Hot Revenue Opportunities: How to Work the Pipeline

The Hot Revenue Opportunities table exists to keep you focused on the deals most likely to close soon. Use it as your daily revenue checklist.

What you are looking at

• Opportunity: the planning need or deal title
• Client: which client it belongs to
• Value: your estimated revenue value
• Status: where it is in your pipeline (Identified / In Progress / Hot Lead)

Status definitions (use these consistently)

Identified — you have spotted a need, but it has not been actively advanced.

• Example: “Estate documents appear outdated, needs review.”
• Next step: schedule a review call or request missing info.

In Progress — you are actively working the opportunity.

• Example: “Client provided data, proposal being prepared.”
• Next step: book decision meeting, finalize quote, or confirm documents.

Hot Lead — client is engaged and a decision is pending.

• Example: “Client asked for final numbers, deciding this week.”
• Next step: same-day follow-up. Do not let it cool off.

Daily pipeline routine (10 minutes)

1. Open the Hot Opportunities table.
2. Pick the top 3 items by urgency and value.
3. Advance each one: book a meeting, send a document request, or deliver the proposal.
4. Update the status on the Opportunities page so your numbers stay accurate.

Common mistakes

• Leaving everything as Identified: your pipeline becomes meaningless.
• Inflating values: your revenue reporting becomes noise.
• No next action: “Hot lead” without a next step is wishful thinking.

Related articles

• Revenue Opportunities: Add and Manage Opportunities