Pipeline & plan · All companies
Plan vs actual, pipeline and funding
Plan vs actual · 2027 Baseline frozen 2026-10-31
$K per month. Baseline from publishing-2027-frozen-baseline.xlsx. Actuals fill in from Finance & Compliance from Jan 2027; variance appears once a month has actuals.
| Company | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Growth Desk Media | 2.4 — | 3.3 — | 4.0 — | 4.2 — | 4.4 — | 4.6 — | 4.8 — | 4.9 — | 5.1 — | 5.3 — | 5.5 — | 5.6 — | 54.1 |
| Builder Weekly | 1.6 — | 2.2 — | 2.6 — | 2.7 — | 2.8 — | 2.9 — | 3.0 — | 3.1 — | 3.2 — | 3.4 — | 3.5 — | 3.6 — | 34.6 |
| Agent Brief | 1.1 — | 1.1 — | 1.3 — | 1.3 — | 1.4 — | 1.5 — | 1.5 — | 1.6 — | 1.6 — | 1.7 — | 1.7 — | 1.8 — | 17.6 |
| Cloud Ledger | 0.4 — | 0.5 — | 0.5 — | 0.5 — | 0.5 — | 0.6 — | 0.6 — | 0.6 — | 0.6 — | 0.6 — | 0.7 — | 0.7 — | 6.7 |
Top line in each cell: baseline. Bottom line: actual (variance). Green ahead of plan, red behind.
Pipeline
lead2
[Northwind]
Harborview Vet: intake automation
$6,0005d open
[Growth Desk]
Tidepool CRM: sponsored article
$1,2003d open
meeting2
[Brightline]
Cobalt Fitness: phase 2
$14,0003d open
[Harbor]
Brightwave Audio: Q1 sponsor
$3,0002d open
proposal2
[Brightline]
Maple Row Bakery: online ordering
$9,5006d open
[Northwind]
Larkspur Legal: assistant pilot
$12,00015d open
won2
[Signal]
Juniper Labs: AI visibility audit
$4,500
[Agent Brief]
Northstar Data: newsletter sponsor
$1,800
lost1
[Brightline]
Granite Peak Realty: site refresh
$7,000
Grants
Counts only5
Letters signed
3
Under review
0
Selected
Paid intros · last 90 days
$180
Cost per intro meeting
1 of 4
Meetings that became clients