Relationships

Sales Pipeline

Membership recruitment, sponsorship deals and advertising sales tracked as opportunities. Replaces the spreadsheet the membership manager currently keeps.
BoardListForecast+ New opportunity
Membership recruitmentSponsorshipAdvertising & directoryTraining sales
Open pipeline
$86,400
38 opportunities
Weighted forecast
$41,900
This quarter
Won YTD
$64,200
▲ 22% on last year
Win rate
41%
Avg 34 days to close

Enquiry

11 · $18.2k
Bay Street Physio
Standard · $895
Web formA.M.
Southburn Dairy
Premium · $1,495
ReferralJ.P.
+ 9 more

Contacted

9 · $21.4k
Caroline Bay Cafe
Small Business · $495
Follow up 24 Sep
Pareora Packhouse
Premium · $1,495
Meeting booked
+ 7 more

Proposal sent

7 · $24.8k
Vertex Logistics
Corporate · $4,000
70%14d
Opihi Wines
Standard · $895
50%
+ 5 more

Negotiation

4 · $12.0k
Aoraki Energy
Awards naming rights · $8,000
90%
+ 3 more

Won

7 · $10.0k
Hilltop Digital
Small Business · $495
Invoiced
Geraldine Valley
Small Business · $495
Paid
+ 5 more
Won → money: moving an opportunity to Won triggers the same flow as an approved application — organisation created or updated, membership term started, invoice raised in Xero, welcome sequence sent. Sponsorship deals raise a sponsorship invoice against the event or programme instead, coded to its own Xero account and tracking category.