Opportunity Pipeline Stages Flashcards
20% - Education and Proposal.
A presentation has been conducted and a proposal has been sent and is under review. The operator may be pursuing additional education on comparable products and reviewing our proposal.
85% - Contract(s) Pending.
The proposal has been verbally accepted, contracts have been sent and await signing.
95% - Approval Pending.
All required paperwork has been received and properly submitted to the relevant sales manager and is pending approval.
100% - Closed Won.
The relevant sales manager has confirmed that all required documents are present, properly completed, and marked “Approved” in SFDC.
0% - Closed Lost.
The deal fell through due to inactivity, inability to close, or bad fit
10% - Appointment Scheduled.
A date/time has been set and confirmed to present products virtually or in-person. A corresponding event should be logged at this stage
