Pipeline & opportunities
Nine stages, two axes, and a history that only ever appends.
- Pipeline stagesA human picks the stage, the outcome is derived, and the history only appends.1 min read
- Moving an opportunityOne step forward is free; a skip or a step back needs a note. An unfinished playbook and an unsent document never block a move.2 min read
- Closing an opportunityThe close options depend on where you are — and "won" is never one of them.1 min read
- Rename the stages for your firmPut the stages into your own business vocabulary without breaking reporting.1 min read
- Value and expected closeThe two fields that make pipeline value reporting possible.1 min read
- Pipeline reportingThe seven questions this page answers, and one decision that makes the numbers defensible.1 min read
- The stage historyEvery move is one row. It is never edited or deleted — which is what makes it worth having.1 min read
- The stage playbookEvery sales stage carries an ordered list of things to do. Written once; every open opportunity reads the same list.1 min read
- Recording what you sent the clientWhich document, to whom, on which day. The record has no edit and no delete; a correction is a new line.1 min read
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