FieldPortal · Energy Exemplar
DMDiego Marshall
Pipeline · Week 12 · Apr 16–22

14 accounts on the move.

Where Field is currently working — by stage, by AE, by next-action urgency.

All accounts
294
$2.4M pipeline
Sourced
59
$10.62M pipeline
Engaged
59
$10.62M pipeline
Meeting set
58
$10.44M pipeline
In evaluation
59
$10.62M pipeline
Late stage
0
$0.00M pipeline
Owner AEAll AEsPriya N.Tomás L.Olivia R.Wei C.
AccountTierStageOwner AEDays in stageSourcing signalDeal sizeNext action
MI
Microsoft
microsoft.com
Tier 1cold
PNPriya N.
-23dRB2B$133k
Refresh dossier · update multi-thread plandue in 7d
C/
Citadel / Citadel Energy
citadel-citadel-energy.com
Tier 1replying
TLTomás L.
-22dRB2B$133k
Refresh dossier · update multi-thread plandue in 6d
SG
S&P Global Commodity Insights (Platts)
s-p-global-commodity-insights.com
Tier 1researching
OROlivia R.
-25dRB2B$133k
Refresh dossier · update multi-thread plandue in 5d
VI
Vitol
vitol.com
Tier 1meeting booked
WCWei C.
-23dReuters$132k
Refresh dossier · update multi-thread plandue in 4d
S/
Sempra / SDG&E / SoCalGas
sempra.com
Tier 1researching
PNPriya N.
-23dReuters$132k
Refresh dossier · update multi-thread plandue in 3d
MA
Macquarie Asset Management - MIRA
macquarie-asset-management-mira.com
Tier 1meeting booked
TLTomás L.
-24dRB2B$130k
Refresh dossier · update multi-thread plandue in 7d
CG
Carlyle Group - Power & Infra
carlyle-group-power-infra.com
Tier 1in sequence
OROlivia R.
-24dRB2B$129k
Refresh dossier · update multi-thread plandue in 6d
XE
Xcel Energy
xcel-energy.com
Tier 1replying
WCWei C.
-25dRB2B$129k
Refresh dossier · update multi-thread plandue in 5d
SC
Southern California Edison
southern-california-edison.com
Tier 1cold
PNPriya N.
-24dS&P Global$127k
Refresh dossier · update multi-thread plandue in 4d
EN
Enbridge
enbridge.com
Tier 1meeting booked
TLTomás L.
-25dRB2B$127k
Refresh dossier · update multi-thread plandue in 3d
BE
Basin Electric Power Cooperative
basin-electric-power-cooperative.com
Tier 1replying
OROlivia R.
-21dRB2B$127k
Refresh dossier · update multi-thread plandue in 7d
ME
Macquarie Energy
macquarie-energy.com
Tier 1meeting booked
WCWei C.
-22dRB2B$126k
Refresh dossier · update multi-thread plandue in 6d
G/
Google / Alphabet
google-alphabet.com
Tier 1researching
PNPriya N.
-23dRB2B$126k
Refresh dossier · update multi-thread plandue in 5d
CR
Charles River Associates (CRA)
charles-river-associates.com
Tier 1in sequence
TLTomás L.
-22dRB2B$125k
Refresh dossier · update multi-thread plandue in 4d
Total pipeline
$2.4M
+18% wk-over-wk
Weighted
$840k
35% of total
Avg days in stage
12d
target: 10d
Meetings this wk
14
+18% vs prior