | 0.75 | 0.01999988293114868 | 36833.03 | 37584.72 |  |  |  | 2016-08-30 00:00:00 | Net Terms/Flooring | 6/2-Per the customer, this is a true need for the end user. Sales expects them to place the order next week. 12563468 - 729256179; 6/3- Spoke with ED, customer will purchase by EOM.- 7/1- Pinged sale for an update 7/5- [NAME], Opportunity slated for August
2016-05-25 00:00:00 | Open |  | Approved |  | [NAME] |  | 38010213 | Burwood | [NAME] | CR A-5 | [NAME] | 0.25 | 0.02000905759808967 | 23803 | 24289 |  |  |  | 2016-06-30 00:00:00 | Net Terms/Flooring | 5/23 [NAME] eRate closing in June
2016-05-25 00:00:00 | Open |  | Approved |  | [NAME] |  | 38056219 | Citynet | [NAME] | ER C-2 | [NAME] | 0.75 | 0.0200010989614814 | 17835 | 18199 |  |  |  | 2016-07-25 00:00:00 | Net Terms/Flooring | 7/14 Christian say this is closing last week of July 5/25 [NAME] time of registration in Mid April Christian forecasted it for 120 days out to allow for budgeting and approval at the hospital. Customer has the project plan and is currently considering options.
2016-05-31 00:00:00 | Open |  | Approved |  | [NAME] |  | 38037310 | Northern Tech Grp | Oglethorpe | ER C-4 | [NAME] | 0.25 | 0.02000573357966495 | 15382.97 | 15697 |  |  |  |  | Net Terms/Flooring | [NAME]
2016-06-06 00:00:00 | Open |  | Approved |  | [NAME] |  | 38037670 | LVITPROS | ProMed Management Group | SMBWC B-2 | [NAME] | 0.5 | 0.0199998501734244 | 19622.69 | 20023.15 |  |  |  | 2016-07-30 00:00:00 | Net Terms/Flooring | 6/29- Sent email to [NAME] for update
2016-06-06 00:00:00 | Open |  | Approved |  | [NAME] |  | 38027421 | Direct Tech Grp | Harbourtouch | ER C-2 | [NAME] | 0.5 | 0.02000008805956356 | 44515.32 | 45423.8 |  |  |  | 2016-07-30 00:00:00 | Net Terms/Flooring | 7/1- Customer is looking at refurbished units as an alternative. Trying to see what we can do to convince them to go with TD quote
2016-06-07 00:00:00 | Open |  | Approved |  | [NAME] |  | 38015546 | Computer 1 | Delica Global | WR A-3 | [NAME] | 0.25 | 0.02001217198295922 | 27374 | 27933 |  |  |  | 2016-07-31 00:00:00 | Net Terms/Flooring | Also considering Lenovo. Will start with one but total need is 3 servers. In proposal stage now with no firm close date given, but thinks it will be end of July.
2016-06-16 00:00:00 | Open |  | Approved |  | [NAME] |  | 38006227 | Insight | Lander Group | SUPER NAT A-1 | [NAME] | 0.25 | #[NAME]! |  |  |  |  |  | 2016-07-30 00:00:00 | Net Terms/Flooring | 7/1-Next Thursday meeting with end user
2016-06-30 00:00:00 | Open |  | Approved |  | [NAME] |  | 38011911 | Open Systems of Cleveland | Great Plains Ventures | CR A-5 | [NAME] | 0.5 | 1 |  | 20000 |  |  |  | 2016-07-30 00:00:00 | Net Terms/Flooring | 7/1- Sent updated pricing to [NAME]
2016-07-05 00:00:00 | Open |  | Approved |  | [NAME] |  | 38011911 | Open Systems of Cleveland | OhioHealth MedCentral Mansfield Hospital | CR A-5 | DELL STORAGE | 0.5 | 0.019999909441207 | 15150.38 | 15459.57 |  |  |  | 2016-07-30 00:00:00 | Net Terms/Flooring | 7/5-Deal ID:12779644
2016-07-11 00:00:00 | Open |  | Approved |  | [NAME] |  | 38023451 | Dasher | Exchange Bank | WR B-2 | WYSE THIN CLIENTS | 0.5 | 0.02001205163172751 | 77250 | 78827.5 |  |  |  | 2016-08-30 00:00:00 | Net Terms/Flooring | 7/11/16- Deal ID 12760938
2016-07-12 00:00:00 | Open |  | Approved |  | [NAME] |  | 38047669 | [NAME] | BCBS Mississippi | ER C-3 | DELL CLOUD CLIENT COMPUTING | 0.5 | 0.01818899018232819 | 33601.5 | 34224 |  |  |  | 2016-07-30 00:00:00 | Net Terms/Flooring | 7/12-16- Spoke with [NAME] , we have excellent pricing, $100 less than what BCBS is expecting to pay and a promo that expires the end of the month.
2016-07-14 00:00:00 | Open |  | Denied |  | [NAME] |  | 38042740 | Computex | Internal Use | CR B-1 | [NAME] | 0.5 | 0.02000240072458233 | 179612 | 183278 |  |  |  | 2016-07-30 00:00:00 | Net Terms/Flooring | 7/15 For their managed services expansion, so no end user is tied to it to do deal reg. Our pricing is lower than [NAME] who sent them to us.
2016-07-14 00:00:00 | Open |  | Approved |  | [NAME] |  | 38048612 | SHI | [NAME] | SUPER NAT A-1 | [NAME] | 0.5 | 0.02222222222222222 | 35200 | 36000 |  |  |  | 2016-07-26 00:00:00 | Net Terms/Flooring | 7/15 ordering multiples of switching on quote from stock, but no final count yet.
2016-05-25 00:00:00 | Open |  | Denied |  | [NAME] |  | 38039801 | TLS |  | SMBWC B-5 | [NAME] | 0.75