GFS Design System — CRM / Sales Pipeline Portal

Sales CRM

Brand System v10.0 — CRM Portal

CRM &
Sales
Pipeline

Prospect. Qualify. Close. Grow.

Full-cycle sales pipeline management for GFS commodity food sales. Lead capture, opportunity tracking, customer visit logging, territory management, competitive intelligence, and revenue forecasting — all synced with NetSuite CRM.

Pipeline Leads Territories Intel Forecast

CRM Portal

Pipeline $2.4M Active
Opportunities 47 Open
Reps 6 Active
Win Rate 34% (trailing 90d)
System NetSuite CRM

C1 Sales Dashboard Pipeline Value, Win Rate, Revenue Forecast, Opportunities by Stage

Pipeline Value

$2.41M

+$340K vs. last month

Open Opportunities

+8 new this month

Win Rate (90d)

34%

+4.2% vs. prior quarter

Revenue Forecast (Q3)

$1.82M

92% confidence

Opportunities by Stage

Prospect

$420K

Qualification

$580K

Proposal

$640K

Negotiation

$520K

Closed Won

$250K (MTD)

■ Pipeline refreshes hourly from NetSuite CRM. Win rate calculated on trailing 90 days. Forecast uses weighted probability model.

C2 Lead Management New Leads, Source Tracking, Qualification Scoring, Assignment

Lead Sources — Last 30 Days

Trade Shows

Website / Inbound

Referral

Cold Outreach

Recent Leads

Lead	Company	Source	Score	Assigned To	Date	Status
Sarah Chen	Midwest Food Distributors	IDDBA 2026	85	M. Levine	2026-05-17	Hot
James Rivera	Coastal Grocery Group	Website	72	D. Kowalski	2026-05-16	Warm
Maria Gonzalez	Southwest Foodservice	Referral	68	R. Patel	2026-05-15	Warm
Tom Brennan	Great Lakes Cheese Co-op	Cold Call	40	Unassigned	2026-05-14	New
Karen Wu	Pacific Rim Foods	IDDBA 2026	91	M. Levine	2026-05-13	Hot

Quick Lead Entry

Add a new lead from trade show badge scan, business card, or manual entry. Auto-scores on company size, segment, and geography.

■ Lead scoring uses weighted model: company revenue (30%), product fit (25%), engagement signals (25%), geography (20%). Score 70+ auto-assigns to territory rep.

C3 Opportunity Pipeline Kanban: Prospect → Qualification → Proposal → Negotiation → Closed

Prospect 14

Midwest Food Distributors

$85,000

Barrel Cheddar — 2 truckloads/mo

Rep: M. Levine · 3 days in stage

Harbor Foods LLC

$42,000

Cream Cheese — Foodservice

Rep: D. Kowalski · 5 days in stage

Tri-State Grocers

$28,000

Butter — Private Label

Rep: R. Patel · 1 day in stage

Qualification 11

Pacific Rim Foods

$120,000

Full cheese program — 6 SKUs

Rep: M. Levine · 8 days in stage

Valley Fresh Markets

$55,000

Shredded Mozzarella — Retail

Rep: J. Martinez · 12 days in stage

Proposal 10

Good Eats Corp

$210,000

Full line rebate program — 12 mo

Rep: M. Levine · 6 days in stage

Northern Provisions

$78,000

Barrel Cheddar + Pepper Jack

Rep: D. Kowalski · 14 days in stage

Negotiation 8

Southeast Dairy Co.

$145,000

CME+0.04 pricing — Final terms

Rep: R. Patel · 22 days in stage

Metro Foodservice Inc.

$92,000

Pancake program — Brown Box

Rep: M. Levine · 10 days in stage

Closed Won 4

Coastal Grocery Group

$95,000

Mozzarella Shredded — 12-mo contract

Closed: 2026-05-12 · Rep: D. Kowalski

Liberty Foods

$68,000

Cream Cheese Spread — 6-mo trial

Closed: 2026-05-08 · Rep: M. Levine

■ Drag opportunities between stages to update. Cards with green left border are high-priority. Average days in pipeline: 38. Stage aging alerts at 30+ days.

C4 Customer Visit Log Visit Reports, Action Items, Follow-Up Schedule, Expense Tracking

Recent Visit Reports

Date	Customer	Location	Rep	Purpose	Action Items	Follow-Up	Expense
2026-05-16	Good Eats Corp	Tampa, FL	M. Levine	Rebate program review	3 open	2026-05-23	$684
2026-05-14	Pacific Rim Foods	Portland, OR	M. Levine	New account onboarding	2 open	2026-05-21	$1,240
2026-05-12	Southeast Dairy Co.	Atlanta, GA	R. Patel	Pricing negotiation	0 open	2026-05-26	$892
2026-05-09	Coastal Grocery Group	San Diego, CA	D. Kowalski	Contract signing	0 open	2026-06-09	$1,105

Visit Detail — Good Eats Corp (May 16)

Attendees

Michael Levine (GFS), Dave Jordan (Good Eats), Ming Chen (Good Eats Procurement)

Topics Discussed

Q3 rebate reconciliation, pricing adjustment for barrel cheddar, new SKU introduction

Expense Breakdown

Flight: $389 | Hotel: $195 | Meals: $68 | Ground: $32

Action Items

! Send revised Q3 rebate calculation by 5/20 Due 5/20

2 Prepare Pepper Jack spec sheet for new SKU evaluation Due 5/23

3 Schedule plant tour for Good Eats QA team at Hermitage Due 5/30

■ Visit reports auto-sync to NetSuite customer record. Expenses submitted via Concur. Action items create tasks in rep's activity queue.

C5 Territory Management Rep Territories, Account Assignments, Coverage Gaps

Territory Map — US Regions

Northeast

18 accounts · $680K pipeline

M. Levine

Southeast

14 accounts · $520K pipeline

R. Patel

Midwest

22 accounts · $740K pipeline

D. Kowalski

West

12 accounts · $460K pipeline

J. Martinez

Rep Performance — Q2 2026

Rep	Territory	Active Accounts	Pipeline	Closed (Q2)	Quota %	Visits (Q2)	Coverage
Michael Levine	Northeast + National	18	$680K	$412K	82%	14	Full
Dan Kowalski	Midwest	22	$740K	$368K	74%	11	Full
Raj Patel	Southeast	14	$520K	$295K	59%	9	Gaps
Julie Martinez	West	12	$460K	$220K	44%	7	Under

Coverage Gap: Southwest (TX, NM, AZ)

8 unassigned prospects in region. No rep coverage since Q4 2025. Recommend territory split or new hire.

■ Territory assignments synced from NetSuite. Coverage scoring based on account density, pipeline value, and visit frequency. Gaps flagged when >60 days no contact.

C6 Competitive Intelligence Competitor Activity, Pricing Intel, Win/Loss Reasons

Competitor Activity — Last 90 Days

Schreiber Foods

High Threat

Aggressive pricing on shredded mozzarella in Southeast. Reported CME+0.02 to Valley Fresh Markets. Lost 2 accounts to Schreiber in Q1.

Last intel: 2026-05-14 · Source: R. Patel field report

Great Lakes Cheese

Moderate

Expanding private label capacity in Ohio. New plant expected online Q4 2026. Competitive on 640 lb block pricing but limited co-pack flexibility.

Last intel: 2026-05-10 · Source: Trade show conversation

Tillamook

Watch

Premium positioning in West Coast retail. Minimal overlap with GFS commodity segment. Occasionally compete on foodservice barrel cheddar in PNW.

Last intel: 2026-04-28 · Source: J. Martinez field report

Win/Loss Analysis — Q1-Q2 2026

Top Win Reasons

Pricing

78%

Delivery Speed

65%

Product Quality

52%

Relationship

40%

Top Loss Reasons

Price Too High

62%

Incumbent Lock

48%

SKU Gaps

30%

Geography

22%

■ Intel sourced from field reports, trade shows, and customer conversations. Updated by reps after every competitive encounter. Reviewed monthly by sales leadership.

C7 Activity Feed Calls, Emails, Meetings, Tasks — Timeline View

All Activity

Calls

Emails

Meetings

Tasks

Call with Dave Jordan — Good Eats Corp

Discussed Q3 rebate reconciliation. Dave confirmed $756K AR alignment. Follow-up call scheduled for 5/23.

M. Levine · Today 10:30 AM · Duration: 24 min

Email: Pricing Proposal Sent — Pacific Rim Foods

Sent 6-SKU cheese program proposal with CME-based pricing tiers. Attached spec sheets and COA for barrel cheddar.

M. Levine · Today 9:15 AM

Meeting: Metro Foodservice Plant Tour — Hermitage PA

QA team toured pancake line. Impressed with Brown Box packaging process. Moving to contract stage.

M. Levine · Yesterday 2:00 PM · Duration: 3 hrs

Task Completed: Update Coastal Grocery Contract in NetSuite

12-month mozzarella supply contract uploaded. Pricing: CME+0.035/lb. Volume: 40,000 lb/mo.

D. Kowalski · Yesterday 11:00 AM

Call with Karen Wu — Pacific Rim Foods

Initial discovery call. Interested in full cheese program for 14 retail locations in Oregon/Washington. Budget: $120K annual.

M. Levine · 2 days ago 3:45 PM · Duration: 18 min

■ Activities logged from NetSuite CRM, email integration, and calendar sync. All customer-facing interactions tracked for pipeline velocity analysis.

C8 Sales Reporting Pipeline Velocity, Conversion Rates, Rep Performance, Forecast Accuracy

Pipeline Conversion Funnel — Trailing 6 Months

Leads In

248

Qualified

168 (68%)

Proposal

104 (42%)

Negotiation

70 (28%)

Closed Won

34 (14%)

Pipeline Velocity

Avg Deal Size

$51K

+8% QoQ

Avg Days to Close

-4 days QoQ

Forecast Accuracy

88%

+3% vs. target

Revenue/Rep

$324K

Q2 running

Monthly Revenue — Closed Won

Month	Deals Closed	Revenue	Avg Deal	Win Rate	vs. Forecast
Jan 2026	4	$178K	$44.5K	28%	-12%
Feb 2026	6	$282K	$47.0K	31%	+5%
Mar 2026	7	$340K	$48.6K	33%	+8%
Apr 2026	8	$395K	$49.4K	35%	+10%
May 2026 (MTD)	4	$250K	$62.5K	34%	On Track

■ All reports pull from NetSuite saved searches. Forecast accuracy measured as actual/predicted for closed month. Pipeline velocity = (# opps x avg deal x win rate) / sales cycle.