Peak CRM · Template · Deal review
Deal review
in ten minutes.
A template for the deal review: check status, risk and next action in a structured way. Three steps, one checklist, one example to work through.
Where do you want to make progress?
Read the latest entry in the history.
Status. Risk.
Next action.
A good review ends with an action.
Not with an opinion. Go through every important opportunity with the same three questions: where does it stand, what threatens it, what happens next? You record the answer right in Peak CRM.
Have this ready for the review.
- The list of open opportunities
- The history of each opportunity
- Open quotes from the overview
The learning path
A review in three steps.
Clarify the status
Where does the opportunity really stand, regardless of the pipeline stage?
- Read the latest entry in the history.
- Check whether the pipeline stage is still right.
- Correct the stage if it is outdated.
The stage matches the actual status.
If you get stuck
When the review gets stuck.
The review takes too long.
Limit it to opportunities that changed since the last review or have no next step.
Nobody wants to close an opportunity.
An honestly closed opportunity makes the pipeline easier to read. Agree together when an opportunity counts as lost.
Can I save the template in Peak CRM?
This template is a learning view. You record status and next steps directly on the opportunity and contact in Peak CRM.
Your quality check
Is your review complete?
Tick what you have checked. Your selection stays in this view only.
0 of 3 points checked
What this article is based on.
Editorial template with made-up sample data. Pipelines, opportunities and next steps exist in Peak CRM; the template itself is not saved.
- Editorial demo
Editorial example with made-up sample data. Contacts, history, opportunities, next step, work list, quotes and pipelines exist in Peak CRM today; everything else is marked as example or planned.
Reviews that move things.
Add your opportunities in Peak CRM and record the next action after every review.
Frequently asked questions
Do I need Peak CRM for the template?
No, the questions work anywhere. In Peak CRM stage, history and next step already sit on the opportunity.
How often should I review deals?
Regularly on a fixed rhythm, for example weekly. What matters is that every deal has a next step.
Does the template score deals automatically?
No. Automatic deal analysis is planned; the template is for people.