Course · 5 lessons · 23 min
Deals and pipelines
From lead to client, your board, your own stages, and the forecast.
- 1From lead to clientTwo ladders, not one funnel — how a lead moves forward, and how a deal turns it into a client by itself.4 min
- 2The deals boardRead the board at a glance, add a deal, move it from its ⋯ menu, mark it lost, narrow it to one person's deals, and switch to a table.5 min
- 3Your own stages and pipelinesName the stages the way your team talks, add stages of your own, and run a separate board for each way you sell.5 min
- 4Deal risk and the next stepWhat the Low, Watch and At-risk chips mean, what moves a deal between them, and where to find the next thing to do.4 min
- 5Reading the moneyWhere KretaOS shows open pipeline, won revenue and the forecast, and how each number is counted.5 min