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Active Deals
Status dashboard of every live engagement
Version 1 · June 29, 2026
companies
deals
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# 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: 1. Move the row to "Recently closed" with the close date 2. Copy/derive a write-up onto Case Studies for sales reuse 3. The deal page itself stays in place under its company --- _Last updated: 2026-05-24_
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