ArkivPied Piper

Showing everything across the whole book.

Bream-Hall

Portfolio analytics

What the CRM says about this deal, what the evidence says, and everything either of them rests on.

Amount

$95,000

CRM stage

Proposal

Close date

30 Jun 2026

Owner

Grant Pelley

Account

Bream-Hall

Open questions

  • Who should own Bream-Hall now that Grant has left?

    A live $95k verbal commitment is still assigned to a former employee.

    Dana WhitfieldOpen queue

Recommended next steps

2 open of 2
  • Hygiene

    Set owner to Dana Whitfield

    The current owner left in May; Dana is the confirmed coverage owner for this live verbal commitment.

    Decide
  • Review queue

    Ask Dana Whitfield: Who should own Bream-Hall now that Grant has left?

    Restores active coverage and gives the opportunity a clear follow-up owner.

    Decide

What the evidence says

FieldCRM → Arkiv concludesEvidence saysStatePipeline effectEvidence
Stage

ProposalNegotiation

Buyer verbally committed at $95kDisputed—
Owner

Grant PelleyUnassigned

Grant left Pied Piper on 22 MayDisputed—
Close date

30 Jun 2026Unknown · no contact since the owner left

Buyer would sign after the mid-May ops review; nobody followed upUnverified—

  • Bream-Hall verbally committed while CRM stayed at Proposal

    Disputed96%

    Laurie accepted the $95k scope and said she would sign after the operations review.

  • Bream-Hall has no active owner

    Disputed99%

    HubSpot still assigns the deal to Grant Pelley even though he left Pied Piper in May; RevOps has not found a replacement.

  • Pied Piper has no handover process for departing reps

    Unverified90%

    Grant Pelley's farewell message described his deals as 'documented in the CRM (mostly)' and named no successor. Three months later RevOps was still asking who owned Bream-Hall in the open channel.

  • RevOps asks for clean data twice a month; the rows don't move

    Verified94%

    Priya asked for a hygiene pass on July 1, named Bream-Hall's orphaned ownership directly on August 3, and repeated the general reminder on August 28. HubSpot still lists Grant Pelley, who left in May, as the owner. The process exists; nothing enforces it.

Below the line

Arkiv’s guess for what the evidence cannot settle. Never counted.

  • Close dateUnknown79% confidence · not counted

    Someone said it on a recorded call · A rep wrote it down in Slack · 3 different systems have a record of it · Nobody has touched it for 30 days, and deals here usually move in 26 days

  1. 5 Mar 2026

    Bream-Hall · Portfolio analytics created in Discovery

  2. 27 Mar 2026

    Bream-Hall · Portfolio analytics moved to Technical Validation

  3. 15 Apr 2026

    Bream-Hall · Portfolio analytics moved to Proposal

  4. 28 Apr 2026

    Bream-Hall · Proposal review. Proposal review for portfolio analytics.

  5. 28 Apr 2026

    Grant Pelley in ##deals: Bream-Hall call just wrapped — Laurie verbally committed at $95k.

  6. 20 May 2026

    Bream-Hall · Proposal walkthrough (not recorded)

  7. 3 Aug 2026

    Priya Raman in ##revops: Who owns Bream-Hall now? CRM still says Grant Pelley.