data/Opportunity_Information.csv

Opportunity ID,Customer Name,Opportunity Name,Opportunity Stage,Opportunity Description,Opportunity Value,Close Date,Customer Contact,Customer Contact Role,Activity,Next Steps
XFR0001,HSBC,Lending - Loan Origination System,Qualification,Developing analytic capabilities for the loan origination system,"$250,000",12/30/2024,John Smith,"VP, Information Technology",Had first meeting with John on 9/16. Identified that they are unhappy with the analytic capability of their current lending solution. Next step is to meet with them to understand their business drivers and pain points better. Will also use the next meeting to explain our company's value proposition.,Meet with John on 10/12 to qualify the opportunity better and share our value proposition
XFR0002,Citi,Competitive Analysis SaaS,Negotiation,Develop SaaS for analysis of Citi's competitors in foreign markets,"$100,000",11/15/2024,Peter Branson,"CEO",Contract finally ironed out by both parties' lawyers. Have verbal agreement that this will be moving forwards.,Finalize contract with Peter and lawyers on October 25th