Deal Pipeline

Zoho Bigin — Live Dashboard (drag cards to advance stages)

Pipeline

Deals

34%

Conversion

22d

Avg Close

Reference

Mandate

Amount

Days in Stage

Relationship Manager

Document Checklist

Certified ID (directors)

Audited financials (3yr)

Management accounts (6mo)

Property valuation (pending)

Directors resolution (outstanding)

Activity Log

Application received · 15 Jan

Docs requested · 17 Jan

3yr financials received · 22 Jan

Credit committee scheduled · 20 Feb

Notes