Sales Force Automation — NexavionERP
Nexavion Revenue/Sales Force Automation
Ana Kowalski
ana@meridianco.com
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Sales Force Automation

Leads keep their history, and the forecast meets the revenue plan

Open Leads148
LD-1045 is converted
Pipeline ValueJMD 18.6M
OPP-1045 is JMD 414,000
Forecast Attainment23%
Kingston quota
Leads
Conversion keeps the portal form and the 01 Oct call on the opportunity.
0 selected
Lead IDCompanyContactSourceScoreOwnerTerritoryQualificationRoutingCreatedStatus
LD-1045Kingston Industrial SuppliesKeisha MorganPortal86Keisha MorganKingstonBudget confirmedOwner territory28 Sep 2026Converted
LD-1088North Coast RetailOmar ReidCommerce41Omar ReidOcho RiosCredit watchTerritory owner04 Oct 2026Routed
LD-3002Parish Schools BoardNadine BlakeEvent42Andre PowellMandevilleIncompleteRound robin03 Oct 2026Disqualified
LD-3003Parish Schools BoardNadine BlakeDirect43Keisha MorganKingstonIncompleteRound robin04 Oct 2026New
LD-3004Parish Schools BoardNadine BlakeEDI44Omar ReidMontego BayNeed confirmedRound robin05 Oct 2026Qualified
LD-3005Parish Schools BoardNadine BlakeEvent45Andre PowellMandevilleIncompleteRound robin06 Oct 2026Disqualified
LD-3006Parish Schools BoardNadine BlakeDirect46Keisha MorganKingstonIncompleteRound robin07 Oct 2026New
LD-3007Parish Schools BoardNadine BlakeEDI47Omar ReidMontego BayNeed confirmedRound robin08 Oct 2026Qualified
LD-3008Parish Schools BoardNadine BlakeEvent48Andre PowellMandevilleIncompleteRound robin01 Oct 2026Disqualified
LD-3009Parish Schools BoardNadine BlakeDirect49Keisha MorganKingstonIncompleteRound robin02 Oct 2026New
LD-3010Parish Schools BoardNadine BlakeEDI50Omar ReidMontego BayNeed confirmedRound robin03 Oct 2026Qualified
LD-3011Parish Schools BoardNadine BlakeEvent51Andre PowellMandevilleIncompleteRound robin04 Oct 2026Disqualified
LD-3012Parish Schools BoardNadine BlakeDirect52Keisha MorganKingstonIncompleteRound robin05 Oct 2026New
LD-3013Parish Schools BoardNadine BlakeEDI53Omar ReidMontego BayNeed confirmedRound robin06 Oct 2026Qualified
LD-3014Parish Schools BoardNadine BlakeEvent54Andre PowellMandevilleIncompleteRound robin07 Oct 2026Disqualified
LD-3015Parish Schools BoardNadine BlakeDirect55Keisha MorganKingstonIncompleteRound robin08 Oct 2026New
LD-3016Parish Schools BoardNadine BlakeEDI56Omar ReidMontego BayNeed confirmedRound robin01 Oct 2026Qualified
LD-3017Parish Schools BoardNadine BlakeEvent57Andre PowellMandevilleIncompleteRound robin02 Oct 2026Disqualified
LD-3018Parish Schools BoardNadine BlakeDirect58Keisha MorganKingstonIncompleteRound robin03 Oct 2026New
LD-3019Parish Schools BoardNadine BlakeEDI59Omar ReidMontego BayNeed confirmedRound robin04 Oct 2026Qualified
LD-3020Parish Schools BoardNadine BlakeEvent60Andre PowellMandevilleIncompleteRound robin05 Oct 2026Disqualified
LD-3021Parish Schools BoardNadine BlakeDirect61Keisha MorganKingstonIncompleteRound robin06 Oct 2026New
Stage and exit criteria
Proposal exits when the margin approval is recorded and QT-1045 is accepted.
Lead→Qualify→Proposal→Close
Opportunities
Weighted value is amount times probability.
0 selected
OpportunityCustomerStageAmountProbabilityWeighted ValueProductsCompetitorClose DateOwnerStatus
OPP-1045Kingston Industrial SuppliesProposalJMD 414,00070%JMD 289,800Parish Switch KitParish Line Supply18 Oct 2026Keisha MorganOpen
OPP-1182Kingston Industrial SuppliesClosed wonJMD 920,000100%JMD 920,000Parish Switch Kit—28 Sep 2026Keisha MorganWon
Territory and quota
Keisha Morgan, Kingston, quota JMD 4,000,000, billed JMD 920,000, attainment 23%.
0 selected
TerritoryOwnerQuotaActualAttainment %PipelineForecastRemainingStatus
KingstonKeisha MorganJMD 4,000,000JMD 920,00023%JMD 414,000JMD 289,800JMD 3,080,000In progress
MandevilleAndre PowellJMD 2,100,000JMD 450,00021%JMD 220,000JMD 110,000JMD 1,480,000In progress
PortmoreNadine BlakeJMD 2,200,000JMD 500,00022%JMD 240,000JMD 120,000JMD 1,460,000In progress
Ocho RiosOmar ReidJMD 2,300,000JMD 550,00023%JMD 260,000JMD 130,000JMD 1,440,000In progress
Montego BayAndre PowellJMD 2,400,000JMD 600,00024%JMD 280,000JMD 140,000JMD 1,420,000In progress
MandevilleNadine BlakeJMD 2,500,000JMD 650,00025%JMD 300,000JMD 150,000JMD 1,400,000In progress
PortmoreOmar ReidJMD 2,600,000JMD 700,00026%JMD 320,000JMD 160,000JMD 1,380,000In progress
Ocho RiosAndre PowellJMD 2,700,000JMD 750,00027%JMD 340,000JMD 170,000JMD 1,360,000In progress
Pipeline → weighted forecast → financial revenue plan
OPP-1045 weighted JMD 289,800 against the October revenue plan line of JMD 500,000.
Forecast and deal risk
The risk driver is the 10% margin, not a missing activity.
0 selected
OpportunityOwnerAmountProbabilityWeighted ForecastFinancial PlanVarianceRisk ScoreRisk DriverRecommended ActionStatus
OPP-1045Keisha MorganJMD 414,00070%JMD 289,800JMD 500,000JMD 210,20046Margin 10% vs 25%Approve margin before closeWatch
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