CRM pipelines with won/lost outcomes
Multi-year CRM exports covering accounts, opportunities, stage changes, activities and notes, each tied to the deal’s final outcome and, where recorded, the loss reason. Labs use them for revenue agents, forecasting and evaluation against what actually happened.
What a record contains
One opportunity: account context (industry, size band), stage history with dates, activities and notes, amount band, competitors noted, and the closed outcome with reason.
| Field | What it holds |
|---|---|
opportunity_id | Pseudonymous ID |
account{} | Industry, employee band, region |
stage_history[] | Each stage with its date |
activities[] | Calls, emails, meetings and notes |
amount_band | Banded deal size |
outcome, loss_reason | Won, lost or no decision, and why |
{
"opportunity_id": "O-2207",
"account": {"industry": "logistics", "employee_band": "200-500", "region": "US-West"},
"stage_history": [
{"stage": "discovery", "at": "2024-02-01"},
{"stage": "proposal", "at": "2024-03-12"},
{"stage": "closed_won", "at": "2024-04-30"}
],
"activities": [{"type": "call", "at": "2024-02-01", "note": "Needs multi-entity invoicing"}],
"amount_band": "50k-100k",
"outcome": "won"
}How AI labs use it
- Revenue agents
- Next-step recommendations grounded in real deal histories.
- Forecasting
- Stage durations and outcomes for prediction tasks.
- Evaluation
- Score a model’s predictions against known outcomes.
Typical preparation requirements
Agreed with the supplier before any work begins. Typical requirements include:
- Contact names, emails and phone numbers removed or pseudonymized
- Records from enrichment vendors excluded where their license forbids reuse
- Customer account names pseudonymized and amounts banded
Every dataset has a documented owner and confirmed licensing rights. See data governance on sourcex.si.
What makes a strong package
- Consistent stage definitions over years
- Loss reasons filled in
- Activities logged, not just stage changes
Compared with public datasets
Public sets such as CRMArena and Marketing Funnel by Olist are useful references, but limited as enterprise training data. The sales and CRM category page compares them with licensed data.
Who typically holds it
- B2B software companies
- Staffing firms
- Freight brokers
- Insurance agencies
- Manufacturers with sales teams
Know a company like this?
Introduce the company to SourceX. If its data deal closes, you can earn up to $100,000 in referral fees, paid after the buyer accepts the data and SourceX receives payment.
Refer a companyQuestions
Why is enrichment data excluded?
Contact data bought from enrichment vendors usually comes with license terms that don’t allow passing it on. The company’s own records and activity history are what’s licensed.
Can deals be linked to calls and emails?
Yes. Packages can join opportunities to sales call recordings and outbound sequences from the same company.
Need this data for a model?
Describe what you need: domain, volume, history, format and licensing terms. SourceX looks for companies that hold it and can license it.