Sales pipeline management and forecasting. Use when tracking opportunities, forecasting revenue, or managing deals.
| Stage | Definition | Exit Criteria |
|---|---|---|
| Prospecting | Initial contact, qualification | Meeting scheduled |
| Discovery | Understanding needs | Pain points identified |
| Demo | Product demonstration | Technical fit confirmed |
| Proposal | Commercial offer | Proposal sent |
| Negotiation | Terms discussion | Agreement on terms |
| Closed Won | Deal signed | Contract executed |
| Closed Lost | Deal lost | Post-mortem completed |
Forecast = Σ (Deal Value × Stage Probability)