Created by Stefanos Karakasis.

Format by Fluint.

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[Your Name]’s Weekly Pipeline Update

Updated on: July 2, 2024


Summary: I’ve closed € ___ in [net-new/upsell] ARR this quarter-to-date, compared to my goal of closing. € ___ . Including this revenue, I expect to end with:


Pipeline Development

Discounted pipeline with close dates this quarter is [€ ___ ], pacing [ahead / behind / on target] of my ARR goal. Pipeline for next quarter sits at [€ ___ ], compared to my goal of [€ ___ ]. To stay on track, I built [€ ___ ] in new, discounted pipeline this month.

This Week’s Priorities

Based on these numbers, my top three priorities this week are:

Priority Account Key Actions This Week
Account #1 [ Action #1 ]
Account #2 [ Action #2 ]
Account #3 [ Action #3 ]

Blockers in the Way

To make sure this happens this week, here’s where I need input:

Blockers Support Request
Blocker #1 [ Request #1 ]
Blocker #2 [ Request #2 ]
Blocker #3 [ Request #3 ]

Learnings

New discoveries I’m running with, and worth sharing with the team: