---
title: "Recipe: Deal board for next quarter pipe"
url: "https://help.outdoo.ai/en/article/recipe-deal-board-for-next-quarter-pipe"
language: "en"
last_updated: "2026-10-23T02:56:57.885Z"
---

# Recipe: Deal board for next quarter pipe

Learn how to create a custom deal board in Outdoo AI to track your team's pipeline generation activity and early-stage deals for the next quarter.

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

## Related articles

-   [Create and manage deal boards](https://help.outdoo.ai/en/article/create-and-manage-deal-boards)

-   [Use deal boards](https://help.outdoo.ai/en/article/use-deal-boards)

-   [Recipe: Deal board for renewals](https://help.outdoo.ai/en/article/recipe-deal-board-for-renewals)