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Opportunity·Deal Intelligence
Tidewater Markets — Deal Intelligence Platform
AE: Riley Donovan · SE: Morgan Iyer
ForecastPOV · Moderate
- Prospecting
- Qualification
- Solution Fit
- Proposal
- Negotiation
- Commit
- Closed Won
Risks
At risk5 active- POV blockerSE bandwidth bottleneck — POV deliverables slipping internally.
- POV blockerCustomer distress signals on the account (negative news / sentiment).
- Overdue commitmentRFP · Zoe Flores waiting
- Customer distress
- POV at moderate riskTrending off-plan; one or more criteria unverified.
POVModerate· 2/3 verified0d left
Success criteria · 2/3 verified
- Agentic UI surfaces a next-best-action on 80%+ of open opportunities within first 24h
- Forecast Agent rollup accuracy within ±5% vs. manager-submitted forecast
- Time-to-summary on call recordings under 60s end-to-end
Blockers
- SE bandwidth bottleneck — POV deliverables slipping internally.
- Customer distress signals on the account (negative news / sentiment).
Recent activity
30 items- Tue 7:11 AM · in 23dTidewater Markets POV working session· POV Working Session · scheduled
- Tue 9:56 AM · in 16dTidewater Markets POV — weekly sync· POV Checkin · scheduled
- Mon 11:41 AM · in 8dExec readout — Tidewater Markets· Executive Briefing · scheduled
- Tue 7:11 AM · in 2dTidewater Markets POV working session· POV Working Session · scheduled
- Tue 3:56 AM · in 2dTidewater Markets — CRO briefing· Executive Briefing · scheduled
- Sat 9:11 AM · 21h ago#deal-tidewater-markets-deal-intelligence-platform· Riley Donovan
RFP for Tidewater Markets is due Friday. Morgan Iyer blocking calendar this week to get it done.
- Wed 9:41 AM · 4d ago#tidewater-markets-nexora· Henry Romero
Thanks for the great session today. The team is excited.
- Wed 6:11 AM · 4d agoInternal — Tidewater Markets deal sync· Internal Sync · completed
Reviewed open commitments, calendar density, and whether to push or pull the close date. Internal-only sync between Riley Donovan, Morgan Iyer, and management to align on next steps and risks for Tidewater Markets.
- Tue 3:41 AM · 5d ago#deal-tidewater-markets-deal-intelligence-platform· Riley Donovan
Heads up — Tidewater Markets pushed back hard on pricing today. Working with deal desk on a ramp.
- Tue 3:11 AM · 5d ago#tidewater-markets-nexora· Morgan Iyer
Quick one: which seats do you want provisioned first? Reps or RevOps?
- Mon 7:11 AM · 6d agoRe: Re: Tidewater Markets — next steps· from henry.romero@tidewatermarkets.com
Riley Donovan — thanks. Will review and come back with feedback by Friday. — Henry Romero
- Mon 3:11 AM · 6d ago#deal-tidewater-markets-deal-intelligence-platform· Morgan Iyer
Henry Romero just sent over a 40-question security addendum. Looping in our team.