Sales

Sales Pipeline

Move prospects to booked.

A deal board for the sales side — stages, owners, expected value, and forecasting — so new business doesn't slip.

What it does

A repeatable sales motion

Nothing forgotten mid-cycle

A real revenue forecast

1Open Sales Pipeline and click New deal — pick the account, type, and source
2Size the deal with a lane table (loads/week × rate) so the forecast is real, not a guess
3Drag it across the board: Identified → Engaged → Qualified → Quoting → Verbal/Setup → First Load Won
4Watch Open deals, Pipeline/mo, Weighted/mo, and Hygiene flags update at the top
5Won deals hand off to the Ramp Tracker so new accounts actually ramp