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Deal Management

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A template for managing sales deals as a pipeline. Record amount, confidence, stage, and expected close date to see your forecast and progress at a glance.

4 か月前

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	Deal	Customer	Owner	Amount	Confidence	Stage	Expected Close	Next Action	Notes
1	Core System Overhaul	Greenleaf Trading	James Wilson	35,000	High	Proposal	2026/07/31	Proposal sent; exec pitch next week	Aging legacy system is the pain point
2	Workflow Automation Rollout	TechSolutions Inc.	Emily Carter	12,000	Mid	Outreach	2026/08/15	Discovery done; scoping requirements	Goal is to cut overtime on the floor
3	Maintenance Contract Renewal	ABC Consulting	Michael Brown	6,000	Low	Lead	2026/09/30	Waiting on budget confirmation	Lost last time; re-approaching
4	Cloud Migration Support	Green Foods Co.	Sophia Lee	28,000	High	Quote	2026/07/20	Quote sent; negotiating price	First phase of company-wide cloud move
5	Recruiting System Rollout	Mirai Trading Co.	Daniel Kim	9,500	Mid	Proposal	2026/08/31	Demo scheduled	Driven by the HR department
6	E-commerce Build	Nippon Logistics	Robert Taylor	42,000	High	Won	2026/06/15	Contract signed; prepping kickoff	Includes annual maintenance
7	Data Analytics Platform	Sakura Design Studio	Olivia Martin	18,000	Low	Lead	2026/10/31	Still gathering information	Crowded field; slow going
8	Security Assessment	OceanTech	David Clark	7,000	Mid	Outreach	2026/09/15	Setting up a discovery call	Led by their CTO
9	Inventory System Overhaul	Sunflower Manufacturing	Hannah Walker	15,000	Low	Lost	2026/05/20	Lost to a competitor; staying in touch	Price was the deciding factor
10	Sales Enablement Tool	Frontier Inc.	Ethan Young	11,000	Mid	Quote	2026/08/10	Quote sent; awaiting approval	Under review for next-year budget

全10件

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DealsPipelineSales

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