Workspace / Overview
OC
Tuesday, March 25, 2025 · NORTHSTAR WORKSPACE

Good morning, Olivia ✦

Here’s what’s happening across your customer relationships.

Log an interaction
Organizations
248↗ +12.8% this month
Active contacts
1,426↗ +8.4% this month
Open opportunities
$684k↗ +18.2% this month
Interactions this week
86↗ 12 more than last week

Pipeline overview

Explore pipeline
Open pipeline$684,500
Weighted forecast$392,200
Mar 1Mar 5Mar 10Mar 15Mar 20Mar 25

Recent activity

View all

Quarterly business review completedSofia Ramirez · Meridian Health Group · 10:30 AM

Enterprise platform proposal sentOlivia Chen · Meridian Health Group · 9:15 AM

Renewal discussion scheduledMarcus Reed · Pine & Co. · Yesterday

Product introduction completedDavid Kim · Juniper Financial · Yesterday

Organizations to know

View all
OrganizationIndustryOwnerAnnual value
Meridian Health GroupHealthcareOlivia Chen$284,000
Pine & Co.Professional servicesMarcus Reed$192,500
Aster LabsTechnologyOlivia Chen$168,000
Juniper FinancialFinancial servicesDavid Kim$126,000