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Bramhope Financial Solutions

BRA403ActiveTime and materials

bramhopefinancial.co.uk · Financial services · Account manager Ellie Marsh

Microsoft 365Partial4 weeks agoSupport & assets (SQL)Healthy7 hr ago

01 Jan 2026 – 25 Aug 2026 · month buckets · applies to every section

OverviewMicrosoft 365Support and SLAHardware assetsSoftwareContracts and renewalsAlertsOpportunitiesTimelineDocumentsReports and packsSettings
iWho can see these valuesShow
Revenue and pricing are private to Sales, Managers and Administrators — the Agent role sees stages and counts only. Nothing on this page appears in a customer-facing meeting pack.
Open opportunities
0
Excludes ordered and lost
Pipeline value
£0
Total contract value
Weighted forecast
£0
Value × % chance
Ordered
0
£0
Lost
0
£0

Findings ready to become opportunities

Each finding converts once. The decision is recorded so the same suggestion is not raised again.

2 available
  • MFA registration at 83% of enabled users
    Review MFA completion and conditional access coverage.
    SEC-MFA-COVERAGE · insight-rules v2.1
  • Endpoint protection is not on a DCS contract
    Confirm how endpoint protection is currently covered.
    CON-NO-ENDPOINT-PROTECTION · insight-rules v2.1

Stage mix

Open records for this customer

No open opportunities for this customer.

Opportunities

0 records · same data as the team pipeline

No opportunities recorded

Findings from the alert centre can be converted into pipeline records, or add one directly from the team pipeline page.

Quote status — colours the left of the row
Quote DoneQuote Not StartedQuote Done - Not Sent

Owner through contact: where the quote itself has got to.

Lead status — colours the right of the row
With CustomerMeeting OrganisedDCS Action RequiredAwaiting Third PartyOpen / OtherOn HoldOrderedLost

Value through forecast: whose court the deal is in.

Lead status is the single place a record's stage is set. Choosing Ordered or Lost moves the row out of the live pipeline into the orders or lost table immediately — no reapply step, and nothing is ever removed. The same colours are used by the summary table and charts at the top of the page.