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The Digital Agency Operating System
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Sales Data
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Sales Data

Sales Goals
Year
Goal
Potential
Actual
To Go
Last Year
YoY Growth
2023
​
$284,000.00
$49,000.00
$49,000.00
[  ]
​
There are no rows in this table
⁠

Opportunity Pipelines
Name
New Customer
Current Customer
There are no rows in this table
⁠
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
⁠

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
​
​
​
​
​
​
​
00
8
​
​
​
They rejected your proposal
Requesting feedback on their decision
​
​
00
​
​
​
The project has been abandoned
Requesting feedback on their decision
​
​
00
​
​
​
⁠

Opportunity Types
Name
Billing
Description
Recurring
Retainer
Open
Subscription
Open
Project
Open
Training
Open
There are no rows in this table
⁠


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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