Recipe: Deal board for next quarter pipe
While most team members 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
- Go to Opportunities > Pipelines, click More Actions > Create Board, and in the 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 team members are doing the right activities to meet business goals. In the Static Fields section, click Add Field and include:
- Amount
- Initial Buyer Persona
- Identified Pain
- Next Call
- Close Date
- Stage
- Opportunity Owner
Step 3: Watch for early-stage risks
Add the Warnings column too, and use these checks as a guide for early-stage deals:
- No activity for 10 days: deals that may have been neglected.
- No prospect response for 14 days: prospects who may have stopped responding.
- Only 1 active prospect over 30 days: make sure team members engage multiple stakeholders early in the cycle.
- No director-level (or above) contact 30 days before close: confirm team members are building access to decision-makers.
Step 4: Set the board to show next quarter
- On the board, use the date filter to show deals closing next quarter.
- Click Share Board to share it with your team, or guide them to set the same timeframe.
Why use a next quarter pipe deal board?
With this setup you can:
- Track early-stage pipeline development and confirm team members are laying a strong foundation.
- Monitor key activities and risks early.
- Align team members 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.
Hope this article was helpful. For any queries, please write to support@outdoo.ai