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 3: Decide what each slide becomes
Here you decide what each slide turns into on the page. The numbers stay the same. Their shape changes so people can click into them.
| Slide | Becomes on the page |
|---|---|
| 1, Title | The page header |
| 2, Pipeline snapshot | The open pipeline card, bars by stage, and a donut by rep |
| 3, Deals at risk | The at-risk card, plus highlighted rows in the deals table with their risk notes |
| 4, Wins this week | The won this week card |
| 5, Forecast vs quota | The commit vs quota card, and a forecast chart with a slider |
| 6, Asks for leadership | Inside each deal's details. Click Meridian and you see the exec intro ask. |
| 7 to 9, Appendix | The table of all 38 open deals |
The appendix is worth a second look. Nobody reads it in the meeting, and on the page it becomes the table everyone uses.
Slide 5 shows the quota, what's won, the commit, and the best case. What's the best form for it on the page?