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INTRO

Weekly Pipeline Review

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Perform a weekly pipeline and forecast review. Confirm accuracy of stages, amounts, close dates, and forecast categories. Leverage the MEDDIC qualification framework to methodically qualify your opportunities.

PREP required: Verify close dates, amounts, and stages are all accurate.

We prepared to discuss a next step Desired Outcome (D.O) and MEDDIC qualification questions to each opportunity: https://www.swotanalysis.com/4244/MEDDIC
AUTHOR
SWOTAnalysis.com
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A
Judy Butler
10:15pm
Burt Crumb
10:16pm
@JaneSmith goes to the ocean
Went surfing today and rode a huge wave
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18
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MS
Marty
#-unique-message-filter
March 23
MARKETING SEO -Win the market and all the users for years to come
0
#samplenotes

0%

THIS MONTH

JB
Closing THIS month
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0%

NEXT MONTH

JB
Closing NEXT month
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0%

LATER

JB
Closing 3-4 months out
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0%

FORECAST

JB
Our metrics
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0%
$xxx BOOKED vs goal of $xxx, change of $xxx WoW 
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21
%
0%
$xxx FORECAST vs goal of $xxx, change of $xxx WoW  [High =$xxx , low=$xxx] 
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21
%
0%
$xxx PIPELINE vs goal of $xxx, change of $xxx WoW 
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21
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0%
$xxx MEETINGS HELD vs goal of $xxx, change of $xxx WoW 
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21
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0%
$xxx STAGE CHANGE up by $xxx, change of $xxx WoW 
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21
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0%
XX reps with 4x pipeline coverage 
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21
%
0%

LEADERBOARD

JB
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0%
$xxx - Mike Moore, $xxx active pipeline, XX meetings held 
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21
%
0%
$xxx - Molly Glass, $xxx active pipeline, XX meetings held 
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21
%
0%

HELP

JB
Deal that Need Attention
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%

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%
 
21
%
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