PNippon Life India Asset ManagementExecutive Cockpit

Sales / Pipeline 360

The front of the funnel — pipeline by stage, forecast vs plan, win/loss, and the deals that decide the quarter.

Nippon Life India Asset Management · FY26 (modeled)
Top 5 Indian AMC by AUM
1,200 employees · 0+ US sites · 2 countries
Executive read· the answer, then the moves

Q3 FY26 commit $120M sits $21M below the $141M plan — $47M of best-case upside must convert to make the number. Coverage is 5.2x on $727M of pipeline; the call is winnable but only if the at-risk upside is forced to close.

3 of 3 headline metrics improving vs prior · still off target: Net Inflows $1.80B vs $2.20B, Book-to-Bill Ratio 0.5x vs 0.6x, Pipeline (Product Launch) 6 vs 8

Do now — ranked by urgency
  1. 1
    Convert $47M of best-case upside to close the $21M plan gapAct now
    Why it matters

    Commit $120M is $21M short of the $141M Q3 FY26 plan — the gap that decides whether the quarter lands.

    What's driving it
    • Q3 FY26 commit $120M vs $141M plan
    • $47M best-case upside above commit
    FYI
    • Pipeline $727M (5.2x coverage), $319M weighted
    • Owner: CRO
  2. 2
    Attack the top loss reason: Price ($56M lost)Watch
    Why it matters

    $-win-rate is 67% ($251M won vs $123M lost); Price is the single largest leak at $56M.

    What's driving it
    • $-win-rate 67%
    • Top loss Price $56M across 70 deals
    FYI
    • Top win driver: Superior platform / one-stop $123M
    • Tighten discount discipline via Quote 360
  3. 3
    $3.52M ARR at risk — Q3 FY26Watch
    Why it matters

    Each churn point on the base ≈ recurring revenue lost.

    What's driving it
    • renewal window Q3 FY26
    • Signal: Renewal risk
    FYI
    • Of $24.61M due in Q3 FY26, $3.52M is churn-flagged.
    • Owner: Chief Customer Officer
  4. 4
    $4.69M ARR at risk — Q4 FY26Watch
    Why it matters

    Each churn point on the base ≈ recurring revenue lost.

    What's driving it
    • renewal window Q4 FY26
    • Signal: Renewal risk
    FYI
    • Of $29.89M due in Q4 FY26, $4.69M is churn-flagged.
    • Owner: Chief Customer Officer
📈 Growth & revenueStep 1 of 6 · funnel & forecastCustomer 360All journeys
🌐 Enterprise 360 modules· on Sales / Pipeline 360Browse all 31 views ▾
● LiveBuilt forCRO / Sales VPs· coverage & forecast callSales Ops· stage velocity & hygieneCEO / Board· will we make the quarter

Pavion is pursuing $727M across the funnel ($319M weighted). This view answers the CRO's two questions — will we make the quarter (forecast vs plan) and why we win or lose — and points at the deals that move the number.

Data backing: pipeline_stage · forecast · winloss · opportunity · kpi
$727M
Qualified pipeline
1080 opps
$319M
Weighted pipeline
value × win-prob
67%
$-Win-rate
won ÷ (won+lost) $
$1.80B
Bookings
book-to-bill 0.47x
$6M
Backlog
signed, not delivered
Coverage

Pipeline by stage

Value and win-probability rise toward the close — weighted value is what to bank on.

Qualify · 520 opps · 20% win$240M
Develop · 310 opps · 40% win$211M
Proposal · 180 opps · 60% win$170M
Negotiation · 70 opps · 80% win$105M

Dark fill = win-probability within each stage's value. Weighted pipeline totals $319M.

The forecast call

Q3 FY26 — $120M commit vs $141M plan

Commit, best-case and closed-to-date against the plan line.

Q1 FY26 · actualclosed $128M vs plan $123M
Q2 FY26 · actualclosed $130M vs plan $132M
Q3 FY26 · currentcommit $120M · best $167M
Q4 FY26 · forecastcommit $88M · best $176M

Q3 FY26: commit $120M is $21M below the $141M plan; $47M of best-case upside must convert to close the gap. Black line = plan.

Why we win & lose

$-win-rate 67% · $251M won vs $123M lost

Clone the win reasons into low-win families; attack the top loss reason first.

Why we win
Superior platform / one-stop$123M · 142
Incumbent / relationship$76M · 96
Service & monitoring attach$52M · 61
Why we lose
Price$56M · 70
Timing / budget pulled$41M · 38
Product / scope gap$26M · 24

Read it: the platform / one-stop story wins the most ($123M); Price is the top loss ($56M) — tighten discount discipline (see Quote 360) before chasing new demand.

Move the number

Named deals in play

Signal-sourced deals convert higher — prioritize them.

OpportunityCustomerSolutionValueStageWin %Source
State Bank of India Employees Pension Fund — multi-region DC security + Fund Admin SystemState Bank of India Employees Pension FundSecurity + Monitoring$7.3MProposal60%signal
Bharat Insurance — hub perimeter + video analyticsBharat InsuranceSecurity$4.9MQualify45%signal
Kaiser — nurse call + RTLS refreshBrookfield CorporationIntegration$3.6MProposal50%outbound
UPS — fire + mass notification bundleUPSFire Safety$2.8MQualify40%outbound
Align — mfg expansion AV + accessICICI Prudential LifeIntegration + Security$1.8MDevelop48%signal
Rajiv Mehra — Security cross-sell (11 sites)Rajiv MehraSecurity + Fund Admin System$0.8MDevelop55%signal