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Command

Sales

Store X

Opportunity record with stage path, health, forecast, commercial history, and next best action.

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Opportunity Header

Stage

-

Owner

-

Segment

-

Proposal

In Progress

Amount

-

Target Close

-

Deposit

Pending

Health

0 • Critical

Revenue Path

NL

New Lead

Lead Intake

Open

IS

Intake Sent

Lead Intake

Open

IC

Intake Completed

Lead Intake

Open

Q

Qualified

Qualification

Open

DB

Discovery Booked

Discovery

Open

DC

Discovery Completed

Discovery

Open

FU

Post-Call Follow-Up Sent

Discovery

Open

PG

Proposal Gate Review

Proposal Prep

Open

SD

Sourcing Direction / Shortlist

Proposal Prep

Open

PP

Formal Proposal in Preparation

Proposal Prep

Open

PS

Proposal Sent

Proposal Prep

Open

PR

Proposal Review Scheduled

Review & Revision

Open

RN

Revision / Negotiation

Review & Revision

Open

DR

Deposit Requested

Acceptance

Open

DP

Signed / Deposit Pending

Acceptance

Open

DE

Deposit Received

Acceptance

Open

PR

Production Released

Production

Open

IP

In Production

Production

Open

FP

Final Payment Requested

Delivery

Open

FR

Final Payment Received

Delivery

Open

DS

Delivery Scheduled

Delivery

Open

DL

Delivered

Delivery

Open

SC

Support / Closeout

Closeout

Open

RR

Review / Referral / Next Room

Expansion

Open

CL

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.

Not packaged

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

Store X

Account Name

—

Stage

—

Owner

—

Project Name

—

Segment

—

Estimated Deal Size

—

Target Close Date

—

Buying Window

—

Project Type

Design Firm

Credit Review Status

—

Proposal Status

In Progress

Proposal Issue Date

—

Proposal Expiry Date

—

Revision Count

—

Deposit Received Date

—

Production Release Status

—

Delivery Status

—

Next Step

Schedule follow-up call

Next Step Due

—

Scope Summary

—

Notes

Interested in full house package

Sales OS Gates

The checkpoints that decide whether this deal is actually ready to move.

Open

Proposal

In Progress

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.

No next step dueHealth 0

Next Best Action

Schedule follow-up call

Decision-maker unclear
Budget unknown
Timeline unclear
Scope incomplete
No next step scheduled

Suggested Moves

Create a proposal gate before formal quote work begins.
Keep next steps inside seven days to protect momentum.
Use the War Room for high-value deals with stale activity or blockers.

Research Web

Quick account and project research from the opportunity desk.
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Designer Program

Designer-led projects tied to this opportunity, with intake, economics, and document discipline connected to the same commercial record.

0 linked
Open Designer Program

No designer project is tied to this opportunity yet.