Sales Deal Room
By stage By priority Table
Company Name
Contact Person
Email / Phone
Stage
Deal Value
Product / Service
Proposal Sent Date
Demo Date
Expected Close Date
Status
Priority
Next Action
Notes
Acme Inc. Jane Doe jane@acme.com+1 555-1234 🧲 Lead – Uncontacted $25,000.00 Team Onboarding Toolkit 0 0 0 ⬜ Open 🟢 Low Send intro email Form submitted via website
BetaSoft John Smith john@betasoft.io+1 555-5678 📞 Contacted – Qualifying $40,000.00 Growth Strategy Sprint 0 0 0 ⬜ Open 🟡 Medium Schedule discovery call Replied positively on LinkedIn
UrbanApps Amy Lee amy@urbanapps.co+1 555-6789 📄 Proposal Sent $30,000.00 Custom Analytics Dashboard 1753142400000 1753401600000 1754784000000 ⏳ Negotiation 🔴 High Prepare for pricing objection Procurement team reviewing terms
ThinkLogic Alex Zhou alex@thinklogic.com+1 555-1111 🖥 Demo Scheduled $18,000.00 Internal Tools Package 1752969600000 1753660800000 1754352000000 ⏳ Follow-up 🟡 Medium Confirm decision timeline Technical team requested trial access
NovaSpace Linda Park linda@novaspace.io+1 555-2222 ✅ Closed – Won $12,000.00 Creator Enablement Suite 1752278400000 1752537600000 1753056000000 ✅ Won 🟢 Low Send onboarding kit Signed on time, paid in full
OldCorp Ltd. Roger Wang roger@oldcorp.com+1 555-8888 ❌ Closed – Lost $50,000.00 Platform License 1749945600000 1750377600000 1750809600000 ❌ Lost 🔴 High Archive Lost to competitor due to pricing
