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 4: Make it interactive
Here you pick what people can click. Page one showed what Priya does on the page; this is the full set, and who each one is for.
| What they can do | Who it helps | What they get |
|---|---|---|
| Filter by rep | Each rep | Only their deals. Priya sees her 10. |
| Filter by stage | VP of Sales | One stage at a time, like the 6 Negotiation deals worth $560k |
| At risk only | VP of Sales, reps | Just the four deals worth $535k that need help |
| Slider | VP of Sales | Whether the team reaches $1.5M if more best-case deals close |
| Click a deal | The deal's owner | Why it's at risk, the next step, and any ask for leadership |
| Sort the table | Anyone | Biggest deals first, or soonest close date first |
Every interaction is one more thing to check in Step 6. If you can't name who one is for, leave it out.
It's Monday morning. Which of these helps Priya most?