Deck quick reference
By stage: Discovery 18 deals, $760k; Evaluation 11, $720k; Negotiation 6, $560k; Verbal 3, $360k.
By rep: Priya (EMEA) 10 deals, $780k; Marcus (Enterprise) 10, $870k; Dana (Mid-Market) 10, $535k; Theo (SMB) 8, $215k.
At risk, $535k:
| Deal | Owner | Amount | Why | Next step |
|---|---|---|---|---|
| Meridian | Priya | $180k | Champion left | Exec intro to the new VP Ops before Friday |
| Halcyon Freight | Marcus | $140k | Security review stalled 3 weeks | SE joins the security call Tuesday |
| Brightwater Health | Marcus | $120k | Legal redlines open, close date slipped twice | Legal call Wednesday |
| Ostrava Labs | Dana | $95k | Asking for 25% off | Leadership decides on the discount by Thursday |
Wins this week, $112k: Kestrel Analytics $64k (Priya), Ridgeline Logistics $48k (Marcus). Won so far in Q3: $820k.
Forecast: quota $1.5M, won $820k, commit $1.41M, best case $2.06M.
Asks: approve a 25% discount for Ostrava Labs; SE coverage for Halcyon Freight; exec intro to Meridian's new VP Ops.
Step 1: Meet the deck
Here you download the Northline deck and flip through it. Everything on the finished page comes from these slides, so it helps to know where each number lives.
What each slide holds:
- Slide 1, Title. Week of Oct 6, week 10 of 13 in Q3.
- Slide 2, Pipeline snapshot. 38 open deals worth $2.4M, split by stage and by rep.
- Slide 3, Deals at risk. Four deals worth $535k, each with its owner, stage, why it's at risk, and the next step.
- Slide 4, Wins this week. Two deals worth $112k, plus $820k won so far this quarter.
- Slide 5, Forecast vs quota. The $1.5M quota against what's won, committed, and possible, for the team and for each rep.
- Slide 6, Asks for leadership. Three decisions needed this week, each tied to a deal.
- Slides 7 to 9, Appendix. Every open deal, with owner, stage, amount, close date, and next step.
It's Monday morning. Which slide does a rep need first?