Drag an opportunity card from one stage column to another to update its stage. Closed Lost will prompt for a Lost Reason.
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Incremental MRR Pipeline
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One-off Pipeline
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Won Inc. MRR (Qtr)
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Win Rate
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Avg Incremental MRR
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Avg Sales Cycle
Pipeline by Stage
Forecast Summary
Category
Count
Total Amount
Weighted
Closing This Month
Name
Account
Incremental MRR
Stage
Close
Owner
New Opportunity
Opportunity Information
Required — give this opportunity a name.
⚠️ Now Account ID needed — please add it before saving.
Required — pick where this opportunity came from.
Required — pick the channel.
⚠️ This partner requires a Partner Billing ID — please add it before sending to Onboarding.
Deal Details
Required — when do you expect to close?
Estimated Value
Internet MRR */mo
Required.
Voice MRR */mo
Required.
Mobile MRR */mo
Required.
$0
New MRR /mo— auto
One-off Revenue
Manual — optional
Reduction MRR /mo
Manual — for upgrades/replacements
$0
Incremental MRR /mo— auto
Contact Information
Required — first name.
Required — last name.
Reassign Opportunities
Log Call
Log a Meeting
Adds a reminder to your Outlook calendar — no invite is sent to anyone. To invite a customer, create the meeting in Outlook instead (it syncs back here).
📋 Ready for Onboarding
The Onboarding team needs this opportunity's details to set up the
customer in Salesforce.
Click Copy Onboarding Details below.
Click the form link to open the Onboarding form.
Paste the copied details into the form's details box.
Closing an opportunity as Lost requires a reason + the stage at which it effectively died, so Sales Ops can track loss patterns by stage.
Why is this opportunity on hold?
On Hold is for genuine externally-driven pauses (budget freeze, leadership change, defined reactivation date). Both fields required.
Decision Pending — record your win probability
The customer has confirmed an active evaluation with a timeline. Capture your honest win % + a one-line justification you'd defend to the leadership team.
Entry
Exit
Import Opportunities from Salesforce
Drop the unmodified Salesforce report — the importer reads only the columns it needs and ignores the rest.
Re-running the same file is safe (rows match by Salesforce Opportunity Id).