SIGNAL/ DECK

Sales Command

FRI 25 · 09:29 · 8 SIGNALS LIVE

PIPELINE

$75.5K

OPEN

3

DUE NOW

1

CLOSED

$21K

TASK QUEUE

1 URGENT

Updated pricing + 12-mo lock. Flag the onboarding SLA.

Pull Q3 usage report, confirm budget owner.

Confirm seat count before sending contract.

DEAL PIPELINE

5 STAGES

Meridian Cloud

NEGOTIATION · REMINDER 11:00

$42K

Vanta Systems

FOLLOW-UP · REMINDER 15:30

$18K

Kestrel Labs

CONTACTED · REMINDER 18:00

$9.5K

Northwind Retail

NEW LEAD · REMINDER 21:00

$6K

Orbital Media

CLOSED · WIN · +$21K

$21K

EXPORT A REPORT FROM A SALESFORCE DASHBOARD (.XLSX) WITH OPPORTUNITY NAME, AMOUNT & STAGE