Qualified pipeline
Show opportunities that passed the readiness filter and have a real next step.
- Readiness
- Stage reason
- Next step
Pipeline Dashboard
See the next action.
A technical supplier dashboard should not be a prettier CRM dump. It should show which qualified opportunities need action this week, which proposals are at risk, and where specialist capacity is being spent.
Direct answer
A dashboard should show action, not activity.
The useful view shows qualified opportunity count, readiness score, stage reason, owner, next action, stale reason, proposal risk, specialist involvement, and expected movement this week.
Follow-up risk
Surface stale opportunities, missing buyer input, proposal risk, and owner tasks.
- Stale
- Missing input
- Owner task
Specialist usage
Show where experts are involved and whether the opportunity deserved that capacity.
- Expert involved
- Reason
- Outcome
Dashboard fields
Keep the operating view narrow.
A weekly dashboard works when it helps the team choose actions, not when it tries to explain every detail.
Top row
Qualified opportunities, open proposals, stale opportunities, specialist-assisted opportunities, and new high-value inquiries.
- Qualified
- Open proposals
- Stale
Risk row
Missing input, no next action, deadline risk, wrong owner, and low-readiness specialist usage.
- Missing input
- Deadline risk
- Wrong owner
Action row
Owner task, buyer homework, specialist review, leadership escalation, nurture, or disqualify.
- Owner task
- Escalate
- Disqualify
Related paths
The dashboard depends on the fields underneath.
If intake, routing, and proposal follow-up are weak, the dashboard will only make the mess visible.
Power and BESS fields
Use this when the CRM needs the right fields before the dashboard can be trusted.
- Fields
- Readiness
- Owner
Proposal system
Use this when proposal status and risk need to feed the dashboard.
- Proposal status
- Risk
- Follow-up
Benchmarks
Use this proof asset to decide which dashboard metrics matter first.
- Response
- Handoff
- Proposal
Next step
Start with the audit.
If there is a measurable revenue problem worth fixing, the Revenue Audit shows whether a Revenue System Sprint is the right next move.
Apply for a Revenue Audit