Overview

The Avenir Intelligence & Pipeline Tool is a single HTML file that connects directly to your Google Sheet. It gives the whole team a shared, live view of business development activity across pipeline deals, target markets, contacts, and lead qualification — without requiring any software installation or subscriptions.

The tool has fifteen tabs, each covering a different area of the BD workflow:

All changes made in the tool — stage updates, outreach records, new deals, new contacts — write back to the underlying Google Sheet immediately. Any team member who opens the tool and syncs will see the same data.

Getting started

Opening the tool

The tool is a single HTML file. Download it from Slack, save it to your computer, and open it in Google Chrome or Microsoft Edge. Other browsers may work but Chrome is recommended.

• 1
  Download the file from the shared Slack channel. The filename is avenir_intelligence_tool.html.
• 2
  Open it in Chrome — double-click the file or drag it into a Chrome window.
• 3
  Wait for the sync — the tool connects to Google Sheets automatically on load. A spinner shows while it fetches data. This takes a few seconds on a normal connection.
• 4
  You're ready — the Pipeline tab loads by default showing the current kanban board.

The top bar

The purple top bar is always visible. It shows the seven navigation tabs on the left, three live summary statistics in the centre (active deals, total pipeline value, number of targets), and the Sync button on the right.

Pipeline

The Pipeline tab is the main working view. It shows all active deals as a kanban board, organised by stage from left to right.

Kanban board

Each column represents a stage in the BD process. The eight stages are:

Cards showing a 30d+ badge have a date added older than 30 days — a prompt to check whether the status is current.

Moving deals between stages

There are two ways to move a deal to a different stage:

Drag and drop — click and hold a deal card, drag it to the target stage column, and release. The card moves immediately and the stage update writes to the Sheet in the background.

Detail panel — click any deal card to open the detail panel on the right. Use the Update stage dropdown to select the new stage and click Save changes.

Deal detail panel

Clicking any deal card opens a side panel with the full deal record. The panel shows:

Adding a new deal

Click the + Add deal button in the top right of the Pipeline tab. A form opens asking for:

Filtering the pipeline

The left sidebar has three filter panels when the Pipeline tab is active. Filters can be combined — for example, selecting APAC region and Adrienne as owner shows only Adrienne's APAC deals.

Lost / Hold

The Lost / Hold tab shows a table of all deals from the Lost sheet plus any pipeline deals marked as Closed – Lost / Dormant or Closed – Won. Click any row to open the deal detail panel — useful for reviewing lost deal history or reactivating a dormant prospect.

To Qualify

The To Qualify tab surfaces prospects from your To Qualify sheet that need a decision — either advance them to the pipeline or park them. Each entry shows the current stage, market, estimated value, owner, and status notes.

The Move to pipeline button on each card appends the prospect directly to the Pipeline Snapshot sheet as a Warm Lead and adds it to the kanban board immediately.

Targets

The Targets tab shows your full intelligence database — 101 targets drawn from the NASDAQ exchanges list and the APAC, EMEA, and Americas CSD/registry sheets. These are prospects not yet in the pipeline.

Toggle between Cards and Table views using the selector in the top right. The left sidebar has five filter panels:

Targets are sorted by Avenir fit (High first) then alphabetically.

Adding a custom target

The target database draws from four built-in sheets (NASDAQ exchanges, APAC CSDs, EMEA CSDs, Americas CSDs). You can add your own targets on top of these using the + Add target button in the top right of the Targets tab.

Clicking a custom target card opens the same full detail panel as any built-in target — showing all intelligence fields, the outreach tracking form, and the draft email generator. Custom targets appear in the targets grid tagged with a gold Custom badge. The Type filter in the left sidebar includes a Custom option to show only your added targets. Clicking a custom target card and opening the detail panel shows an Edit button — use this to update details or delete the target.

Outreach tracking

Click View + email on any target card, or click a row in table view, to open the target detail panel. The panel shows the full intelligence record and has two sections at the bottom.

Outreach tracking — record the status of your contact attempt, the date, the contact's name and email, and any notes. Click Save outreach to write this to the Outreach sheet in Google Sheets. All team members will see the updated status on their next sync.

Draft outreach email — a pre-populated email is generated for each target based on their name, country, and known platform. Click Copy email to copy both the subject line and body to your clipboard, ready to paste into your email client.

The outreach status badge appears on the target card after saving, so the whole team can see at a glance which targets have been contacted.

Follow-up counter

When you open a target detail panel, a follow-up counter appears next to the Outreach tracking heading if outreach has been logged. It calculates days since the outreach date and shows a contextual indicator:

Contacts

The Contacts tab shows all people in your People Contacts sheet. Each card shows the person's name, role, organisation, email (clickable to open your mail client), phone number, and any notes. Where the contact's name appears in a pipeline deal record, the deal is shown as a clickable link — clicking it opens that deal's detail panel in the Pipeline tab.

Adding a contact

Click + Add contact in the top right. The form has six fields:

Saving adds a new row to the People Contacts sheet immediately.

Editing or deleting a contact

Click the Edit button on any contact card to re-open the form pre-filled with their current details. Make changes and click Save contact to update the row in the Sheet. The Delete button clears the contact from the Sheet and removes the card immediately.

Lead Qualification

The Lead Qual tab is a structured scoring tool for evaluating whether a new opportunity is worth pursuing. It implements Avenir's seven-category qualification framework across 47 questions.

Scoring model

Each question is scored on a three-point scale:

A ? button marks a question as not yet known — unanswered questions are excluded from the category average. You can complete an assessment over multiple sessions; scores save locally in the browser and persist between sessions.

Each of the seven categories has a No Go threshold of an average below 2. If any category falls below this threshold, the overall verdict is No Go regardless of scores in other categories.

The three possible verdicts are:

The Business Strategy and Implementation Risk categories also carry a Premium Price flag when scored — indicating that a higher price should be reflected in the commercial proposal to account for elevated risk or effort.

The seven categories

Creating a new assessment

• 1
  Click + New in the top left of the Lead Qual tab.
• 2
  Enter the prospect name, market/region, and opportunity type. Click Create assessment.
• 3
  Work through the seven category sections, scoring each question 1, 2, or 3. Use ? for anything not yet known. Add notes alongside individual questions where useful.
• 4
  The verdict banner at the top updates in real time as you score.
• 5
  Click Save to Sheet to write a summary row — verdict, overall score, all seven category scores, and the date — to the Lead Qualification Tool sheet.

Comparison view

Click the ⇄ Compare button in the Lead Qual tab header to enter comparison mode. In this mode, selecting prospects from the left panel adds them to a side-by-side comparison (up to four at once). Each prospect is shown as a card with:

• 1
  An overall score and verdict badge at the top
• 2
  A bar chart of all seven category scores — colour-coded green (above 2.5), amber (2.0–2.5), and red (below 2.0 / No Go)

This is designed for prioritisation decisions — when two or three opportunities are competing for the same team capacity, the comparison view shows at a glance which has the stronger profile across all seven dimensions.

Click ✕ Exit to return to the standard scoring view.

Reference

The Reference tab is a read-only intelligence reference covering two areas:

Major Asian exchanges — a card grid of 12 major exchanges in the Asia-Pacific region (Shanghai, Tokyo, HKEX, NSE India, BSE, Shenzhen, KRX, TWSE, Tadawul, SGX, Tehran, ASEAN). These are large incumbents rather than Avenir targets in the near term, but useful market context.

Other trading platform providers — a table of 13 major exchanges globally that run proprietary in-house trading platforms (LSE/Millennium, Euronext/Optiq, Deutsche Börse/T7, CME/Globex, and others). Understanding the competitive landscape for incumbent platforms helps position Avenir conversations with smaller and mid-tier venues.

Activity Log

The Activity tab shows a reverse-chronological log of all pipeline events, grouped by date. Three event types are tracked:

The log is stored in a Pipeline Activity sheet tab in Google Sheets — visible to all team members after a sync. Stage moves show the from → to transition. Status updates show a preview of the updated notes.

Velocity

The Velocity tab shows all active pipeline deals sorted by age — stalest first. It answers the question: what needs a push?

CR Tracker

The CRs tab tracks change requests across active clients — PEX, AIX, ARL, BYME, and TISE. It shows the full lifecycle of each CR from initial request through to delivery, including phase dates, time in each stage, and commercial value. Data is stored in a CR Tracker sheet tab (22 columns, A:V).

Board and table views

Toggle between Board and Table views using the selector in the top right.

The board view shows one column per status stage. Each column displays the count of CRs at that stage and, where values have been entered, the total value of CRs in that stage. Cards show the CR number, title, client, value, the date the current stage was reached, and how long the CR has been in that stage.

The table view lists all CRs sorted by stage with a value subtotal row at the bottom. Use the client chips to filter by client — the subtotal updates accordingly.

Fields and phase dates

Lifecycle stages

The eight stages reflect Avenir's CR delivery process in order:

Phase dates and duration tracking

Each CR has a date field for every stage. Enter the date when a CR moved into that stage. The tool automatically calculates how many days were spent in each phase when you save — for example, if Requested was 1 March and Elaboration was 10 March, it writes "9d" as the duration for the Requested phase.

On the board, each card shows the date the current stage was reached and the auto-calculated duration in that stage. This makes it easy to spot CRs that have been sitting in Quoted or Pending Acceptance for an unexpectedly long time.

Portfolio Register

The Portfolio tab gives a live RAG-rated view of all active client delivery programmes — PEX, AIX, ARL, BYME, TISE, and any others you add. It reads from and writes to the Portfolio Register tab in the Intelligence Google Sheet.

This is the tab Ricky or Simon should update each Monday before the weekly portfolio review. Adrienne and Martyn use it for executive visibility of delivery status across all clients without needing to chase people for updates.

Board and table views

Toggle between Cards and Table using the selector in the top right. The cards view is the default and works best for the weekly review — one card per programme showing RAG, next milestone, due date, active CRs, top risk, and escalation flag. The table view gives a compact row-per-programme summary useful for copying into a report.

Filter chips let you snap to Red, Amber, Green, or Escalated in one click. The summary bar at the top updates live as you filter.

Updating a programme

Click any card (or table row) to open the edit panel. The panel has two sections:

Save writes the full row back to the sheet immediately. The summary bar and RAG filter update straight away.

RAG status

Escalation flag

Set Escalation Flag to Yes when a programme requires a decision or action from Adrienne or Martyn this week — not just general awareness. Escalated programmes show a red ⚑ ESCALATE badge on the card and can be filtered in one click. The escalation count in the summary bar gives a quick read on how many programmes need leadership attention at any given review.

Milestone due dates

Enter due dates in DD/MM/YYYY format. The tool colour-codes them automatically:

Adding a programme

Click + Add programme in the top right. Fill in the Identity and Weekly Update fields and save. The new row is appended to the Portfolio Register sheet immediately and appears on the board.

Removing a programme

Open the edit panel for the programme and click Remove (bottom right). This clears the row in the sheet. The programme disappears from the board immediately. Removed rows leave a blank row in the sheet — this is expected behaviour and won't affect other programmes.

Pipeline Report

The Report tab generates a formatted snapshot of the current pipeline state. It is designed for sharing with MB and AM — the two buttons in the report header handle distribution:

Report sections

Stage Conversion Rates

The Conversion tab analyses how deals move through the pipeline — what percentage make it from each stage to the next, how long they spend there, and where they stall or drop.

Conversion rates are colour-coded: green ≥ 60%, amber ≥ 30%, red < 30%. Data comes from the Pipeline Activity log — the snapshot view is available immediately, conversion rates and timing data build up as stage changes are saved.

Win / Loss Analysis

The Win / Loss tab gives a structured view of all closed deals and a debrief tool for building pattern data over time. It answers: where are we winning, where are we losing, and why?

Closed deals panel

Won and lost deals are shown side by side, pulled automatically from the Lost sheet and pipeline deals marked Won or Lost. Each deal has a + Debrief button. Once a debrief is saved, the button turns purple with a ✓ and shows a reason preview inline.

Logging a debrief

Click + Debrief on any deal to open the form:

Debriefs save to a Win Loss sheet tab. Once multiple debriefs exist, a pattern breakdown appears showing the most common competitors, win factors, loss reasons, and a won/lost split by market. Auto-generated insight callouts surface the most notable pattern from the data.

Conferences

The Conferences tab shows the 2026 Conference Master List — the full schedule of events Avenir is tracking for attendance and business development. It reads from and writes to the 2026 Conference Master List sheet tab.

Filters

A filter bar sits above the table. Four controls are available:

The header shows "X of Y conferences" so you can see how many are filtered out. The summary bar (total, approved count, registered count, total budget, actuals) always reflects the full unfiltered list.

Past conferences

Conferences where the date has passed are automatically dimmed to 50% opacity, with the conference name struck through and a small Past label underneath. The tool parses date ranges — for example "12–15 May 2026" uses the end date, so a conference isn't marked as past until after the final day.

Conference fields

Adding and editing

Click any row to open the edit panel, or click + Add conference to create a new entry. All fields are editable. Save writes the row back to the sheet immediately.

The Remove button in the panel clears the row from the sheet. This leaves a blank row — the same behaviour as removing a Portfolio programme or a contact.

Syncing and data

How data flows

The tool reads from and writes to eight tabs in the Exchange Intelligence Google Sheet:

When to sync

The tool loads all data automatically when first opened. Click ↻ Sync in the top bar whenever you want to refresh — for example, after another team member has made changes, or after editing the Sheet directly.

Staleness alerts

A contextual alert banner appears at the top of the Pipeline tab when the tool detects any of the following conditions:

Each alert has a Dismiss button — dismissed alerts do not reappear until the following day.

Editing the Sheet directly

You can continue using the Google Sheet directly — the tool will pick up any changes on the next sync. If you rename sheet tabs, the tool will still find them as long as the name is a close match (it trims whitespace automatically).

Sharing the tool

Team distribution

The simplest way to share is to upload the HTML file to the team Slack channel. Team members download it and open it in Chrome. The credentials to access the Google Sheet are embedded in the file.

Security

The service account credentials embedded in the file give access only to the Exchange Intelligence Google Sheet — they cannot access any other Avenir systems. Keep the file within the team Slack and avoid sharing it publicly. The credentials should be rotated periodically in the Google Cloud Console.

Troubleshooting