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 7: Send it
Last step: send the finished interactive webpage to the people it's for, and save your prompt for next week. Reaching the end of this page finishes the lesson.
Send the file over Slack, Teams, email, or a shared drive. If email blocks the attachment, zip the file and send the zip. On a phone, open it in a browser like Safari or Chrome so the filters and slider work.
If you don't have a build of your own yet, open the finished example to see what you'd be sending.
Save your prompt somewhere you'll open next Friday, like a doc or a pinned note. If you sent a follow-up in Step 6, add that fix to the prompt before you save it, so next week's page gets it right the first time. Next Friday, attach the new deck, paste the saved prompt, and check the page against your Step 2 checklist.
PromptDojo calls this the builder loop. You spotted the repeat (the Friday deck), named the job (Step 2), shaped the tool (Steps 3 to 5), and checked the work (Step 6). Saving the prompt is the fifth move, save the tool, and adding each fix to it is the sixth, refresh the tool.
Optional: Put it at a link
If your team would rather click a link than open a file, a free Cloudflare account can host it. This part is optional.
- Make a folder named
northline-pipeline. Put your file in it by itself and rename itindex.html. - Sign up free at dash.cloudflare.com/sign-up. Open Workers & Pages and select Create application > Get started > Drag and drop your files.
- Name the project
northline-pipeline, drop the folder in, and select Deploy site. Send your team thenorthline-pipeline.pages.devlink.
Anyone with the link can open it, so keep real client names and confidential numbers off it.