Sales
Studio Package
Opportunity record with stage path, health, forecast, commercial history, and next best action.
Opportunity Header
Stage
-
Owner
-
Segment
-
Proposal
-
Amount
-
Target Close
-
Deposit
Pending
Health
0 • Critical
Revenue Path
New Lead
Lead Intake
Open
Intake Sent
Lead Intake
Open
Intake Completed
Lead Intake
Open
Qualified
Qualification
Open
Discovery Booked
Discovery
Open
Discovery Completed
Discovery
Open
Post-Call Follow-Up Sent
Discovery
Open
Proposal Gate Review
Proposal Prep
Open
Sourcing Direction / Shortlist
Proposal Prep
Open
Formal Proposal in Preparation
Proposal Prep
Open
Proposal Sent
Proposal Prep
Open
Proposal Review Scheduled
Review & Revision
Open
Revision / Negotiation
Review & Revision
Open
Deposit Requested
Acceptance
Open
Signed / Deposit Pending
Acceptance
Open
Deposit Received
Acceptance
Open
Production Released
Production
Open
In Production
Production
Open
Final Payment Requested
Delivery
Open
Final Payment Received
Delivery
Open
Delivery Scheduled
Delivery
Open
Delivered
Delivery
Open
Support / Closeout
Closeout
Open
Review / Referral / Next Room
Expansion
Open
Closed Lost / Nurture
Closed
Open
Commercial Intelligence Gate
Commercial package posture for the lead/project behind this opportunity. Formal proposal work remains blocked until Proposal Gate passes.
No commercial intelligence package is attached to the related lead yet.
Commercial Record
This is the working opportunity spine: stage, commercial facts, proposal state, and fulfillment handoff signals.
Opportunity Name
Account Name
Stage
Owner
Project Name
Segment
Estimated Deal Size
Target Close Date
Buying Window
Project Type
Credit Review Status
Proposal Status
Proposal Issue Date
Proposal Expiry Date
Revision Count
Deposit Received Date
Production Release Status
Delivery Status
Next Step
Next Step Due
Scope Summary
Notes
Sales OS Gates
The checkpoints that decide whether this deal is actually ready to move.
Proposal
Not started
Issue - • Expiry -
Acceptance
Open
Deposit pending • Credit -
System Intelligence
Background signals stay quiet until they need action. This panel brings forward the few things that actually matter now.
Next Best Action
Schedule the next step and close qualification gaps.
Suggested Moves
Research Web
Designer Program
Designer-led projects tied to this opportunity, with intake, economics, and document discipline connected to the same commercial record.
No designer project is tied to this opportunity yet.