Sensitive actions are approval-gated and audit logged

DO
Sales pipeline

Turn qualified demand into booked revenue

The board is ordered around the next action. A deal without an owner, date, or action is not a real pipeline record.

Weighted pipeline
$16.2K
Won revenue
$17.2K
Close rate
80%
Average won deal
$4,300
New
$0.0 total
0
No deals
Contacted
$9.0K total
1
Janet Wilson — Monthly Home Reset
$9,000Contacted
Probability15%
Contact lead
ElenaJul 15
Booked
$13.0K total
2
Robert Chen — Move Management
$6,500Booked Call
Probability30%
Run discovery call
MaxJul 18
Maria Santos — Move Management
$6,500Booked Call
Probability30%
Run discovery call
ElenaJul 16
Estimate
$9.5K total
2
Monica Alvarez — Downsizing Plan
$4,750Estimate Scheduled
Probability45%
Prepare walkthrough notes
JordanJul 17
Anthony Price — Downsizing Plan
$4,750Estimate Scheduled
Probability45%
Prepare walkthrough notes
MaxJul 15
Quote sent
$5.0K total
2
Daniel Kim — Senior Relocation
$3,200Quote Sent
Probability70%
Follow up on quote
ElenaJul 16
Kevin Patel — Estate Cleanout
$1,800Quote Sent
Probability70%
Follow up on quote
ElenaJul 17
Negotiating
$1.8K total
1
Emily Foster — Estate Cleanout
$1,800Negotiating
Probability80%
Contact lead
JordanJul 16
Won
$17.2K total
4
Sarah Mitchell — Estate Cleanout
$1,800Won
Probability100%
Confirm job kickoff and deposit
MaxJul 15
Marcus Reed — Senior Relocation
$3,200Won
Probability100%
Confirm job kickoff and deposit
MaxJul 17
Rebecca Stone — Senior Relocation
$3,200Won
Probability100%
Confirm job kickoff and deposit
JordanJul 18
David Parker — Monthly Home Reset
$9,000Won
Probability100%
Confirm job kickoff and deposit
JordanJul 17
Pipeline health rule: every open deal needs a named owner, dated next action, expected value, and realistic probability. “Maybe” is not a stage.