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Vantage Mutual

Client since 2022 · 0 open deals · Sam Okafor · last touch 16d ago

$312K
Delivered
$21K
Scheduled
$0
Pipeline
93%
Forecast of goal

Goal by project sizeSam Okafor's line

Project size
Planned
Average
Goal
Won
Open
Large
$200K+
1
$247K
$247K
1
0
Mid
$75K to $200K
0
$134K
$0
1
0
Small
under $75K
2
$59K
$118K
0
0
Goal for this line$360K

The goal was typed in as an amount. These counts are a suggestion; change one to plan this line by project size.

Contacts1 in your CRM

ContactLast touchCadenceNext
Owen Achebe
Claims Director
16 days agoEvery 21 dayscompany defaultMeeting Nov 26

Revenue by delivery monthFY 2026

todayJan 1 – Jan 31: delivered $0, scheduled $0, pipeline $0, goal $25KJFeb 1 – Feb 28: delivered $0, scheduled $0, pipeline $0, goal $25KFMar 1 – Mar 31: delivered $68K, scheduled $0, pipeline $0, goal $29KMApr 1 – Apr 30: delivered $54K, scheduled $0, pipeline $0, goal $29KAMay 1 – May 31: delivered $68K, scheduled $0, pipeline $0, goal $32KMJun 1 – Jun 30: delivered $10K, scheduled $0, pipeline $0, goal $32KJJul 1 – Jul 31: delivered $13K, scheduled $0, pipeline $0, goal $29KJAug 1 – Aug 31: delivered $0, scheduled $0, pipeline $0, goal $25KASep 1 – Sep 30: delivered $25K, scheduled $0, pipeline $0, goal $32KSOct 1 – Oct 31: delivered $49K, scheduled $0, pipeline $0, goal $36KONov 1 – Nov 30: delivered $25K, scheduled $21K, pipeline $0, goal $36KNDec 1 – Dec 31: delivered $0, scheduled $0, pipeline $0, goal $29KD
Accrued $312KScheduled $21KPipeline $0Goal pace$333K forecast · $360K goal

Secured — sold work$333K sold