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Sales
Pipeline

Track. Forecast. Convert. Grow.

Home/Platform/Sales Pipeline

01·Platform / Sales Pipeline

Turn Opportunities Into
Predictable Revenue.

TedOps AI helps you track every opportunity from first enquiry to won work, forecast revenue, automate follow-up and keep sales and operations aligned in one place.

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TEDOpsAI

Search opportunities, customers or ref...New Opportunity

Total Opportunities

248

+24% this month

Forecast Revenue

£142,800

+18% this month

Avg. Sales Cycle

28 days

-12% vs. last month

Win Rate

36%

+8% vs. last month

New (42)

£318,000

Greenfield Properties

Commercial HVAC

£24,000GP

Riverside Offices

Office fit-out

£18,500RO

Maple Homes Ltd

Boiler replacement

£12,000MH

Qualified (36)

£276,000

Crestview School

Site maintenance

£36,000CS

Harper Group

Facilities mgmt

£22,000HG

Oakridge Care

Planned works

£18,000OC

Quote Sent (28)

£164,500

Westbrook Retail

HVAC upgrade

£28,000WR

Linden Estates

Plumbing works

£16,500LE

City Council

Reactive maint.

£32,000CC

Negotiation (18)

£142,800

Riverside Offices

Office refurb

£52,000RO

Brighton Hospital

HVAC upgrade

£48,000BH

Talbot Homes

Maintenance

£42,800TH

Won (24)

£320,600

Hillside School

Boiler replacement

£36,000HS

Westfield Retail

Service contract

£28,000WR

Park View Care

Planned maint.

£24,500PV
02· The Challenge

The cost of an
inconsistent pipeline.

Leads go cold

Enquiries aren't followed up in time, leading to lost opportunities.

Poor follow-up and communication

Important prospects slip through the cracks due to manual tracking.

No visibility into stage progression

It's hard to see where opportunities stand or what needs attention.

Unreliable forecasting

Inconsistent data makes it difficult to predict future revenue.

Sales handover gaps

Won deals aren't always passed to operations smoothly.

Opportunities fall through the cracks

Without a clear process, valuable opportunities get missed.

Clearer pipeline visibility

See exactly where every opportunity stands in real time.

Faster follow-up

Automate reminders and next actions to keep conversations moving.

Better forecasting

Predict future revenue with accurate, up-to-date pipeline data.

Stronger sales-to-operations handover

Convert won deals into jobs with all the right details.

Built for service businesses

Designed around real-world field service and maintenance sales cycles.

03· How It Works

How TedOps keeps
deals moving.

1

Capture Opportunity

Log enquiries from web forms, calls, emails and walk-ins.

2

Qualify & Progress

Track conversations, activities and move deals through stages.

3

Quote & Follow Up

Create and send quotes, automate follow-ups and track engagement.

4

Win & Hand Over

Close the deal and convert it into a job with all customer details.

TEDOpsAI

Opportunity Details

OPP-1042Negotiation

Riverside Offices

Office Refurbishment
£52,000 · Est. Close 30 Apr 2025

DetailsActivityQuotesFiles

Stage

Negotiation

Probability

70%

Est. Revenue

£52,000

Est. Close Date

30 Apr 2025

Owner

JC

James Carter

Move to Won

See TedOps in action.

Discover how our Sales Pipeline tools help you track opportunities, forecast revenue and win more work for a more profitable business.

04· Built for Every Team

Pipeline visibility for every team.
Sales. Admin. Operations. Finance.

Lead capture

Capture opportunities from web forms, calls and emails.

Stage management

Track and move opportunities through custom stages.

Quote tracking

Create, send and track quotes directly from the platform.

Customer records

Keep all customer details, communications and history in one place.

Revenue forecasting

Forecast future revenue with real-time pipeline data.

Follow-up reminders

Automate tasks and get AI suggested next actions.

Team assignment

Route opportunities to the right person or team.

Handover to jobs

Convert won opportunities into jobs with all details.

05· Security & Trust

Operational control you can trust.

Role-based access

Control who can view and manage pipeline data.

Secure data handling

Encrypted data and secure cloud infrastructure.

Tenant isolation

Keep your data isolated and protected.

Audit trail

Track all activity, changes and access history.

06· Ready to grow?

Build a healthier pipeline.
Win more work.

Use TedOps AI to track opportunities, streamline your sales process and create a predictable path from enquiries to revenue.

TEDOpsAI

Sales Pipeline Overview

Last 30 days

248

Total Opportunities +24%

£142,800

Forecast Revenue +18%

36%

Win Rate +8%

28 days

Avg. Sales Cycle -12%

Opportunities by Stage

New42
Qualified36
Quote Sent28
Negotiation18
Won24

Revenue Forecast

JanMarJun

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