Meridian
$2,000/mo
Daylight
$1,200/mo
Goodwell
$2,400/mo
Fable
$1,600/mo
The actual screen.
Customer relationship management
New Lead
Discovery
Qualified
Solution
Proposal
Decision Negotiation
Contract Sent
In this example
$7,200
of potential MRR
Potential revenue
Know which deals can actually move the number.
See potential MRR by stage and expected close date on a board built for one person—not a sales department with automation, admin, and fields you will never use.
What could change revenue next?
Every open deal carries a potential monthly value, so the board shows business impact rather than a count of conversations.
DecidesWhether the pipeline is large enough for the MRR goal
What is closest to closing?
Drag a deal from new lead through to contract sent, and only the late stages count toward potential MRR.
DecidesWhich conversation deserves attention this week, and which close date is slipping
What happens when I win?
A won opportunity becomes a recurring-revenue client instead of becoming another item to copy into another tool.
DecidesWhen potential revenue becomes something you can spend against
What you enter
Only the inputs you can explain.
Give each opportunity a name, potential MRR, stage, and expected close date. Move it only when the conversation moves.
What happens after won
A closed deal should change more than a board column.
Mark the opportunity won and its value moves into committed MRR. That new recurring revenue then flows into the runway calculation.
See what revenue buys