Deal Review Template Instructions
Complete all possible fields in just a few minutes. Add your CRM Opportunity link to the CRM field for easy reference. (Your CRM opportunity link will only be accessible to your company employees. )
Share the results of your deal review preparation with your team or manager by simply clicking the share via PDF button.
Deal Review Sheet Purpose
A Deal review conversation starter that takes only a few minutes to complete.
A consistent format to get a baseline on deal ingredients before starting a deal review.
Helps improve forecasting accuracy.
