1) Context and Problem
The Mansão Maromba team currently has fragmented visibility into where the drink is being sold across Brazil and how each lead progresses from initial contact to active seller.
Most information lives in scattered Notion views, manual notes, or ad hoc filters, which makes it hard for the founder and the commercial team to answer questions like:
- “In which states are we strongest?”
- “Where are leads getting stuck?”
Without a clear funnel view, it is difficult to prioritize follow-ups, allocate effort by region, and decide which states should receive more marketing or sales attention.
This also increases the risk of losing track of leads that were contacted but never converted, since there is no single place to monitor “contacted → in negotiation → sells → churned”.
2) Objectives
- Provide a single dashboard in Notion that shows the full sales funnel by state, from “Not contacted” to “Sells”.
- Allow the team to quickly identify where leads are stuck (for example, many outlets “In negotiation” in a specific state).
- Enable the founder to compare states by number of outlets in each funnel stage (e.g., PR vs MT vs SP).
- Reduce the time required to answer “How many outlets are currently selling in state X?” to less than 30 seconds.
3) Scope
In Scope
- Create one or more Notion views on top of the “Mapa de Distribuição Mansão Maromba” database to visualize the funnel by state and by status.
- Define and standardize funnel stages using the existing
Status de Venda property (e.g., Not contacted, In contact, In negotiation, Sells, Used to sell, Does not sell).
- Provide at least:
- A board or table grouped by
Status de Venda and segmented by Estado.
- A summary view that counts how many outlets exist in each stage per state (using Notion groupings/aggregations).
- Optionally create a high-level “Funnel Overview” page that embeds and explains these views.
Out of Scope
- Deep analytics beyond what Notion natively offers (no external BI tools in this first version).