Your Pipeline

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After this lesson you'll be able to find your Technology deals, move one through its stages to won, and read your dashboard at a glance.

Here is why this lesson exists: the pipeline views are not a reporting formality. They are the working surface the whole business reads. The proposal team decides what to price next from these views. Leadership reads the forecast from these views. When a deal of yours sits with a stale stage or a blank close date, it is not a private mess — it is a wrong number on somebody else's screen. Keeping your slice of the pipeline current is the single highest-leverage habit on this desk, and it costs about ten minutes a day.

Where your deals live

Your work sits in a few saved views. Open the view dropdown at the top of the Opportunities list and you'll find:

• Proposal Pipeline — the active queue, sorted by proposal due date. This is your morning landing spot: the top of the list is literally your day.
• Bid Tracker — a board view of bids grouped by Bid Status, so you can see the whole flow at once: RFP Received → Scoping → Bid Submitted → Shortlisted → Won / Lost / No Bid. Drag a card to move a deal.
• Pipeline by Business Unit — everything rolled up by vertical, so you can isolate Technology from Venue Services and Media & Sponsorship.
• Top Open Deals — open deals sorted by value, for when you need to know where the money is concentrated.

Grouped views also carry live totals: each group header shows a record count and a revenue sum, and the footer totals the whole view. When you filter, the totals recompute. That means the view itself answers "how much is in Scoping right now" without exporting anything.

Moving a deal forward

As a deal progresses, keep its stage and bid status current — that's what keeps everyone's dashboards accurate.

1. Open the opportunity.
2. Update the Stage as the relationship moves (e.g. Meeting → Proposal).
3. Update Bid Status as the bid itself moves (e.g. Scoping → Bid Submitted).
4. When it lands, set Bid Status to Won and fill in the close details — including the completion date, which the platform requires on a win.

One nuance worth knowing early: some status changes happen for you. When a proposal PDF goes out from the Proposal Engine, the deal's bid status moves to Bid Submitted automatically. So if a deal looks like it jumped forward on its own, check the attached documents — the system recorded real work. The full stage-versus-bid-status picture is in Managing Your Deals.

Common mistakes

Two more habits to avoid:

• Letting a dead deal sit open. If a bid is not happening, mark it No Bid or Lost the day you know. Open-but-dead deals inflate the forecast and waste the proposal team's attention.
• Updating stage but not bid status (or the reverse). They answer different questions and both feed reporting. Touch the deal once, update both.

Your dashboard tab

The ANC 2026 Company Dashboard has tabs by vertical. Open the Technology tab to see your booked revenue, margin, and forecast in one place — no spreadsheet needed. After your morning pipeline pass, one glance here confirms your updates rolled up.

What good looks like

Before you consider your pipeline "clean," every open deal of yours should pass this bar:

If you can hit that bar daily, status meetings about your deals become read-outs instead of interrogations.

Now you try →

Open your Proposal Pipeline view, pick one deal, and move its stage forward one step. Then open the Technology dashboard tab and watch the rollup.

👉 Open the CRM

Related lessons:

• Managing Your Deals — stage vs. bid status in depth, and closing deals honestly.
• Proposals & Due Dates — the due-date discipline that drives this queue.
• Reading Your Dashboard — the numbers your pipeline hygiene feeds.