CRM pipeline

Works like Salesforce or HubSpot. Clean up an inherited pipeline: stages that don't match the evidence, stale dates, no next steps, and an honest forecast.

Your forecast call for Q4 2026

Today is October 19, 2026. Your manager wants the weighted number once the pipeline is clean.

QuickCruit CRM

Opportunities

12 items · Grouped by stage · Open opportunities

Prospecting(0)10%

$0 weighted

No opportunities

Qualified(4)20%

$365,500

$73,100 weighted

Amount
$112,500
Close date
Past due, Sep 21
Next: Send a short agenda for discovery
Amount
$98,000
Close date
Feb 16, 2027
Next: Book the discovery meeting
Amount
$82,000
Close date
Nov 20
Next: Send a short agenda for discovery
Amount
$73,000
Close date
Jan 27, 2027
Next: Send a short agenda for discovery

Discovery(1)40%

$44,000

$17,600 weighted

Amount
$44,000
Close date
Past due, Sep 27
Next: Send the proposal draft

Proposal(2)60%

$171,000

$102,600 weighted

Amount
$79,000
Close date
Nov 1
No next step
Amount
$92,000
Close date
Nov 13
Next: Answer pricing questions

Negotiation(3)80%

$265,000

$212,000 weighted

Amount
$30,500
Close date
Nov 8
Next: Get the contract to legal
Amount
$118,500
Close date
Oct 31
No next step
Amount
$116,000
Close date
Nov 4
No next step

Closed won(1)100%

$68,000

$68,000 weighted

Amount
$68,000
Close date
Oct 10

Closed lost(1)0%

$60,500

$0 weighted

Amount
$60,500
Close date
Oct 13

Q4 2026 weighted forecast $399,000

Today is October 19, 2026

Pipeline review

Clean up the pipeline you inherited

Fatima got moved to another territory on short notice, so as of today Fatima's open deals at Lakeshore Family Health are yours, all on-site employee health programs. I run Friday's forecast review off whatever the pipeline says, so it has to be honest by then.

Go deal by deal. The stage has to match what has actually happened: check the activity against the stage guide and pull back anything that got ahead of itself. Some close dates are already behind us. Use the date the buyer gave, not a guess, and give every open deal a next step with a due date.

If one looks like it's slipping, flag it and tell me why. And make sure every deal has someone on the buyer's side who can actually sign.

Jasper Whitlock at Pinecrest Credit Union is waiting to hear from us, so send Jasper a follow-up from the deal's activity today. The assistant can draft it. You're the one sending it.

Then send me your weighted forecast for the quarter. That's the number I take into the room.

Lakeshore Family Health is a made-up company. A practice scenario, built for you.

Move each deal to the stage its activity supports
Replace close dates that have already passed
Give every open deal a next step and a due date
Flag the deal at risk, and say why
Make sure every deal has an economic buyer
Send Jasper at Pinecrest Credit Union a follow-up email
Call the weighted forecast for Q4 2026