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Total pipeline valueWeighted pipeline valueConversion rates by stageAverage deal velocityProspect → Qualified → Discovery → Proposal → Verbal → Won/LostCards show: Org name, contact, value, ICP score, days in stageColor coding by ICP score and urgencyLog touchpointSchedule follow-upUpdate ICP scoreCreate engagement (for won deals)
Pipeline
2. Commercial Pipeline Interface
Purpose: Revenue generation and client management Design: Kanban + metrics hybrid
Top Section: Pipeline metrics bar
Main Section: Deal stages as swim lanes
Bottom Section: Quick actions
Prospect
0
Qualified
0
Discovery
1
Proposal
1
1
ACME Audit $5k
Venture
Ops Studio
Organization
ACME Law
Value (Est)
$5,000.00Close By
Sat, Sep 20Topics
LegalSMB
Alithea Ops Service
Venture
Ops Studio
Organization
Alithea Creations
Value (Est)
$12,000.00Close By
Sat, Dec 20Topics
Arts
ICP Segment
National Arts Org
Next Action
SOW
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