Showing
The numbers
Pipeline = New + In-Progress + Submitted. On Hold is reported separately.Where the work sits
click to drill inWhich line
click to drill in
Value shown is pipeline TCV; count is every opportunity on that line.
Who is buying
click a customer for all their dealsWon vs lost
Won
Lost
Needs attention
open deals not followed up recentlyThe opportunities
Columns to show
Every opportunity
Import from the workbook
nothing is written until you confirm
Drop in Dynamics_Proposals_Pipeline.xlsx. The Combined tab is read as canonical.
Statuses are normalised to the seven stages, values and dates are parsed, and anything that
doesn't map cleanly is held back for you to decide — nothing is guessed.
Drop the workbook here
or click to choose a file — .xlsx or .csv
What came out
Column mapping
check this before you commitNeeds your call
these statuses can't be mapped safely — pick a stage, or leave them outWhat will change
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