Current
Where contracts move.
Contracts don't sit still. New deals enter the pipeline. Renewals approach term. Expansions layer on. Contractions emerge. Current is where all of that movement lives — pipeline and renewals in one operational view, updating in real time from the contract record.
| Customer | Stage | Type | Weighted | Owner |
|---|---|---|---|---|
Larkin & Hollow Financial Opp #4821 · 60% prob | Negotiation | New | $138,000 | d.chen |
Ashbury & Vance Health Opp #4815 · 40% prob | Proposal | Expansion | $28,800 | k.peters |
Meridian & Locke Capital Opp #4828 · 20% prob | Discovery | New | $21,600 | d.chen |
| Customer | Renewal | ARR | Risk | Owner |
|---|---|---|---|---|
Belknap & Hart 3-yr · auto-renew | Jun 30, 2026 44 days out | $186,000 | On Track | k.peters |
Threnody & Coole Logistics 2-yr · opt-out | Jun 17, 2026 32 days out | $128,400 | At Risk | d.chen |
Priory & Westal Group 1-yr · auto-renew | Aug 1, 2026 76 days out | $91,800 | On Track | k.peters |
Pipeline lives in one system. Renewals live in another. The forecast lives in a spreadsheet between them.
Sales tracks pipeline in the CRM. Finance tracks renewals in a spreadsheet. Neither system knows about the other, and neither connects back to the contract record. The result: two parallel workflows producing numbers that don't reconcile until someone forces them to — usually the week before a board meeting.
Pipeline and renewals aren't separate problems. They're two sides of the same question: what will ARR look like at the end of the period? Until they share a source of truth, the answer is always a guess.
Every opportunity, grounded in contracts.
Current tracks pipeline the way finance needs it — not as CRM activities, but as potential contract events. New business, expansions, and cross-sells are typed, staged, weighted, and connected to the contract they'll create or modify.
Every dollar in the pipeline traces forward to a contract that doesn't exist yet and backward to the source that surfaced it.
| Customer | Stage | Type | Amount | Weighted | Prob | Owner |
|---|---|---|---|---|---|---|
Larkin & Hollow Financial | Negotiation | New | $230,000 | $138,000 | 60% | d.chen |
Ashbury & Vance Health | Proposal | Expansion | $72,000 | $28,800 | 40% | k.peters |
Meridian & Locke Capital | Discovery | New | $108,000 | $21,600 | 20% | d.chen |
Halberd & Quinn Media | Verbal Commit | New | $94,200 | $84,780 | 90% | m.alvarez |
Sefton & Argyle Partners | Closed Won | Expansion | $180,000 | $139,420 | 100% | m.alvarez |
Every renewal, before it becomes a surprise.
Renewals are generated automatically from the contract record. When a contract's term approaches, it appears in Current with its renewal date, current ARR, owner, and risk posture.
Operators confirm, flag, adjust — or mark churn. No renewal is missed because someone forgot to add it to a tracker. The contract lifecycle enforces the queue.
| Customer | Current ARR | Renewal | Days | Risk | Status | Owner |
|---|---|---|---|---|---|---|
Belknap & Hart | $186,000 | Jun 30, 2026 | 45 | On Track | Confirmed | k.peters |
Threnody & Coole Logistics | $128,400 | Jun 17, 2026 | 32 | At Risk | Flagged | d.chen |
Priory & Westal Group | $91,800 | Jun 03, 2026 | 18 | On Track | Open | k.peters |
Halberd & Quinn Media | $54,600 | May 23, 2026 | 7 | At Risk | Flagged | m.alvarez |
Calder & Strome Industrial | $128,400 | May 13, 2026 | −3 | At Risk | Churn · confirmed | d.chen |
Pipeline and renewals, composed into one forecast.
Current doesn't just track movement — it produces the inputs Compass needs to build the forecast. Pipeline-weighted ARR, renewal-base ARR, expected churn, and expansion assumptions flow from Current into Compass automatically. Pipeline fields — close dates, amounts, probabilities — stay synced with your CRM through Contracts. The forecast moves when the data moves.
No copy-paste. No reconciliation. The forecast is always grounded in the same contracts the operators are working.
Pipeline and renewals are not separate workflows. They are two views of the same question: what will ARR be?
Current reads from Contracts and feeds Compass and Beacon. Pipeline and renewal movement flows downstream automatically.