Summary
A sales windfall open deal review is a structured session — typically led by sales, revenue operations, and sometimes finance — designed to identify, pressure test, and strategically pursue unexpected or unusually large in-quarter opportunities that could make a meaningful impact on the forecast. These are deals that weren’t originally expected to close in the period but have surfaced, accelerated, or expanded in ways that create significant upside. This template provides those leading such a review with a standardized structure and agenda to manage these important meetings in a fair and balanced way.
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