Which accounts are you building close plans for?
Add one entry per account. Each will become its own slide in the deck. You'll fill in deals, actions, criteria, and risks account by account.
Tell me about the account.
Account-level context that sits at the top of this slide.
What deals are active?
Add one entry per active deal on this account. Each deal will get its own row across every table on the slide.
What are the next actions?
Add the key landlord and tenant actions for each deal. Keep it to the most important one or two per deal per track.
What must be true to close?
For each deal, name one criterion per stakeholder that must be resolved before signature. Mark each Done, Pending, or Open.
What are the open risks?
Name the real blockers — specific, with an owner. Only include what's genuinely at risk right now.
Will each deal close on time?
Be honest. If the Salesforce close date is wrong, say so here and name the one thing that would change it.
Review and build your deck.
Everything looks right? Hit generate to build your close plan PowerPoint.
Your close plan deck is ready.
Download your PowerPoint and update Salesforce with the next steps and forecast notes.