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Track all ongoing customer projects and activities
Customer Projects
Project
Owner
Partners
Short Description
Progress
Details
Acme Corp
Simplify overall design of Acme PRD Doc
000
70Open
Nile River Company
30 min training session on how we use Coda internally for recruiting/TA
000
29Open
Fruit Company
A system for us to manage doc build requests and give visibility into our workflow/load.
000
100Open
Big Bank USA
000
50Open
Big Bank USA: Security Review
Create POC for workflow tracker for grantee funding to replace overly complex Excel sheet.
000
15Open
Chocolate Chip Corp.
Replace a massive, multi-tabbed Excel sheet with simplified Coda workflow. Fix issues with forms and multi-selection.
000
59Open
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☁️ SFDC Opportunities Report
Type
Oppty
Stage
Close Date
Amount
Owner
View in SFDC
Acme Corp
Acme - Renewal - 2021
Closed Won
11/4/2021
$100,000.00
ProServ - Q1
ProServ - Closed Won
1/17/2022
$100,000.00
Acme - Q1 True-up
Closed Won
2/25/2022
$100,000.00
ProServ - New Group Project
ProServ - Closed Lost
3/7/2022
$100,000.00
Acme - Q3 True-up
Closed Won
5/1/2022
$100,000.00
Acme - Q2 True-up
Closed Won
5/9/2022
$100,000.00
Acme - Renewal - 2022
Discovery & Qualification
5/9/2022
$222,000.00
Acme - Enterprise - New
Discovery & Qualification
5/18/2022
$100,000.00
ProServ - Q2
ProServ - Closed Won
5/26/2022
$100,000.00
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