Overdue, due to move, held, moving - what each band means
Reference1 min
In one sentenceA deal is Held if it has a hold, Overdue if it has sat in its stage longer than typical, Due to move if it carries a reason to act now, and Moving otherwise.
| Band | What puts a deal there | What Today asks of you |
|---|---|---|
| Overdue - advance or account for it | More days in its stage than the stage's typical days, with no hold and no explanation on file. The card reads "N days in Stage - typical is X". | Advance → the next stage, or What's in the way? to put it on hold. |
| Due to move | The deal carries a reason to act now and is not yet overdue. The card shows the reason, or "Ready to advance". | Advance →, or What's in the way? |
| Held - accounted for | A hold is open. The card names the category and note, lists the conditions and counts how many have landed. When every condition is ticked the chip reads Ready, but the deal stays in Held. | Tick conditions as they land. Once it reads Ready, Advance →. |
| Moving - nothing needed | Inside its stage's typical days, with no hold and no reason to act. The card reads "Next:" and the logged next step. | Nothing. |
A hold outranks everything, so a held deal is never Overdue. A deal at exactly its typical days is not overdue. An explanation with a date keeps a deal out of Overdue until that date passes. Inside each band deals are ranked by value, highest first, and won or lost deals never appear.
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