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Solutions Engineering TeamOS [Template]
Operations Center
Track all ongoing customer projects and activities
Customer Projects
Project
Owner
Partners
Short Description
Progress
Details
1
Acme Corp
Simplify overall design of Acme PRD Doc
000
70Open
2
Nile River Company
30 min training session on how we use Coda internally for recruiting/TA
000
29Open
3
Fruit Company
A system for us to manage doc build requests and give visibility into our workflow/load.
000
100Open
4
Big Bank USA
000
50Open
5
Big Bank USA: Security Review
Create POC for workflow tracker for grantee funding to replace overly complex Excel sheet.
000
15Open
6
Chocolate Chip Corp.
Replace a massive, multi-tabbed Excel sheet with simplified Coda workflow. Fix issues with forms and multi-selection.
000
59Open
There are no rows in this table
☁️ SFDC Opportunities Report
Type
Oppty
Stage
Close Date
Amount
Owner
View in SFDC
Acme Corp
Acme - Renewal - 2021
Closed Won
11/4/2021
$100,000.00
ProServ - Q1
ProServ - Closed Won
1/17/2022
$100,000.00
Acme - Q1 True-up
Closed Won
2/25/2022
$100,000.00
ProServ - New Group Project
ProServ - Closed Lost
3/7/2022
$100,000.00
Acme - Q3 True-up
Closed Won
5/1/2022
$100,000.00
Acme - Q2 True-up
Closed Won
5/9/2022
$100,000.00
Acme - Renewal - 2022
Discovery & Qualification
5/9/2022
$222,000.00
Acme - Enterprise - New
Discovery & Qualification
5/18/2022
$100,000.00
ProServ - Q2
ProServ - Closed Won
5/26/2022
$100,000.00
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