Active Deals
Status dashboard of every live engagement. Deal content lives on the deal's page under its Company — this page is just the snapshot.
In flight
| Company | Deal | Value | Stage | Owner | Next action |
|---|---|---|---|---|---|
| ET Design Build | PSA Workflow | $47K | Proposal sent · meeting scheduled | Sam | Walk through proposal on next call |
| B. Jackson | AI Enablement | $32K-$42K | Pitch drafted · intro pending | TBD | Identify intro contact, schedule call |
Recently closed
(none yet)
How to use this page
Update the Stage and Next action columns after every touch. Detailed notes, decisions, and contact info live on the deal page (linked above), not here.
When a deal closes:
- Move the row to "Recently closed" with the close date
- Copy/derive a write-up onto Case Studies for sales reuse
- The deal page itself stays in place under its company
Last updated: 2026-05-24