Department
Sales
Pipeline & revenue
Pipeline
$5.64M
+8.1% · weighted
Q3 Quota
64% / 100%
-12pts · 28d to close
Avg deal
$48K
+$4K
Win rate
32%
+3pts · trailing 90d
Next Best Action
What to do next, in order.
Escalate Aster DPA to founder + GC
Critical$220K deal stalled in legal 9 days. Slip risks Q3 quota.
Impact: Unblock $220K · R. Kim · Today
Send Northwind redlines back
High70% probability, close May 28. Champion responsive.
Impact: Lock $148K · GC · May 16
ROI workshop with Helios
HighBudget unclear; quantify TCO to advance proposal.
Impact: Advance $96K · M. Chen · May 20
Recommendations are decision-support suggestions based on available data. They do not guarantee results.
Pipeline
Stages
Prospect
84
$2.1M
Qualified
42
$1.6M
Proposal
18
$980K
Negotiation
9
$540K
Closed-Won
12
$420K
Library
Sales scripts
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 |