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ITG GroupTeam portal
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Portal โ€บ Trackers โ€บ Pipeline & Orders
๐Ÿ“‰ ITG OS ยท Trackers

Pipeline & Order Status

Live deals from lead to install, on one board. Seeded from the Deals in Motion threads โ€” each card shows the provider being sold, an estimated value, the owner, and the next step. Move a deal by editing the stage in the data, or use this as the shared view in your pipeline reviews.

Values are estimates. ITG's deal records don't yet carry dollar amounts, so the figures here are ITG-derived placeholders (from current MRC where a client is already billing, or a rough deal size) purely to make the board usable โ€” replace them with real quote values. Stages: Lead (signal) โ†’ Qualifying โ†’ Quoting / Proposed โ†’ Order & Install โ†’ Won. The order/install column is where quote-to-cash status will live once orders are tracked per provider.

ยฉ ITG Group ยท Internal use only.