Business
Sales Pipeline (CRM)
Move deals from first contact to close and see what's stuck.
Hot
Enterprise
Inbound
Renewal
Leads 4
Acme Corp — website demo request
Referral from existing customer
Trade show contacts to follow up
Enterprise inbound — 200 seats
Contacted 2
Globex — discovery call booked
Initech — waiting on decision maker intro
Proposal Sent 2
Umbrella Co — proposal + pricing sent
Stark Industries — SOW under review
Negotiation 1
Wayne Ent — negotiating annual terms
Won 1
Hooli — closed 24 seats 🎉
Lost 1
Pied Piper — went with a competitor (revisit Q3)