Sales Deal Summary

Account: [Company name] Owner: [Rep / account executive] Last updated: [Date] Reviewed by: [Manager]

---

1. Deal snapshot

Field	Detail
Account	[Company name]
Type	[New business / Expansion / Renewal]
Segment / region	[Segment, region]
Annual value	[$ per year]
Total contract value	[$ over the full term]
Term	[e.g., 24 months]
Stage	[Pipeline stage]
Forecast category	[Pipeline / Best case / Committed]
Expected close date	[Date]
Confidence	[Low / Medium / High] — [one-line reason]

2. Pain and business case

[What problem is driving this purchase, and why now? Quantify the cost of the problem and the value of solving it where you can — revenue at stake, time lost, risk carried, or growth blocked.]

• Trigger / compelling event: [What makes this urgent — a deadline, a contract ending, a new mandate.]
• Quantified value: [The number that justifies the spend in the buyer's terms.]

3. Stakeholder map

Name	Title	Role	Relationship
[Name]	[Title]	Economic buyer	[Strong / Building / None]
[Name]	[Title]	Champion	[Strong / Building / None]
[Name]	[Title]	Decision-maker	[Strong / Building / None]
[Name]	[Title]	Influencer	[Strong / Building / None]
[Name]	[Title]	Internal coach	[Strong / Building / None]

[Note any blockers or stakeholders you have not yet reached.]

4. Solution and scope

[What is the customer actually buying? List the products, tiers, seats, or services in scope.]

• In scope: [What is included.]
• Out of scope: [What is explicitly excluded, to prevent later disputes.]
• Success criteria: [How the customer will judge whether this worked.]

5. Competition

Alternative	Status	Our differentiation
[Competitor / status quo]	[Active / Eliminated]	[Why we win here]
[Do nothing]	[Active]	[Cost of inaction we have shown them]

6. Risks and mitigations

Risk	Likelihood	Mitigation	Owner
[Budget not approved]	[High / Med / Low]	[Plan to address it]	[Name]
[No access to economic buyer]	[High / Med / Low]	[Plan to address it]	[Name]
[Competing priority / freeze]	[High / Med / Low]	[Plan to address it]	[Name]

7. Close / mutual action plan

Step	Owner	Date
[Confirm requirements / scope]	[Us]	[Date]
[Stakeholder demo / proof]	[Us + them]	[Date]
[Pricing and terms agreed]	[Us + them]	[Date]
[Legal / security review]	[Them]	[Date]
[Signature]	[Them]	[Date]

Next single step: [The one action that most advances the deal this week.]