Sales Pipeline Showing Seats in Play by Stage
Enquiries are grouped by the stage they have reached, with the seats behind each one. A review then works from a list and not from impressions.
Free desks and the forecast
When the owner asks how the quarter looks, an answer such as a few good ones coming is hard to check. Free desks stay empty while discounts are decided on impressions. The pipeline lists each company, the stage it has reached and the seats at stake. Most centres sell a handful of large deals and a long tail of small ones. The pipeline shows both at once, with no spreadsheet, and without arguing about which colour means what.
The board and what sits on it
A weekly pipeline review that stays short
Twenty minutes is enough if the stages are kept honest.
What it does not tell you
Stage design: questions for your team
- At which step do most prospects stop replying
- Is a tour a stage or an event inside the enquiry stage
- Does a verbal yes count as negotiating or as signed
- Where do broker-led deals sit while the broker talks to the client
Screens either side
Agree the evidence before signing off this part.
Use a representative scenario to decide what this part of the system must show and where review is still needed.
Operating reports
What does one row mean before totals are combined?
Choose one period in “Operating reports” and compare it with the source records. Define the date basis and grouping before accepting a total that combines several kinds of entry.
Background reading: Microsoft: reporting grain and relationships
Frequently asked questions
Can we change the stages?
Yes, at set-up and afterwards. Most operators run five or six. A longer list slows the movement of deals through the pipeline.
How do we see what is stuck?
By days in stage. A quote sent eighteen days ago with no reply sorts to the top on its own.
Does it handle a company taking seats in two centres?
Yes. The deal records both, and the seats count against each building, so neither manager books the same desks twice.
What happens when a deal is won?
It becomes a contract and a member, carrying the plan and the rate that were quoted. Nothing is rekeyed, and the enquiry history stays attached.
Why no win percentage on each deal?
Those figures are guesses dressed as maths. The board shows seats and age, which are facts you can act on.
Can brokers see the pipeline?
Broker access is not part of the board. Ask during scoping if you want a periodic summary sent to your main brokers.
What if a prospect wants a seat later in the year?
Log the move-in date on the enquiry. A deal with a future start date sits in its stage with a dated follow-up, so it neither clutters nor vanishes.
Tell us what you need.
Share your requirements and one of our engineers will come back to you within one business day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements