Recipe: Deal board for next quarter pipe
While most reps focus on meeting their current quota, sales leaders know that building a strong pipeline is what drives long-term results. You can create a custom deal board in Outdoo AI to track your team's pipeline generation activity for the next quarter.
Setting up a next quarter pipe deal board
Follow this step-by-step recipe to create a deal board that tracks early-stage pipeline development. Customize it as needed, and check with your Outdoo AI admin to add any missing CRM fields.
Step 1: Filter by relevant deal stages
- In the Create New Board > Filters section:
- Filter by deal status: select "open."
- Filter by stage: choose CRM field values for early-stage deals, such as Discovery, Qualification, or Presentation 1 (or equivalent stages in your process).
This ensures the board focuses on deals in the foundational stages of the sales process.
Step 2: Customize board columns
Add columns that show whether reps are doing the right activities to meet business goals. In the Columns section, include:
- Amount
- Initial Buyer Persona
- Identified Pain
- Next Call
- Close Date
- Stage
- Opportunity Owner
Step 3: Configure warnings
Set flexible warning thresholds that fit early-stage deals. In the Warnings section, configure:
- No Activity (10 days): flag deals that may have been neglected.
- Ghosted (14 days): identify prospects who may have stopped responding.
- Not Enough Contacts (1 active prospect, 30 days): make sure reps are engaging multiple stakeholders early in the cycle.
- No Power (director level or above, 30 days before close): confirm reps are building access to decision-makers.
Step 4: Set the board to show next quarter
- On the Next Quarter Pipe board, set the time period to "Closing next quarter."
- Share the board URL with your team or guide them to adjust their view to reflect this timeframe.
Why use a next quarter pipe deal board?
With this setup you can:
- Track early-stage pipeline development and confirm reps are laying a strong foundation.
- Monitor key activities and risks with tailored warnings.
- Align reps with buyer needs at the start of the sales process.
- Make sure your team is well-positioned to meet future quotas with a healthy pipeline.
Review and refine the board regularly to keep a steady flow of quality opportunities coming through for the next quarter.