One of the most common challenges in sales is losing overview. Price quotes are sent out, clients don’t respond, and after some time it’s no longer clear what stage each deal is in.
The solution is a systematic approach to quote statuses combined with a visual overview using Kanban.
What Are Quote Statuses?
A quote status represents a specific stage in the sales process, such as:
- Created
- Sent
- Won
- Lost
Properly defined statuses help you understand where each deal stands and what the next step should be.
Why a Simple List of Quotes Isn’t Enough
A traditional list of price quotes displays the data, but once the number of deals grows, it quickly becomes difficult to manage. Salespeople are left wondering which quotes deserve attention first.
Kanban solves this problem visually.
Kanban as a Visual Management Tool
Kanban displays your price quotes in columns based on their status. At a glance, you can see:
- How many quotes are waiting for a response
- Which ones are in progress
- Which deals are closed
You can move quotes between statuses with a simple drag-and-drop action, making the whole process fast and intuitive.
Better Decision-Making
With Kanban and clearly defined quote statuses:
- You won’t forget about ongoing deals
- You can focus on quotes with the highest potential
- You gain insight into your overall sales performance
This data becomes a valuable foundation for improving your sales process and making smarter decisions.
Conclusion
Having a clear overview in sales doesn’t happen by accident. It’s the result of well-defined processes and the right tools that allow you to see the entire sales picture in one place.
