Recipe: Deal board for swing deals
Create a deal board in Outdoo AI to monitor swing deals, the critical opportunities that will make or break your quota. Use this board to track key activities, identify risks, and provide coaching and support to get these deals across the finish line.
Setting up a swing deals board
Follow this recipe to build your swing deals board and customize it to your needs. If certain CRM fields are not available yet, start with what you have and ask your Outdoo AI admin to add additional fields later.
Step 1: Filter for key opportunities
- In the Create New Board > Filters section:
- Filter by deal status: select "open" deals.
- Filter by forecast category: set to "Commit."
- Filter by amount: set to deals greater than $75k.
- Filter by account tier: focus on "Strategic" accounts.
If your CRM has a field for must-win deals, include it to filter specifically for those opportunities.
Step 2: Customize board columns
Add columns that highlight deal status, momentum, and risks. In the Columns section, include:
- Next Call
- Deal Warning
- ARR Impact Amount (or Amount, Expected Contract Value)
- Close Date
- Trial Expiration Date
- Stage
- Company Tier
- Opportunity Owner
Step 3: Configure tight warning thresholds
Set warnings to flag risks in these critical deals. In the Warnings section, include:
- No Activity for 7 days: make sure reps are actively driving deals toward close.
- No Prospect Response for 10 days: detect ghosting and intervene early.
- 1 or fewer active prospects for 14 days: confirm reps are engaging multiple stakeholders.
- No VP-Level Engagement 60 days before close date: verify that reps have access to decision-makers.
Step 4: Share the deal board
Make sure leadership stays informed about swing deals:
- Click Share board and add stakeholders such as your VP RevOps, SVP Sales, and Head of Solutions Engineering.
- Assign visibility to the relevant teams or regions for each stakeholder.
Step 5: Focus on deals closing this month
Set the time period to highlight deals with immediate deadlines:
- On the Swing Deals Board, set the timeframe to "Closing this month."
- Share the board URL with others or guide them to adjust their view.
Why use a swing deals board?
With this setup you can:
- Stay focused on high-impact opportunities.
- Monitor deal momentum and risks with precise warnings.
- Keep sales and leadership aligned and accountable.
- Deliver timely coaching and resources to close the deals that matter most.
Review and update the board regularly to maintain focus on the opportunities with the highest stakes.