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The Digital Agency Operating System
Data
Sales Data
Sales Goals
Year
Goal
Potential
Actual
To Go
Last Year
YoY Growth
1
2023
$284,000.00
$49,000.00
$49,000.00
[ ]
There are no rows in this table
Opportunity Pipelines
Name
1
New Customer
2
Current Customer
There are no rows in this table
Opportunity Pipeline Stage
Stage
Pipelines
Order
1
Idea
Current Customer
0
2
Lead
New Customer
0
3
Negotiation
New Customer
Current Customer
2
4
On Hold
New Customer
Current Customer
3
5
Pitch
New Customer
4
6
Proposal
New Customer
Current Customer
5
7
Won
New Customer
Current Customer
10
8
Lost
New Customer
Current Customer
20
9
Abandoned
New Customer
Current Customer
30
10
Prospect
New Customer
1
There are no rows in this table
Opportunity Stages
Pipeline
Stage
They are...
We are...
Activity to next stage
Weighting
Expected Duration (Days)
Moves to
Action Name
Rank
New Customer
9
Lead
In the market for use cases we can address
Looking for an opportunity
1st Contact
5%
00
28Prospect
⛰ Move to Prospect
6
Prospect
Learning about our services and determining if we meet their needs
Understanding their needs and building collateral
Reach out and campaign
25%
00
28Pitch
☕️Move to Proposal
5
Pitch
Evaluating us against competitors
We are building relationships and a case
Present the value of our services
50%
00
25Proposal
📝 Move to Proposal
4
Proposal
They are evaluating us against competitors
We are building relationships and a case
Proposal Sent
65%
00
14Negotiation
👏 Move to Negotiation
3
Negotiation
Negotiating terms of our engagement
Developing scope and pricing
Final Terms & client approval
80%
00
7Won
🍾 Move to Won
2
Won
They have accepted your proposal
You are ready to kick off the project
00
0
On Hold
10%
00
30
8
Lost
They rejected your proposal
Requesting feedback on their decision
00
Abandoned
The project has been abandoned
Requesting feedback on their decision
00
Current Customer
7
Idea
Client has a new project idea
Exploring the project and gathering requirements
Present project high level options
60%
00
14Proposal
📝 Move to Proposal
Proposal
Reviewing budgets, timelines and requirements
Developing scope and pricing
Proposal Sent
75%
00
7Negotiation
👏 Move to Negotiation
Negotiation
Negotiating terms of our engagement
Justifying budget, timeline, and work to be done
Client Approval
90%
00
3Won
🍾 Move to Won
Won
They have accepted your offer
You are ready to kick off the project
00
On Hold
00
8
Lost
They rejected your proposal
Requesting feedback on their decision
00
Abandoned
The project has been abandoned
Requesting feedback on their decision
00
Opportunity Types
Name
Billing
Description
Recurring
1
Retainer
Monthly
Open
2
Subscription
Monthly
Open
3
Project
Full
Halves
Thirds
Quarters
Half Deposit + Quarters
Open
4
Training
Full
Open
There are no rows in this table
Client Industries
Name
1
Hospitality
2
Digital Security
3
Consumer Products
4
Non-Profit
5
Health & Wellness
6
Finance
7
Services
8
Real Estate
9
Fashion
10
Law
11
Marketing
12
Technology
13
Travel
14
Startup
15
Education
16
Pharmaceuticals
17
E-Commerce
18
Software Development
19
Design
There are no rows in this table
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