Combined Pre-Sales and Sales view

Sales Management

Monitor Pre-Sales and Sales together, compare daily submissions, coordinate approvals, and manage the handoff from qualified requirements to customer acquisition.

Daily updates submitted88%On-time today
Department members25Employees assigned to this team
Pending approvals2Waiting for manager review
Future work plans21 updates approved
Pre-Sales team11 employees
Open team
Updates today10 / 11
Pending approval2
Future plans4
Daily submission91%
Sales team14 employees
Open team
Updates today12 / 14
Pending approval3
Future plans5
Daily submission86%
Combined workflow

Pre-Sales → Sales handoff

Approved requirement and proposal work moves directly into the Sales team's assigned-work queue.

Pre-Sales updateAdmin approvalSales allocation
Department purposeManage the complete operational sales lifecycle from lead qualification through onboarding.

Scope of work

Operational areas owned by this department

  • Lead management
  • Requirement gathering
  • Proposal and quotation management
  • Opportunity progression
  • Customer onboarding

Department KPIs

Performance indicators from the requirements report

  • Qualified leads
  • Sales conversion rate
  • Proposal turnaround
  • Customer acquisition
  • Handoff completion

Key result areas

Primary outcome areas for the team

  • Lead qualification
  • Pipeline management
  • Customer relationship management
  • Sales performance
  • Handoff quality

Roles & responsibilities

Expected daily ownership and contribution

  • Qualify leads
  • Conduct client meetings
  • Prepare proposals and quotations
  • Progress business opportunities
  • Maintain customer relationships

Workspace tools

Daily work monitoring for this department

Update completion

Today's team submission rate

88%Submitted
Submitted 84Awaiting review 2Not submitted 7

Latest work activity

Recent daily updates and future work plans

Work itemOwnerDue dateProgressStatus
Pre-Sales qualification summaryCompleted work, blockers, evidence, and next actions submitted for review.Ananya RaoToday
100%
Pending approval
Sales follow-up planPlanned priorities, expected outcomes, dependencies, and required support.Kabir ShahTomorrow
20%
Pending approval
Proposal and quotation reviewCompleted activity and outstanding actions reviewed by the department manager.Maya SinghAug 08
100%
Approved
Customer onboarding preparationPreparation tasks and cross-department dependencies for the next milestone.Rohan NairAug 12
62%
In progress