RGDM OS
08 // SALES PIPELINE

Prospects & deals

Real prospects · weighted forecast · stage progression

Sales Pipeline

Agency prospective clients & revenue forecast

Pipeline Value
$0
4 active deals
Weighted Forecast
$0/mo
Probability-adjusted
Won Revenue
$0/mo
0 won deals
Win Rate
0%
0W / 0L

Pipeline Funnel

Lead
1 deal $0
Qualified
2 deals $0
Discovery
0 deals $0
Proposal
1 deal $0
Negotiation
0 deals $0
Stage
Source

Cody Fajardo — DTQB Training

Cody Fajardo

$0
/month
Proposal Referral Close: 2026-05-15
Website Landing Pages Brand Identity Marketing Playbook

$1,500 flat buildout (worth $8K market). Proposal sent 2026-04-02. Awaiting deposit. CFL Grey Cup MVP, 100+ QBs trained, Reno NV. 15-year friend.

Updated 6d ago
How to Read This Report

Pipeline value is the total potential revenue across all active deals. Weighted forecast multiplies each deal's value by its stage probability (e.g., a $10K deal at 50% probability = $5K weighted).

Deal stages: Discovery (10%) → Qualification (25%) → Proposal (50%) → Negotiation (75%) → Closed Won (100%) / Closed Lost (0%). Probability reflects historical close rates at each stage.

Win rate is won deals divided by total closed (won + lost). Industry benchmark for agency services is 20-30%. Below 20% suggests qualification issues; above 40% suggests you're not reaching enough prospects.

Funnel visualization shows deal count and value at each stage. A healthy funnel is wider at the top (many prospects) and narrows toward close. A funnel that's flat or inverted needs more top-of-funnel activity.