Scenario Planning
Adjust close timing, value and win likelihood across the customer opportunity pipeline.
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Untitled scenario
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Open opportunities
—Existing customer expansionScenario pipeline
—Unweighted opportunity valueWeighted outlook
—Illustrative, not booked workOpportunities changed
—Row-level assumptionsExpected close timing
Weighted opportunity amounts grouped by the close date in this scenario.
Opportunity plan
Change value, win probability, or close date directly in each row.
| Customer | Opportunity / work | Stage | Owner | CRM value | Base win | Base close | Scenario value | Win % | Close date | Weighted | Next step |
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Win probabilities are illustrative stage assumptions. This is a sales planning view: scenario amounts are not signed contracts, invoices, or recognized revenue. Existing closed-won work orders are excluded from open pipeline totals.
