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CRM
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Opportunities
Close Year
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Name
Company
Primary Contact
Pipeline
Stage
Status
Win Probability
Project Type
Billing
Proposal Doc
Date Created
Close Date
Start Date
Assignee
Details
Monetary Value
Weighted Monetary Value
Project Value
Recurring Monthly Value
Recurring Monthly Term
2022
6
Q2
Amazon - Social Media Campaign
Amazon
Jeff Bezos
New Customer
Lead
5%
Retainer
Monthly
06/01/2022
30/06/2022
Jone Jones
Open
$12,000.00
$600.00
$2,000.00
6
Amazon - Digital Marketing Training
Amazon
Brian Oljavski
New Customer
Negotiation
Won
80%
Training
Full
09/06/2022
03/06/2022
Jone Jones
Open
$0.00
$5,000.00
Event banner
Apple
Tim Cook
Current Customer
Negotiation
Won
90%
Project
Full
09/06/2022
30/06/2022
Ali Bokesmati
Open
$0.00
$2,000.00
5
Q2
Landing Page Project
RioCan REIT
Deleted Row
New Customer
Negotiation
Won
80%
Project
Full
09/06/2022
03/05/2022
Amy Gonzalez
Open
$0.00
$2,000.00
7
Q3
Social Media Retainer
Google
Sundar Pichai
New Customer
Negotiation
80%
Retainer
Monthly
08/06/2022
30/07/2022
Jone Jones
Open
$0.00
Amazon - Landing Page Project
Amazon
Jeff Bezos
New Customer
Negotiation
Lost
80%
Project
Full
09/06/2022
08/07/2022
Jone Jones
Open
$0.00
$6,000.00
Digital Marketing Training
Air Transat
François Legault
New Customer
Negotiation
Won
80%
Training
Full
09/06/2022
31/07/2022
Jone Jones
Open
$0.00
$5,000.00
Landing Page Project
Blackberry
Douglas Fregin
New Customer
Proposal
65%
Project
Halves
09/06/2022
24/07/2022
Amy Gonzalez
Open
$0.00
$7,000.00
Event Banner
Google
Sergei Brin
New Customer
Pitch
50%
Project
Full
09/06/2022
22/07/2022
Amy Gonzalez
Open
$0.00
$2,000.00
Digital Marketing Training
RBC
John Steve
New Customer
Proposal
65%
Training
Full
09/06/2022
21/07/2022
Sara Patraut
Open
$0.00
$8,000.00
Digital Marketing Training
Sobeys
Deleted Row
New Customer
Pitch
50%
Training
Full
09/06/2022
24/07/2022
Jone Jones
Open
$0.00
$6,000.00
2
Q1
Amazon - Digital Strategy
Amazon
Andy Jassy
New Customer
Pitch
Won
50%
Project
Full
09/06/2022
18/02/2022
Edward Ford
Open
$0.00
$8,000.00
9
Q3
Social Media Campaign
Air Transat
Annick Guérard
New Customer
Proposal
65%
Project
Full
09/06/2022
05/09/2022
Rebecca Smith
Open
$0.00
$9,000.00
Newsletter Creation
Blackberry
John S Chen
New Customer
Negotiation
Won
80%
Subscription
Monthly
09/06/2022
01/09/2022
Jenny Flowers
Open
$9,000.00
$7,200.00
$1,000.00
9
Event campaign
Canadian Tire
William Bill
New Customer
Negotiation
80%
Project
Full
09/06/2022
30/09/2022
Rebecca Smith
Open
$0.00
$6,000.00
Digital Marketing Training
Citigroup
Jane Fraser
Current Customer
Idea
60%
Training
Full
09/06/2022
22/09/2022
Jone Jones
Open
$0.00
$8,000.00
Event promotion Campaign
TD bank
Bharat Masrini
Current Customer
Idea
60%
Project
Full
09/06/2022
09/09/2022
Jenny Flowers
Open
$0.00
$5,000.00
Newsletter project
Tim Hortons
Axel Schwan
New Customer
Pitch
Abandoned
50%
Project
Full
09/06/2022
08/09/2022
Jenny Flowers
Open
$0.00
$6,000.00
8
Q3
Landing page project
Air Transat
François Legault
New Customer
Proposal
65%
Project
Full
09/06/2022
18/08/2022
Amy Gonzalez
Open
$0.00
$3,000.00
Event Promotion campaign
Costco
W. Craig Jelinek
New Customer
Prospect
25%
Project
Full
09/06/2022
28/08/2022
Edward Ford
Open
$0.00
$7,000.00
Digital Marketing training
Google
Larry Page
New Customer
Prospect
25%
Training
Full
09/06/2022
20/08/2022
Jone Jones
Open
$0.00
$9,000.00
Social Media Retainer
Johnson & Johnson
Robert Wood Johnson
Current Customer
Negotiation
Won
90%
Retainer
Monthly
09/06/2022
24/08/2022
Jenny Flowers
Open
$10,000.00
$9,000.00
$2,500.00
4
Social media retainer
Pfizer
Charles Pfizer
New Customer
Pitch
50%
Retainer
Monthly
09/06/2022
23/08/2022
Amy Gonzalez
Open
$0.00
$9,000.00
Newsletter Project
Saputo
Deleted Row
Current Customer
Idea
60%
Project
Full
09/06/2022
21/08/2022
Maya Griffith
Open
$0.00
$6,000.00
New Project
Johnson & Johnson
Joaquin Duato
New Customer
Prospect
Lost
25%
Retainer
Monthly
18/07/2022
31/08/2022
Jone Jones
Open
$0.00
12
Q4
Social Media Campaign
Apple
Steve Jobs
Current Customer
Negotiation
90%
Retainer
Monthly
09/06/2022
25/12/2022
Rebecca Smith
Open
$0.00
Digital Strategy
Canadian Tire
Alfred Bill
New Customer
Proposal
65%
Project
Full
09/06/2022
23/12/2022
Jone Jones
Open
$0.00
$15,000.00
Social Media Campaign
Citigroup
Michael Corbat
Current Customer
Negotiation
Abandoned
90%
Project
Full
09/06/2022
25/12/2022
Ali Bokesmati
Open
$0.00
$11,000.00
Website Update
HP
David Packard
Current Customer
On Hold
Project
Full
09/06/2022
23/12/2022
Michael Warner
Open
$10,000.00
Landing Page Project
Sobeys
Deleted Row
New Customer
Negotiation
Lost
80%
Project
Full
09/06/2022
18/12/2022
Amy Gonzalez
Open
$0.00
$4,000.00
10
Q4
Digital Marketing Training
Blackberry
Mike Lazaridis
New Customer
Negotiation
Won
80%
Training
Full
09/06/2022
12/10/2022
Jone Jones
Open
$0.00
$10,000.00
Landing Page project
Costco
Jeffrey Brotman
New Customer
Negotiation
80%
Project
Full
09/06/2022
22/10/2022
Maya Griffith
Open
$0.00
$5,000.00
Social Media Retainer
Walmart
Judith McKenna
New Customer
Negotiation
Abandoned
80%
Retainer
Monthly
09/06/2022
07/10/2022
Jenny Flowers
Open
$0.00
$15,000.00
1
Q1
Social Media content
Citigroup
Sanford Weill
Current Customer
On Hold
Won
Project
Full
09/06/2022
10/01/2022
Jenny Flowers
Open
$6,500.00
11
Q4
Social Media Campaign
HP
Enrique Lores
New Customer
Negotiation
Abandoned
80%
Project
Full
09/06/2022
15/11/2022
Ali Bokesmati
Open
$0.00
$8,000.00
Digital Marketing Training
Johnson & Johnson
Joaquin Duato
New Customer
Negotiation
80%
Training
Full
09/06/2022
18/11/2022
Edward Ford
Open
$0.00
$8,000.00
Content Creation
Kroger
Bernard Kroger
Current Customer
Negotiation
Won
90%
Project
Full
09/06/2022
10/11/2022
Amy Gonzalez
Open
$0.00
$8,000.00
Digital Marketing Training
Pfizer
Albert Bourla
New Customer
Negotiation
Won
80%
Training
Full
09/06/2022
19/11/2022
Jone Jones
Open
$0.00
$8,000.00
Social Media Retainer
RioCan REIT
Deleted Row
New Customer
Pitch
50%
Retainer
Monthly
09/06/2022
27/11/2022
Rebecca Smith
Open
$0.00
$6,000.00
Digital Marketing Training
WestJet
Clive Beddoe
New Customer
Proposal
65%
Training
Full
09/06/2022
15/11/2022
Jone Jones
Open
$0.00
$9,000.00
3
Q1
Digital Marketing Training
TD bank
Anne Martin
Current Customer
Negotiation
Won
90%
Training
Full
09/06/2022
10/03/2022
Jone Jones
Open
$0.00
$9,000.00
4
Q2
Digital Marketing Training
Tim Hortons
Alex Berhing
New Customer
Negotiation
Won
80%
Training
Full
09/06/2022
01/04/2022
Jone Jones
Open
$0.00
$5,000.00
2023
6
Q2
Website update
TD bank
Leo Salom
Current Customer
Idea
60%
Project
Full
09/06/2022
01/06/2023
Michael Warner
Open
$0.00
$10,000.00
5
Q2
Marketing Strategy Update
Costco
James Sinegal
New Customer
Negotiation
Won
80%
Project
Full
09/06/2022
11/05/2023
Jone Jones
Open
$0.00
$15,000.00
Marketing Strategy
HP
Bill Hewlett
New Customer
Proposal
65%
Project
Full
09/06/2022
12/05/2023
Edward Ford
Open
$0.00
$12,000.00
Website Update
Kroger
Rodney McMullen
Current Customer
Idea
60%
Project
Full
09/06/2022
02/05/2023
Michael Warner
Open
$0.00
$12,000.00
Website Updates
Tim Hortons
Alex Berhing
New Customer
Negotiation
80%
Project
Full
09/06/2022
03/05/2023
Michael Warner
Open
$0.00
$10,000.00
Website Update
WestJet
Alexis Von Hensbroech
New Customer
Pitch
50%
Project
Full
09/06/2022
19/05/2023
Michael Warner
Open
$0.00
$20,000.00
1
Q1
Digital Strategy
Apple
Tim Cook
Current Customer
Idea
60%
Project
Full
09/06/2022
20/01/2023
Jone Jones
Open
$0.00
$12,000.00
Social Media Campaign
Blackberry
John S Chen
New Customer
Pitch
50%
Project
Full
09/06/2022
19/01/2023
Ali Bokesmati
Open
$0.00
$12,000.00
Social media Content
Costco
Jeffrey Brotman
New Customer
Proposal
65%
Project
Full
09/06/2022
04/01/2023
Rebecca Smith
Open
$0.00
$6,000.00
Newsletter
Johnson & Johnson
Robert Wood Johnson
New Customer
Pitch
50%
Project
Full
09/06/2022
02/01/2023
Maya Griffith
Open
$0.00
$6,000.00
Digital marketing Training
Kroger
Anne Gate
Current Customer
Idea
60%
Training
Full
09/06/2022
03/01/2023
Jone Jones
Open
$0.00
$7,000.00
Social Media retainer
RBC
David McKay
New Customer
Proposal
65%
Project
Full
09/06/2022
14/01/2023
Jenny Flowers
Open
$0.00
$8,500.00
Digital Marketing Training
RioCan REIT
Deleted Row
New Customer
Negotiation
80%
Training
Full
09/06/2022
19/01/2023
Jone Jones
Open
$0.00
$8,000.00
Social Media Campaign
Tim Hortons
José Cil
New Customer
Negotiation
80%
Project
Full
09/06/2022
04/01/2023
Jenny Flowers
Open
$0.00
$10,000.00
Dev
Google
Larry Page
New Customer
Lead
5%
Project
Full
31/01/2023
07/01/2023
Jane Marie Doe
Open
$0.00
2
Q1
Website creation
Canadian Tire
Greg Hicks
New Customer
Negotiation
Won
80%
Project
Halves
09/06/2022
20/02/2023
Michael Warner
Open
$0.00
$14,000.00
Marketing strategy
TD bank
Bharat Masrini
Current Customer
Idea
60%
Project
Full
09/06/2022
08/02/2023
Ali Bokesmati
Open
$0.00
$12,000.00
Event Promotion Campaign
Walmart
Judith McKenna
New Customer
Prospect
25%
Project
Full
09/06/2022
16/02/2023
Ali Bokesmati
Open
$0.00
$7,000.00
Social Media retainer
WestJet
Mark Hill
New Customer
Negotiation
Won
80%
Retainer
Monthly
09/06/2022
01/02/2023
01/02/2023
Ali Bokesmati
Open
$15,000.00
$12,000.00
$5,000.00
3
4
Q2
Social Media Campaign
Canadian Tire
William Bill
New Customer
Proposal
65%
Project
Full
09/06/2022
20/04/2023
Edward Ford
Open
$0.00
$10,000.00
Website Update
RBC
Julia Brown
New Customer
Negotiation
80%
Project
Full
09/06/2022
25/04/2023
Michael Warner
Open
$0.00
$14,000.00
Newsletter Project
RioCan REIT
Deleted Row
New Customer
Proposal
65%
Project
Full
09/06/2022
12/04/2023
Ali Bokesmati
Open
$0.00
$4,500.00
Website Update
Saputo
Deleted Row
Current Customer
Negotiation
90%
Project
Full
09/06/2022
22/04/2023
Michael Warner
Open
$0.00
$9,000.00
Social Media Retainer
Sobeys
Deleted Row
New Customer
Proposal
65%
Retainer
Monthly
09/06/2022
27/04/2023
Rebecca Smith
Open
$0.00
$6,000.00
Landing Page
Walmart
John Furner
New Customer
Pitch
Abandoned
50%
Project
Full
09/06/2022
14/04/2023
Amy Gonzalez
Open
$0.00
$3,000.00
3
Q1
Website update
Citigroup
Michael Corbat
Current Customer
On Hold
Project
Full
09/06/2022
16/03/2023
Michael Warner
Open
$8,000.00
Event Promotion Campaign
Kroger
Bernard Kroger
Current Customer
Proposal
75%
Project
Full
09/06/2022
08/03/2023
Jenny Flowers
Open
$0.00
$4,000.00
New Marketing Stratey
Pfizer
Ronald Blaylock
New Customer
Negotiation
80%
Project
09/06/2022
23/03/2023
Ali Bokesmati
Open
$0.00
$15,000.00
Social Media Campaign
Saputo
Deleted Row
Current Customer
Negotiation
90%
Retainer
Monthly
09/06/2022
23/03/2023
Ali Bokesmati
Open
$0.00
$10,000.00
New Marketing Strategy
Sobeys
Deleted Row
New Customer
Pitch
50%
Project
Full
09/06/2022
04/03/2023
Ali Bokesmati
Open
$0.00
$10,000.00
Digital Marketing Training
Walmart
Doug McMillon
New Customer
Proposal
65%
Training
Full
09/06/2022
18/03/2023
Jone Jones
Open
$0.00
$9,000.00
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