One-Page Weekly Pipeline Update
[Your Name]'s Weekly Pipeline Update
Updated on: 07/02/2024
Summary: I've closed $ ___ in [net-new/upsell] ARR this quarter-to-date, compared to my goal of closing $ ___. Including this revenue, I expect to end with:
Worst Case: $ ___ closed by EOQ, if [conditions for this scenario].
Base Case: $ ___ closed by EOQ, if [conditions for this scenario].
Best Case: $ ___ closed by EOQ, if [conditions for this scenario].
✅ Pipeline Development
Discounted pipeline with close dates this quarter is [$ ___], pacing [ahead / behind / on target] of my ARR goal. Pipeline for next quarter sits at [$ ___], compared to my goal of [$ ___]. To stay on track, I built [$ ___] in new, discounted pipeline this month.
‼️ This Week's Priorities
Based on these numbers, my top three priorities this week are:
Priority Account
Key Actions This Week
Account #1
[ Action #1 ]
Account #2
[ Action #2 ]
Account #3
[ Action #3 ]
⛔ Blockers in the Way
To make sure this happens this week, here's where I need input:
Blockers
Support Request
Blocker #1
[ Request #1 ]
Blocker #2
[ Request #2 ]
Blocker #3
[ Request #3 ]
📃 Learnings
New discoveries I'm running with, and worth sharing with the team:
Learning #1
Learning #2
