Rhombus · Sales Engineering Command Center

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Sales Engineering Command Center

Enterprise SE view · 2 Account Executives · live from Salesforce

As of 2026-06-17
Auto-refresh: hourly

Pipeline Summary across 2 AEs · 221 open opps

Total Pipeline

$4.76M

221 open

Commit

$59k

forecast: commit

Best Case

$1.19M

forecast: best case

Closed Won

$3.33M

665 deals · since Jul 1

Avg Deal Size

$21,523

open pipeline

Coverage Ratio

1.4×

pipeline ÷ FYTD bookings

Fcst Attainment

98%

booked ÷ (booked+commit)

Opportunity Health

 Healthy 87
 Needs Attention 87
 High Risk 47

Competitive Landscape opps mentioning each competitor

Pipeline by Account Executive

Open Pipeline by Stage

Expansion Opportunity Summary existing customers in open pipeline

Existing Customers

Missing Access Control

Missing Cameras

Missing Sensors

Est. Expansion ARR

$117k

modeled

Competitive Threat Heat Map named competitor × AE

	Clark	Natalie
Verkada	9	6
Avigilon	1
Genetec
Milestone
Coram
Axis	1

Active Trials — by start month

5 active trials in flight

🤖 Recommended Actions ranked by est. revenue impact

1 ⚔ Competitive risk (Verkada) at Doehler North America — $65,586 $66k
2 ⚠ Re-engage Atlas Roofing — $86,850 at risk · No activity logged $87k
3 ⚠ Re-engage Doehler North America — $65,586 at risk · Inactive 301d $66k
4 ⚠ Re-engage Aids Healthcare Foundation — $51,858 at risk · Inactive 119d $52k
5 ⚔ Competitive risk (Verkada) at PT Solutions Physical Therapy — $38,056 $38k
6 ⚔ Competitive risk (Verkada) at Universal Corporation — $37,453 $37k
7 ⚠ Re-engage ConAm — $44,900 at risk · No activity logged $45k
8 ⚠ Re-engage Universal Corporation — $37,453 at risk · No activity logged $37k
9 ⚔ Competitive risk (Axis) at US Steel — $25,000 $25k
10 ⚠ Re-engage US Steel — $25,000 at risk · Inactive 103d $25k
11 ⚠ Re-engage Wellington Regional Medical Center — $28,982 at risk · Inactive 394d $29k
12 ⚔ Competitive risk (Verkada) at H&R Block — $18,442 $18k
13 ↗ Expansion at Stulz USA — est. $15k/yr (Access Control, IoT Sensors, Alarm Monitoring) $15k
14 ⚔ Competitive risk (Verkada) at Suffolk Construction — $15,936 $16k
15 ⚠ Re-engage Star Holdings — $19,838 at risk · No activity logged $20k

SE Intervention Leaderboard where technical involvement can move revenue

Opportunity	Account	Stage	Revenue	SE Score	SE Impact
Omnicell Inc.- 1500 - 1 yr PRO	Omnicell Inc.	Discovery	$916,440	72	High
Stulz USA- TX New Build	Stulz USA	Decision	$366,849	72	High
Solivita Club-Paloma DEAL REG	Castle Group	Decision	$161,782	65	High
GNC-	GNC	Discovery	$160,000	60	High
Lendmark Financial Services-with Honeywell	Lendmark Financial Services	Discovery	$75,000	60	High
Atlas Roofing - SUV Plant Franklin OH	Atlas Roofing	Review (Validation)	$86,850	54	Medium
Lapp USA- Florham Park, NJ	Lapp USA	Decision	$76,348	54	Medium
Mainfreight Americas - N500 - licenses - cloud option	Mainfreight Americas	Research (Education)	$162,995	49	Medium
Aids Healthcare Foundation - 30 day cloud storage - 3 yr	Aids Healthcare Foundation	Decision	$128,880	49	Medium
Our Home- NC 2 location	Our Home	Discovery	$78,447	49	Medium
Builders First Source-	Builders First Source	Discovery	$10,000	48	Medium
ADS-Buford, GA location	ADS	Review (Validation)	$6,201	48	Medium
Doehler, USA.- Carter Phase 2 cams	Doehler North America	Decision	$65,586	47	Medium
RDO Equipment-	RDO Equipment	Discovery	$43,180	47	Medium
PT Solutions Physical Therapy- RFQ	PT Solutions Physical Therapy	Review (Validation)	$38,056	47	Medium

White Space Analysis large existing deployments with product gaps · sorted by priority

Customer	AE	Cameras	Doors	Lifetime Spend	Gaps	Est. Potential	Priority
Stulz USA	Clark Silva	200	—	$600,442	Access Control IoT Sensors Alarm Monitoring	$15k	86
The Odom Corporation	Natalie Cassinelli	100	—	$520,055	Access Control IoT Sensors Alarm Monitoring	$8k	81
Atlas Roofing	Clark Silva	50	—	$789,830	Access Control IoT Sensors Alarm Monitoring	$4k	79
Universal Corporation	Clark Silva	50	—	$118,901	Access Control IoT Sensors Alarm Monitoring	$4k	79
Doehler North America	Clark Silva	33	—	$180,264	Access Control IoT Sensors Alarm Monitoring	$3k	78
Our Home	Clark Silva	16	—	$121,712	Access Control IoT Sensors Alarm Monitoring	$2k	77
ROCA Tile USA	Clark Silva	16	—	$106,518	Access Control IoT Sensors Alarm Monitoring	$2k	77
First Watch	Clark Silva	—	—	$665,649	Access Control IoT Sensors Alarm Monitoring	$2k	76
Brookfield Properties	Clark Silva	—	—	$212,587	Access Control IoT Sensors Alarm Monitoring	$2k	76
Reliance Worldwide Corp	Clark Silva	—	—	$208,944	Access Control IoT Sensors Alarm Monitoring	$2k	76
Creative Foam	Clark Silva	—	—	$135,740	Access Control IoT Sensors Alarm Monitoring	$2k	76
Mainfreight Americas	Natalie Cassinelli	—	—	$863,382	Access Control IoT Sensors Alarm Monitoring	$2k	76
Aids Healthcare Foundation	Natalie Cassinelli	—	—	$1,334,879	Access Control IoT Sensors Alarm Monitoring	$2k	76
Middleby	Natalie Cassinelli	—	—	$141,996	Access Control IoT Sensors Alarm Monitoring	$2k	76
Natera	Natalie Cassinelli	—	—	$376,772	Access Control IoT Sensors Alarm Monitoring	$2k	76
Trinet	Natalie Cassinelli	—	—	$108,229	Access Control IoT Sensors Alarm Monitoring	$2k	76
Telecare	Natalie Cassinelli	—	—	$153,799	Access Control IoT Sensors Alarm Monitoring	$2k	76
YMCA of Greater Indianapolis	Natalie Cassinelli	—	—	$429,777	Access Control IoT Sensors Alarm Monitoring	$2k	76
Blackhawk Networks	Natalie Cassinelli	—	—	$336,090	Access Control IoT Sensors Alarm Monitoring	$2k	76
OneMain Holdings	Natalie Cassinelli	—	—	$2,135,469	Access Control IoT Sensors Alarm Monitoring	$2k	76

Clark Silva 88 open opps · 1 trials · 19 expansion plays

Total Pipeline

$2.06M

88 open

Closed Won

$1.44M

215 deals

Commit

$55k

Best Case

$978k

Active Trials

At-Risk Opps

high risk

Pipeline by Stage

Opportunity Health

 Healthy 42
 Needs Attn 29
 High Risk 17

⚠ Opportunity Risk Table top 25 by risk score

Opportunity	Account	Stage	Amount	Close	Risk	Risk Drivers	Last Activity
Reedley - Qty (1) R500 Return	Genesee & Wyoming	Decision	$-974	2024-04-26 · 782d late	98	No activity logged · Close date 782d overdue	796d
Return - Our Home - NC Loction Expand	Our Home	Research (Education)	$-3,009	2025-01-04 · 529d late	98	No activity logged · Close date 529d overdue	530d
Return - Jabil Trail - Quality project	Jabil	Discovery	$0	2025-07-13 · 339d late	88	No activity logged · Close date 339d overdue	369d
Return - Trial - Refresco - Corp Standard decsion	Refresco	Processing	$0	2025-06-03 · 379d late	88	No activity logged · Close date 379d overdue	379d
ROCA Tile USA - Warranty Return	ROCA Tile USA	Procurement	$0	2026-03-16 · 93d late	88	No activity logged · Close date 93d overdue	93d
Return - RWC Expansion - Merrell request	Reliance Worldwide Corp	Processing	$-237	2025-08-20 · 301d late	88	No activity logged · Close date 301d overdue	302d
Return - RWC Expansion - Merrell request	Reliance Worldwide Corp	Processing	$-297	2025-08-20 · 301d late	88	No activity logged · Close date 301d overdue	308d
Athens - Return Ceiling mounts	Creative Foam	Decision	$-569	2023-09-29 · 992d late	88	No activity logged · Close date 992d overdue	—
Return - Trial - Mitsubishi Heavy Industries Compressor Corporation (MCO)	Mitsubishi Heavy Industries Compressor Corporation (MCO)	Processing	$0	2026-04-17 · 61d late	74	Inactive 61d · Close date 61d overdue	61d
Doehler, USA.- Carter Phase 2 cams	Doehler North America	Decision	$65,586	2026-09-30	70	Inactive 301d · No stage movement 567d	301d
Universal Corp -A_2026 budget 1	Universal Corporation	Research (Education)	$37,453	2026-12-31	70	No activity logged · No stage movement 196d	196d
US Steel - Gary Works location	US Steel	Discovery	$25,000	2026-08-31	70	Inactive 103d · No stage movement 103d	103d
Universal Corp -B 2026 budget 2	Universal Corporation	Research (Education)	$7,248	2026-09-30	70	No activity logged · No stage movement 196d	196d
Atlas Roofing - SUV Plant Franklin OH	Atlas Roofing	Review (Validation)	$86,850	2027-01-29	60	No activity logged · No stage movement 183d	183d
Wellington Regional Medical Main Building Addition - (21)R400, (2)R200, ENT	Wellington Regional Medical Center	Decision	$28,982	2026-10-30	60	Inactive 394d · No stage movement 226d	394d
Suffolk Construction- Future Parking Expan - Budget	Suffolk Construction	Decision	$15,936	2026-07-31	60	Inactive 285d · No stage movement 295d	285d
UTZ Quality Foods-Roof Application	Utz Quality Foods	Decision	$1,607	2026-10-30	60	Inactive 177d · No stage movement 362d	177d
Optimum-HQ discussions	Optimum	Interest	$50,000	2026-12-31	54	Inactive 63d · No stage movement 132d	63d
Solivita Club-Paloma DEAL REG	Castle Group	Decision	$161,782	2026-07-24	52	No activity logged · No stage movement 114d	357d
Our Home- NC 2 location	Our Home	Discovery	$78,447	2026-11-30	52	No activity logged · No stage movement 231d	231d
Wellington Regional New Construction - (12) R400, (5) R200, (4) R500, (3) R510	Wellington Regional Medical Center	Decision	$35,248	2026-10-30	52	No activity logged · No stage movement 135d	384d
Kraft- Heinz-	Kraft- Heinz	Research (Education)	$35,000	2026-10-30	52	Inactive 153d · No stage movement 96d	153d
Roca Tile USA- Hayward, CA Distro Center	ROCA Tile USA	Decision	$18,596	2026-10-30	52	No activity logged · No stage movement 412d	412d
Roca Tile USA- Miami phase 2 -	ROCA Tile USA	Decision	$17,638	2026-10-16	52	No activity logged · No stage movement 412d	412d
Dohler- Othello, WA	Doehler North America	Research (Education)	$16,382	2026-12-31	52	Inactive 107d · No stage movement 350d	107d

⏱ Trial Health

Account	Opportunity	Start	Days Left	Admin Logins^*	Active Users^*	Alerts^*	Health	Recommended Action
Jabil	Return - Jabil Trail - Quality project	—	—	—	—	—	Needs Attn	Competitive displacement plan

^* Admin logins / active users / alerts configured come from the Rhombus Console product telemetry, not Salesforce — shown for layout and ready to wire to a Console export. Health is scored from Salesforce signals (days remaining, returned flag, activity, competitor, champion).

↗ Expansion Opportunities

Customer	Cameras	Doors	Lifetime Spend	Gaps / Recommended Products	Est. Expansion ARR
ADS	7000	—	—	IoT Sensors Alarm Monitoring	$210k
Lendmark Financial Services	1000	—	—	Access Control IoT Sensors Alarm Monitoring	$74k
Groundworks	1000	—	—	IoT Sensors Alarm Monitoring	$30k
GNC	300	—	—	Access Control IoT Sensors Alarm Monitoring	$22k
Stulz USA	200	—	$600,442	Access Control IoT Sensors Alarm Monitoring	$15k
Kraft- Heinz	175	—	—	Access Control IoT Sensors Alarm Monitoring	$13k
GFL Environmental	100	—	—	Access Control IoT Sensors Alarm Monitoring	$8k
Marriott	100	—	—	Access Control IoT Sensors Alarm Monitoring	$8k
Castle Group	150	—	$12,297	IoT Sensors Alarm Monitoring	$5k
Atlas Roofing	50	—	$789,830	Access Control IoT Sensors Alarm Monitoring	$4k
Caddell Construction	50	—	—	Access Control IoT Sensors Alarm Monitoring	$4k
Universal Corporation	50	—	$118,901	Access Control IoT Sensors Alarm Monitoring	$4k
LANCASTER LEAF TOBACCO	50	—	—	Access Control IoT Sensors Alarm Monitoring	$4k
Doehler North America	33	—	$180,264	Access Control IoT Sensors Alarm Monitoring	$3k
Our Home	16	—	$121,712	Access Control IoT Sensors Alarm Monitoring	$2k
Lapp USA	—	—	—	Access Control IoT Sensors Alarm Monitoring	$2k
Optimum	—	—	—	Access Control IoT Sensors Alarm Monitoring	$2k
PT Solutions Physical Therapy	—	—	—	Access Control IoT Sensors Alarm Monitoring	$2k
First Watch	—	—	$665,649	Access Control IoT Sensors Alarm Monitoring	$2k
US Steel	—	—	—	Access Control IoT Sensors Alarm Monitoring	$2k

⚔ Competitive Threats

Opportunity	Account	Competitor(s)	Stage	Deal Size	Last Activity
Atlas Roofing - SUV Plant Franklin OH	Atlas Roofing	Unknown	Review (Validation)	$86,850	183d
Lapp USA- Florham Park, NJ	Lapp USA	Other	Decision	$76,348	0d
Doehler, USA.- Carter Phase 2 cams	Doehler North America	Verkada	Decision	$65,586	301d
Optimum-HQ discussions	Optimum	Unknown	Interest	$50,000	63d
PT Solutions Physical Therapy- RFQ	PT Solutions Physical Therapy	Verkada	Review (Validation)	$38,056	9d
Universal Corp -A_2026 budget 1	Universal Corporation	Verkada	Research (Education)	$37,453	196d
Wellington Regional Medical Main Building Addition - (21)R400, (2)R200, ENT	Wellington Regional Medical Center	None	Decision	$28,982	394d
US Steel - Gary Works location	US Steel	Axis	Discovery	$25,000	103d
CertainTeed- FLA location	CertainTeed	Unknown	Review (Validation)	$21,410	14d
H&R Block-	H&R Block	Verkada	Procurement	$18,442	0d
Suffolk Construction- Future Parking Expan - Budget	Suffolk Construction	Verkada	Decision	$15,936	285d
Altar'D State- 1st store	Altar'd State	Consumer-grade (e.g., Wyze, Nest)	Discovery	$10,000	11d
Post Glover - for Pittsburgh, PA	Post Glover	Verkada Avigilon	Discovery	$9,471	7d
Universal Corp -B 2026 budget 2	Universal Corporation	Verkada	Research (Education)	$7,248	196d
ADS-Buford, GA location	ADS	Other	Review (Validation)	$6,201	58d
UGI Corp.- amerigas locations	UGI Corp.	Other	Interest	$3,847	29d
Tarian Group- - Callege Park, GA office	Tarian Group	Unknown	Discovery	$2,000	27d
UTZ Quality Foods-Roof Application	Utz Quality Foods	None	Decision	$1,607	177d
Universal Corp LANCASTER LEAF TOBACCO- 2 R200	Universal Corporation	Other	Procurement	$1,558	54d
Americas Office Source- Altimore, FL location	America's Office Source	Other	Discovery	$1,500	5d
Helena - Agri Enterprises- basic interest	Helena - Agri Enterprises	Other	Discovery	$1,000	56d
The Ritz Carlton Residence Miami Beach-	The Ritz Carlton Residence Miami Beach	Other	Discovery	$1,000	7d
Marksman-AZ location	Marksman Security Corporation	Unknown	Discovery	$1,000	15d
Carr, Riggs & Ingram- Tallahassee, FL	Carr Riggs and Ingram	None	Review (Validation)	$869	0d
Return - Jabil Trail - Quality project	Jabil	None	Discovery	$0	369d
Return - Trial - Refresco - Corp Standard decsion	Refresco	Meraki	Processing	$0	379d
Return - Trial - Mitsubishi Heavy Industries Compressor Corporation (MCO)	Mitsubishi Heavy Industries Compressor Corporation (MCO)	None	Processing	$0	61d
ROCA Tile USA - Warranty Return	ROCA Tile USA	N/A	Procurement	$0	93d
Return - RWC Expansion - Merrell request	Reliance Worldwide Corp	None	Processing	$-237	302d
Return - RWC Expansion - Merrell request	Reliance Worldwide Corp	None	Processing	$-297	308d
Athens - Return Ceiling mounts	Creative Foam	None	Decision	$-569	—
Return - MITSUBISHI HEAVY INDUSTRIES- Add cams	Mitsubishi Heavy Industries Compressor Corporation (MCO)	None	Discovery	$-749	6d
Reedley - Qty (1) R500 Return	Genesee & Wyoming	Verkada Other	Decision	$-974	796d
Return - Our Home - NC Loction Expand	Our Home	Verkada Eagle Eye Spot AI	Research (Education)	$-3,009	530d

SE Intervention Score

Opportunity	Account	Stage	Revenue	SE Score	SE Impact
Stulz USA- TX New Build	Stulz USA	Decision	$366,849	72	High
Solivita Club-Paloma DEAL REG	Castle Group	Decision	$161,782	65	High
GNC-	GNC	Discovery	$160,000	60	High
Lendmark Financial Services-with Honeywell	Lendmark Financial Services	Discovery	$75,000	60	High
Atlas Roofing - SUV Plant Franklin OH	Atlas Roofing	Review (Validation)	$86,850	54	Medium
Lapp USA- Florham Park, NJ	Lapp USA	Decision	$76,348	54	Medium
Our Home- NC 2 location	Our Home	Discovery	$78,447	49	Medium
ADS-Buford, GA location	ADS	Review (Validation)	$6,201	48	Medium
Doehler, USA.- Carter Phase 2 cams	Doehler North America	Decision	$65,586	47	Medium
PT Solutions Physical Therapy- RFQ	PT Solutions Physical Therapy	Review (Validation)	$38,056	47	Medium
Universal Corp -A_2026 budget 1	Universal Corporation	Research (Education)	$37,453	47	Medium
Kraft- Heinz-	Kraft- Heinz	Research (Education)	$35,000	47	Medium
Wellington Regional Medical Main Building Addition - (21)R400, (2)R200, ENT	Wellington Regional Medical Center	Decision	$28,982	47	Medium
US Steel - Gary Works location	US Steel	Discovery	$25,000	47	Medium
Groundworks-HQ with CISO	Groundworks	Discovery	$5,000	43	Medium

🤖 Recommended Actions for Clark

1 ⚔ Competitive risk (Verkada) at Doehler North America — $65,586 $66k
2 ⚠ Re-engage Atlas Roofing — $86,850 at risk · No activity logged $87k
3 ⚠ Re-engage Doehler North America — $65,586 at risk · Inactive 301d $66k
4 ⚔ Competitive risk (Verkada) at PT Solutions Physical Therapy — $38,056 $38k
5 ⚔ Competitive risk (Verkada) at Universal Corporation — $37,453 $37k
6 ⚠ Re-engage Universal Corporation — $37,453 at risk · No activity logged $37k
7 ⚔ Competitive risk (Axis) at US Steel — $25,000 $25k
8 ⚠ Re-engage US Steel — $25,000 at risk · Inactive 103d $25k
9 ⚠ Re-engage Wellington Regional Medical Center — $28,982 at risk · Inactive 394d $29k
10 ⚔ Competitive risk (Verkada) at H&R Block — $18,442 $18k

Natalie Cassinelli 133 open opps · 4 trials · 28 expansion plays

Total Pipeline

$2.70M

133 open

Closed Won

$1.89M

450 deals

Commit

$5k

Best Case

$217k

Active Trials

At-Risk Opps

high risk

Pipeline by Stage

Opportunity Health

 Healthy 45
 Needs Attn 58
 High Risk 30

⚠ Opportunity Risk Table top 25 by risk score

Opportunity	Account	Stage	Amount	Close	Risk	Risk Drivers	Last Activity
AC door controller	Sportsmans Warehouse	Discovery	$5,000	2024-09-30 · 625d late	88	No activity logged · Close date 625d overdue	765d
Trial - Cadence Design Systems	Cadence Design Systems	New	$0	2026-02-14 · 123d late	88	Inactive 133d · Close date 123d overdue	133d
JR Simplot Company -R400 (3) (no licenses replacement cameras)	JR Simplot Company	Interest	$1,842	2026-05-20 · 28d late	80	No activity logged · Close date 28d overdue	97d
Return - Trial - Stanford Hotels Corp.-	Stanford Hotels Corp.	Processing	$0	2026-04-14 · 64d late	80	No activity logged · Close date 64d overdue	100d
Return - Trial - Stanford Hotels Corp - POC	Stanford Hotels Corp.	Processing	$0	2026-04-14 · 64d late	80	No activity logged · Close date 64d overdue	100d
RPM Living-	RPM Living	Discovery	$5,000	2026-06-25	72	Inactive 154d · Close <2wk, still Discovery	154d
ITW Global Brands-	ITW Global Brands	Discovery	$2,500	2026-06-18	72	Inactive 251d · Close <2wk, still Discovery	251d
The Odom Corporation - Kona	The Odom Corporation	Decision	$14,063	2026-09-17	70	Inactive 140d · No stage movement 134d	140d
The Odom Corporation - Hilo - licenses	The Odom Corporation	Discovery	$13,649	2026-08-14	70	No activity logged · No stage movement 408d	408d
Alsco-	Alsco Uniforms	Discovery	$5,000	2026-07-23	70	Inactive 98d · No stage movement 96d	98d
Armstrong International - R200 (6) - 1 yr ENT	Armstrong International	Discovery	$2,335	2026-07-16	70	Inactive 99d · No stage movement 99d	99d
Stryker - Neurovascular Fremont - R410 (8) - 5 yr ENT	Stryker	Interest	$9,231	2026-06-15 · 2d late	68	No activity logged · Close date 2d overdue	145d
Aids Health Foundation -new site	Aids Healthcare Foundation	Interest	$51,858	2026-06-19	64	Inactive 119d · Close <2wk, still Interest	119d
ConAm - The Parks at Figarden	ConAm	Interest	$44,900	2026-06-26	64	No activity logged · Close <2wk, still Interest	292d
Star Holdings - AC - 21 doors	Star Holdings	Interest	$19,838	2026-06-19	64	No activity logged · Close <2wk, still Interest	104d
The Odom Corporation - Kona - Licenses	The Odom Corporation	Discovery	$13,748	2026-06-18	64	No activity logged · Close <2wk, still Discovery	551d
Aids Health Foundation - n100 (3) - 3 yr ENT	Aids Healthcare Foundation	Interest	$11,202	2026-06-19	64	No activity logged · Close <2wk, still Interest	147d
Aids Healthcare Foundation - n100	Aids Healthcare Foundation	Interest	$7,622	2026-06-18	64	No activity logged · Close <2wk, still Interest	126d
Watco - train analytics	Watco	Interest	$5,325	2026-06-24	64	Inactive 106d · Close <2wk, still Interest	106d
Simplot - Rolling Forks-	JR Simplot Company	Discovery	$5,201	2026-06-19	64	No activity logged · Close <2wk, still Discovery	104d
Watco - R520 (1) - A100 (1) - 1 yr ENT	Watco	Interest	$3,486	2026-06-17	64	Inactive 99d · Close <2wk, still Interest	99d
Prologis-	Prologis	Discovery	$2,726	2026-06-18	64	No activity logged · Close <2wk, still Discovery	107d
Stryker-R360S (2) - 5 yr ENT	Stryker	Discovery	$2,630	2026-06-18	64	No activity logged · Close <2wk, still Discovery	105d
Simplot - T&H Hubbard-	JR Simplot Company	Discovery	$2,500	2026-06-18	64	No activity logged · Close <2wk, still Discovery	100d
Sp Parking - A100	Sp Parking	Interest	$389	2026-06-19	64	No activity logged · Close <2wk, still Interest	292d

⏱ Trial Health

Account	Opportunity	Start	Days Left	Admin Logins^*	Active Users^*	Alerts^*	Health	Recommended Action
Stanford Hotels Corp.	Return - Trial - Stanford Hotels Corp - POC	—	—	—	—	—	Needs Attn	Competitive displacement plan
Watco	Trial - Watco - train analytics	—	—	—	—	—	Needs Attn	Competitive displacement plan
Riggs Distler	Trial - Riggs Distler - N100 (27) - 3 yr ENT	—	—	—	—	—	Needs Attn	Competitive displacement plan
Cadence Design Systems	Trial - Cadence Design Systems	—	—	—	—	—	Needs Attn	Competitive displacement plan

↗ Expansion Opportunities

Customer	Cameras	Doors	Lifetime Spend	Gaps / Recommended Products	Est. Expansion ARR
ByteDance	10000	—	—	Access Control IoT Sensors Alarm Monitoring	$738k
Builders First Source	2500	—	—	Access Control IoT Sensors Alarm Monitoring	$185k
Proofpoint	315	—	—	Access Control IoT Sensors Alarm Monitoring	$23k
TPG Global	128	—	—	Access Control IoT Sensors Alarm Monitoring	$9k
The Odom Corporation	100	—	$520,055	Access Control IoT Sensors Alarm Monitoring	$8k
CoorsTek Inc	50	—	—	Access Control IoT Sensors Alarm Monitoring	$4k
Mountain Shadows Resort	50	—	—	Access Control IoT Sensors Alarm Monitoring	$4k
JLL	30	—	$4,463	Access Control IoT Sensors Alarm Monitoring	$3k
United Lerone - El Polo Loco	28	—	—	Access Control IoT Sensors Alarm Monitoring	$3k
Academy Sports and Outdoors	30	—	—	Access Control IoT Sensors Alarm Monitoring	$3k
Mainfreight Americas	—	—	$863,382	Access Control IoT Sensors Alarm Monitoring	$2k
Aids Healthcare Foundation	—	—	$1,334,879	Access Control IoT Sensors Alarm Monitoring	$2k
Petco Animal Supplies, Inc.	—	—	—	Access Control IoT Sensors Alarm Monitoring	$2k
ConAm	—	—	—	Access Control IoT Sensors Alarm Monitoring	$2k
Simpson Strong-Tie	—	—	—	Access Control IoT Sensors Alarm Monitoring	$2k
Cushman and Wakefield	20	—	$8,269	Access Control IoT Sensors Alarm Monitoring	$2k
Middleby	—	—	$141,996	Access Control IoT Sensors Alarm Monitoring	$2k
Natera	—	—	$376,772	Access Control IoT Sensors Alarm Monitoring	$2k
MV Transportation	—	—	—	Access Control IoT Sensors Alarm Monitoring	$2k
Asset Living - Quilceda Creek Living	14	—	—	Access Control IoT Sensors Alarm Monitoring	$2k

⚔ Competitive Threats

Opportunity	Account	Competitor(s)	Stage	Deal Size	Last Activity
Omnicell Inc.- 1500 - 1 yr PRO	Omnicell Inc.	Unknown	Discovery	$916,440	26d
Petco-	Petco Animal Supplies, Inc.	Unknown	Discovery	$56,199	22d
Simpson Strong Tie Co. Inc.- n100 (1) - n500 (1) - 55 Ent licenses	Simpson Strong-Tie	Meraki	Discovery	$34,206	79d
MV Transportation-	MV Transportation	Other	Discovery	$25,304	58d
Watco - R540 (9) R600 (1) - 5 yr ENT	Watco	None	Interest	$20,694	8d
Plastipak-	Plastipak	Unknown	Discovery	$20,579	26d
Waymo-	Waymo	Unknown	Discovery	$15,000	0d
The Odom Corporation - Kona	The Odom Corporation	Verkada	Decision	$14,063	140d
The Odom Corporation - Hilo - licenses	The Odom Corporation	Verkada	Discovery	$13,649	408d
Builders First Source-	Builders First Source	Verkada Meraki	Discovery	$10,000	8d
Waste Connections-Access Control	Waste Connections	Unknown	Discovery	$8,980	33d
Arkray-	Arkray	Other	Discovery	$8,747	29d
Antech Diagnostics-	Antech Diagnostics	None	Decision	$7,446	222d
Target-	Target Corporation	Other	Discovery	$5,000	40d
Willscot-	Williams Scotsman	Unknown	Discovery	$5,000	41d
Element Materials Technology - Lax-	Element Materials Technology - Lax	Unknown	Discovery	$5,000	2d
RPM Living-	RPM Living	Other	Discovery	$5,000	154d
Databricks-	Databricks	Verkada	Discovery	$5,000	40d
Summit Polymers-	Summit Polymers	Other	Discovery	$5,000	278d
Alsco-	Alsco Uniforms	Verkada	Discovery	$5,000	98d
AC door controller	Sportsmans Warehouse	None	Discovery	$5,000	765d
DCC Propane - AC - DR40 (1) - DR20 (7) - 3 yr ENT	DCC Propane	NVR System	Decision	$4,995	84d
Matrix Design Group-	Matrix Design Group (Alliance Resource Partners)	Unknown	Research (Education)	$4,608	48d
ITW Global Brands-	ITW Global Brands	Unknown	Discovery	$2,500	251d
National Veterinary Associates - May Vet Northridge-	National Veterinary Associates - May Vet Northridge	Other	Discovery	$2,500	180d
Armstrong International - R200 (6) - 1 yr ENT	Armstrong International	Verkada	Discovery	$2,335	99d
Extra Space Storage - Warranty Return	Extra Space Storage	N/A	Procurement	$1,299	5d
iHeart Media-single location	iHeart Media	Other	Discovery	$1,000	2d
Aids Healthcare Foundation - Warranty Return	Aids Healthcare Foundation	N/A	Procurement	$0	19d
Return - Trial - Stanford Hotels Corp.-	Stanford Hotels Corp.	NVR System	Processing	$0	100d
Return - Trial - Stanford Hotels Corp - POC	Stanford Hotels Corp.	None	Processing	$0	100d
Trial - Watco - train analytics	Watco	None	New	$0	9d
Trial - Omnicell Inc.- 1500 - 1 yr PRO	Omnicell Inc.	Unknown	New	$0	0d
Trial - Riggs Distler - N100 (27) - 3 yr ENT	Riggs Distler	None	New	$0	5d
Trial - Cadence Design Systems	Cadence Design Systems	None	New	$0	133d
Return - Aids Health Foundation - ACC-R2-CB	Aids Healthcare Foundation	None	Discovery	$-59	21d

SE Intervention Score

Opportunity	Account	Stage	Revenue	SE Score	SE Impact
Omnicell Inc.- 1500 - 1 yr PRO	Omnicell Inc.	Discovery	$916,440	72	High
Mainfreight Americas - N500 - licenses - cloud option	Mainfreight Americas	Research (Education)	$162,995	49	Medium
Aids Healthcare Foundation - 30 day cloud storage - 3 yr	Aids Healthcare Foundation	Decision	$128,880	49	Medium
Builders First Source-	Builders First Source	Discovery	$10,000	48	Medium
RDO Equipment-	RDO Equipment	Discovery	$43,180	47	Medium
Trivium Packaging-	Trivium Packaging	Interest	$71,442	42	Medium
TPG Global-	TPG Global	Discovery	$58,434	42	Medium
Petco-	Petco Animal Supplies, Inc.	Discovery	$56,199	42	Medium
Simpson Strong Tie Co. Inc.- n100 (1) - n500 (1) - 55 Ent licenses	Simpson Strong-Tie	Discovery	$34,206	42	Medium
Blue Cross Blue Shield of Arizona - R200 (15) - R360S (12) - 3 – R400 5 – R500 - 5 yr ENT (35)	Blue Cross Blue Shield of Arizona	Decision	$33,732	42	Medium
MV Transportation-	MV Transportation	Discovery	$25,304	42	Medium
CoorsTek Inc-	CoorsTek Inc	Discovery	$25,000	42	Medium
Proofpoint-	Proofpoint	Discovery	$15,000	37	Medium
The Odom Corporation - Kona	The Odom Corporation	Decision	$14,063	37	Medium
The Odom Corporation - Hilo - licenses	The Odom Corporation	Discovery	$13,649	37	Medium

🤖 Recommended Actions for Natalie

1 ⚠ Re-engage Aids Healthcare Foundation — $51,858 at risk · Inactive 119d $52k
2 ⚠ Re-engage ConAm — $44,900 at risk · No activity logged $45k
3 ⚠ Re-engage Star Holdings — $19,838 at risk · No activity logged $20k
4 ⚔ Competitive risk (Verkada) at The Odom Corporation — $14,063 $14k
5 ⚠ Re-engage The Odom Corporation — $14,063 at risk · Inactive 140d $14k
6 ⚔ Competitive risk (Verkada) at Builders First Source — $10,000 $10k
7 ↗ Expansion at The Odom Corporation — est. $8k/yr (Access Control, IoT Sensors, Alarm Monitoring) $8k
8 ⏱ Trial review at Stanford Hotels Corp. — no end date · $0 $0k
9 ⏱ Trial review at Watco — no end date · $0 $0k
10 ⏱ Trial review at Riggs Distler — no end date · $0 $0k