Team Wiki

Sales Goals

Sales Goals

Year

Goal

Potential

Actual

To Go

Last Year

YoY Growth

2023

$284,000.00

$49,000.00

[ ]

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Opportunity Pipelines

Opportunity Pipelines

Name

New Customer

Current Customer

There are no rows in this table

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Opportunity Pipeline Stage

Opportunity Pipeline Stage

Stage

Pipelines

Order

Idea

0

Lead

0

Negotiation

2

On Hold

3

Pitch

4

Proposal

5

Won

10

Lost

20

Abandoned

30

Prospect

1

There are no rows in this table

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Opportunity Stages

Opportunity Stages

Pipeline

Stage

They are...

We are...

Activity to next stage

Weighting

Expected Duration (Days)

Moves to

Action Name

Rank

9

In the market for use cases we can address

Looking for an opportunity

1st Contact

5%

00

28

Prospect

⛰ Move to Prospect

6

Learning about our services and determining if we meet their needs

Understanding their needs and building collateral

Reach out and campaign

25%

00

28

Pitch

☕️Move to Proposal

5

Evaluating us against competitors

We are building relationships and a case

Present the value of our services

50%

00

25

Proposal

📝 Move to Proposal

4

They are evaluating us against competitors

We are building relationships and a case

Proposal Sent

65%

00

14

Negotiation

👏 Move to Negotiation

3

Negotiating terms of our engagement

Developing scope and pricing

Final Terms & client approval

80%

00

7

Won

🍾 Move to Won

2

They have accepted your proposal

You are ready to kick off the project

00

0

10%

00

30

8

They rejected your proposal

Requesting feedback on their decision

00

The project has been abandoned

Requesting feedback on their decision

00

7

Client has a new project idea

Exploring the project and gathering requirements

Present project high level options

60%

00

14

Proposal

📝 Move to Proposal

Reviewing budgets, timelines and requirements

Developing scope and pricing

Proposal Sent

75%

00

7

Negotiation

👏 Move to Negotiation

Negotiating terms of our engagement

Justifying budget, timeline, and work to be done

Client Approval

90%

00

3

Won

🍾 Move to Won

They have accepted your offer

You are ready to kick off the project

00

8

They rejected your proposal

Requesting feedback on their decision

00

The project has been abandoned

Requesting feedback on their decision

00

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Opportunity Types

Opportunity Types

Name

Billing

Description

Recurring

Retainer

Open

Subscription

Open

Project

Open

Training

Open

There are no rows in this table

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Client Industries

Client Industries

Name

Hospitality

Digital Security

Consumer Products

Non-Profit

Health & Wellness

Finance

Services

Real Estate

Fashion

Law

Marketing

Technology

Travel

Startup

Education

Pharmaceuticals

E-Commerce

Software Development

Design

There are no rows in this table

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Sales Data