Proposal Pipeline Tracker.
Track every proposal from first call to signed SOW in one board.
About this template
A kanban-style board that moves each opportunity through stages like qualified, scoping, proposal sent, negotiation, and closed. Every card carries deal value, expected close date, owner, and days in stage, so stale proposals stand out. Weighted pipeline value and win rate charts show whether next quarter is covered.
The live demo ships with sample data: 28 open and closed proposals for a consulting firm across six stages, with deal values from 8k to 250k, owners, sent dates, and expected close dates.
The prompt behind this template
This is the exact description the Prized agent built it from. Yours can be one sentence: the agent fills in the rest, and you refine from there.
Show the full prompt
Build a proposal pipeline tracker for Northbound Strategy, a 12-person consulting firm in Chicago, where three partners move every opportunity from first call to signed SOW. Layout. A header strip shows weighted pipeline value (about $742,000), open proposals (16), win rate over the last two quarters (37 percent), and average days from sent to close (22). Two tabs below. The Board tab, the default, is a six-column board: Qualified, Scoping, Proposal Sent, Negotiation, Closed Won, Closed Lost, each column headed with its count and total value. Cards carry client and engagement name, deal value, owner chip, expected close date, and a days-in-stage badge. Clicking a card opens a detail dialog with next step notes, sent date, and controls to edit fields or move the card to another stage; a New Proposal button opens the same form empty. The Charts tab pairs a bar chart of open value by stage with a stacked bar chart of won versus lost value by month over the last six months. Data. Seed 35 proposals for a believable mix of named clients: 16 open across the first four stages, 7 won, and 12 lost, with the wins and losses spread across the last six months, values from $8,000 to $250,000, owners Dana Whitfield, Marcus Lee, and Priya Nair, sent dates, stage entry dates, and expected close dates falling within the next quarter. Plant the story: the two largest open deals, at $250,000 and $180,000, have sat in Proposal Sent for more than 35 days with red staleness badges, and together they outweigh the entire Negotiation column, so the board itself says follow up or lose the quarter. Behavior. Weighted value is computed from stage probabilities (Qualified 10 percent, Scoping 25, Proposal Sent 50, Negotiation 70); days in stage comes from the stage entry date; win rate is won divided by won plus lost. Staleness badges apply to open stages only: green under 14 days, amber 14 to 30, red over 30. Cards sort by value, highest first, within each column. The board must look like a real active quarter purely from the seeded proposals. Style. Use an olive green accent for primary actions, column accents, and won states, on a warm light neutral base with a confident, editorial tone.
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