Department
Sales
Pipeline & revenue
Pipeline
Pipeline Overview
New Leads
47 (100%)
Qualified
23 (49%)
Proposal Sent
12 (26%)
Negotiation
6 (13%)
Won
3 (6%)
Deals
Deals in Progress
- SJ$4,500Proposal Sent
Sarah Jones
CEO Intensive
75% - MB$2,000Negotiation
Mike B.
Business Strategy
60% - AC$7,500Proposal Sent
Acme Corp
Team Alignment
70% - KW$1,800Qualified
Kara Williams
Marketing Audit
40% - TF$3,000Negotiation
Tom Ford LLC
Retainer
55%
Actions
Next Actions
Follow up with Sarah Jones
Proposal opened 3 days ago
HighMay 19Send proposal to Mike B.
Waiting for final confirmation
HighMay 19Discovery call with Acme Corp
Team alignment project
MediumMay 20Check in with Kara Williams
Sent pricing info
LowMay 21
Activity
Sales Activity
- 2h ago
Sarah Jones opened your proposal
CEO Intensive Proposal.pdf
- 5h ago
Mike B. replied to your email
“Thanks, looks good! Can we discuss...”
- 1d ago
Acme Corp booked a call
Team Alignment Discovery Call
- 1d ago
Tom Ford LLC moved to Negotiation
$3,000 Retainer
AI Insights
Your conversion rate dropped 3% this week. Most deals are getting stuck in Proposal Sent for more than 5 days.
What's going well
- Pipeline value up 12% and won deals up 20% week-over-week
- Avg deal size trending up 5% — mix is shifting to higher-value offers
What needs attention
- Conversion rate slipped 3% — proposals stalling >5 days in Proposal Sent
- 2 high-value deals (Sarah Jones, Acme Corp) awaiting follow-up
What to do next
- Follow up with 2 proposal-sent deals today
- Schedule 3 discovery calls this week
- Review and simplify your proposal template
Library
Sales scripts
- Discovery — 25 min frameworkOpen
- Demo — value-mapped flowOpen
- Negotiation — anchor + concessionOpen
- Closing — exec sign-off emailOpen
Library
Objection responses
| Objection | Offer | Response script | Rating |
|---|---|---|---|
| Too expensive vs incumbent | Enterprise Tier | Lead with TCO calculator + 90-day pilot pricing. | |
| Implementation risk | Enterprise Tier | Show migration playbook + named CSM. | |
| We just renewed | Pro Tier | Position as additive, not replacement; offer overlap credit. | |
| Procurement timeline | All | Propose pilot via existing AWS marketplace. |
Validation
Offer validation tracker
| Offer | Audience | Interested | Calls | Paid | Objections | Status |
|---|---|---|---|---|---|---|
| Enterprise Tier | Mid-market | 42 | 18 | 6 | Price, security | Active |
| AI Add-on | Power users | 88 | 22 | 4 | Hallucinations | Needs Review |
| Workflow Pack | Ops leaders | 36 | 12 | 8 | Setup time | Active |