Pipeline: a Salesforce org seeded with synthetic but realistic ABA-clinic accounts (90 accounts) → an LLM reads each Account ↔ Opportunity graph → the verdicts below. No real customer data. Every number on the dashboard traces back to a record like these; the same rows are queryable at the live API and in the public code.
Pebble Creek Therapy Group
Salesforce record · what the AI read
OpportunityPebble Annual Renewal
StageNegotiation
Amount$220,000
Win probability50%
Days in stage55
Close date2026-06-10
AI verdict · what it concluded
At risk?Yes
Risk levelCRITICAL
Confidence87%
Revenue at risk$93,500
Why: 55 days in Negotiation stage; typical Negotiation cycles for renewal deals average 14-21 days, making this 2.5-4x overdue for advancement.
Suggested next step: Immediately reach out to Founder/CEO David Romero (last touched ~90 days ago) by phone to acknowledge the budget freeze, propose a creative path forward (e.g., phased payment, delayed start, or partial renewal), and secure an explicit decision before the 2026-06-10 close date.
Lighthouse Spectrum Care
Salesforce record · what the AI read
OpportunityLighthouse Annual Renewal
StageProposal
Amount$220,000
Win probability50%
Days in stage65
Close date2026-06-02
AI verdict · what it concluded
At risk?Yes
Risk levelCRITICAL
Confidence87%
Revenue at risk$93,500
Why: 65 days in Proposal stage; typical Proposal stages rarely exceed 20-30 days without advancement, indicating severe stagnation.
Suggested next step: Immediately schedule a multi-stakeholder call with Rachel Mahmoud (Director of Operations) and Grace Yamamoto (Controller) to acknowledge the Q3 budget freeze, present a phased payment or delayed-start contract option, and re-establish a firm decision timeline before the 2026-06-02 close date.
Birchwood Behavioral Partners
Salesforce record · what the AI read
OpportunityBirchwood Annual Renewal
StageNegotiation
Amount$150,000
Win probability40%
Days in stage63
Close date2026-06-19
AI verdict · what it concluded
At risk?Yes
Risk levelCRITICAL
Confidence91%
Revenue at risk$76,500
Why: 63 days in Negotiation stage; typical Negotiation durations for renewals of this size are well under 30 days, making this more than 2x overdue for advancement.
Suggested next step: Immediately schedule an executive-level call with Yuki Murphy (Director of Finance) and Sarah Adler (Director of Operations) to directly address the Q3 budget freeze, explore whether payment terms or a phased renewal structure can unblock the deal, and establish a clear mutual action plan before the 2026-06-19 close date.
Pinecrest Autism Services
Salesforce record · what the AI read
OpportunityPinecrest Platform Upgrade
StageQualification
Amount$310,000
Win probability30%
Days in stage18
Close date2026-07-30
AI verdict · what it concluded
At risk?Yes
Risk levelMODERATE
Confidence72%
Revenue at risk$65,100
Why: Opportunity has been in Qualification stage for 18 days; while not yet excessive, Qualification is typically a fast-moving discovery stage and no stage advancement has occurred despite positive signals from the 2026-05-14 champion check-in.
Suggested next step: Reach out to Liam Patel (champion) this week to set a specific date for IT feedback on the spec doc and agree on mutually defined next steps needed to move into Technical Evaluation, then loop in Maria Patil to remove any operational blockers.
Zephyr ABA Collaborative
Salesforce record · what the AI read
OpportunityZephyr Annual Renewal
StageClosed Won
Amount$175,000
Win probability100%
Days in stage0
Close date2026-05-05
AI verdict · what it concluded
At risk?No
Risk levelLOW
Confidence0%
Revenue at risk$0
Why:
Suggested next step:
Zephyr ABA Collaborative
Salesforce record · what the AI read
OpportunityZephyr Reporting Add-on
StageNeeds Analysis
Amount$78,000
Win probability30%
Days in stage6
Close date2026-08-05
AI verdict · what it concluded
At risk?No
Risk levelLOW
Confidence82%
Revenue at risk$0
Why: Only 6 days in Needs Analysis stage, which is well within a normal early-stage window.
Suggested next step: Schedule a follow-up call with Alex Singh within the next 5 business days to confirm review of the requirements summary and advance to the Proposal stage.