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Astera Technology

Require decision evidence before advancing a CRM stage

Distinguish customer decisions from staff activity so a sent proposal does not become a won opportunity.

Define the evidence for each transition

Synthetic pipeline: discovery moves to quote-issued when the approved quote is issued; quote-issued moves to won only after a valid customer acceptance identifies revision and selected scope. A completed phone call may update activity without changing stage. O-111 has a sent draft attachment but no approved issued quote, so it remains in discovery. Use the evidence event, not the most optimistic staff note.

Filled synthetic operating record
OpportunityLatest evidencePermitted stageMissing gate
O-111Draft attachment sentDiscoveryApproved issued quote
O-112Q-112 r2 approved and issuedQuote-issuedValid acceptance
O-113Q-113 r1 selected scope acceptedWon under fixtureNone for this gate
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Advance only the supported transition

  1. Read current stage
  2. Find transition evidence
  3. Check revision and scope
  4. Record stage change and evidence

An expired or superseded quote response does not satisfy the win gate until the quotation decision is resolved.

O-112 has three calls after quote issue but no acceptance. What stage is supported?

Show the worked answer

Quote-issued. Three activities do not supply the missing customer decision.

Stage names and gates are synthetic. They do not claim vendor defaults, sales probability or financial revenue recognition.

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