Pipeline summary
New deal
Required * · Entity auto-assigned from services · Known clients auto-populate
CLIENT & PROJECT
Required
Required
Required
Required
Required
SERVICES *
Architecture
Interior Design
Procurement
Project Mgmt
Contract Admin
Fixed Asset Acctg
Select at least one service
No services selectedSelect services — entity auto-assigned.
ESTIMATED FEES
By service line — populates Exhibit B automatically.
Arch
ID
Proc
PM
CA
FAA
Total estimated fees$0
SERVICES NOT INCLUDED *
Required — must be explicitly addressed. If nothing excluded write "No services are excluded." Goes directly into the proposal and triggers Nick's review if standard language changes.
Required — explicitly state what is not included.
NEXT ACTION
Customers
Contact data — Company names, reps, fees, and deal history are from your Excel tracker. Contact names and emails appear only where they existed in the source file (7 of 286 clients). All blank fields are ready to populate.
| Client | Contact | Segment | State | Country | BD owner | Deals | Total fees | First RFP | Last activity | Status |
|---|
Premier
Portfolio Company Sales Reporting