Step 3 · Answered · Sales
Pipeline
Deals by stage, with value and next step.
Every workflow is custom built for you.
Pipeline
S$224,300 open · 5 stages
AIAnalyst agent
6 deals moved stage this week2 proposals past 7 days
New5 · S$51,800
Richard Roe
DashboardS$18,000
WhatsApp
Joe Bloggs
WebsiteS$6,000
AI search
John Smith
Accounting agentS$15,000
Email
Mario Rossi
AI searchS$4,800
Referral
Tommy Atkins
WhatsApp agentS$8,000
Website form
Qualifying5 · S$70,000
Mary Major
WhatsApp agentS$9,000
Website form
Erika Mustermann
DashboardS$12,000
Referral
Juan Pérez
WhatsApp agentS$9,000
Website form
Jan Kowalski
DashboardS$19,000
WhatsApp
Hans Meier
DashboardS$21,000
Referral
Meeting set4 · S$74,000
John Doe
AI searchS$24,000
WhatsApp
Ola Nordmann
DashboardS$26,000
WhatsApp
Ivan Ivanov
Accounting agentS$15,000
Event
Jón Jónsson
WhatsApp agentS$9,000
Email
Proposal2 · S$28,500
Fred Nurk
WebsiteS$22,000
AI search
Kari Nordmann
WebsiteS$6,500
AI search
Won2 · S$12,300
Taro Yamada
WebsiteS$7,500
AI search
Pierre Dupont
AI searchS$4,800
WhatsApp
How it works ↓
The screen
What it does
What your team and the agents do on this screen.
- 01Every deal by stageFrom first meeting to won.
- 02Value per stageTaken from the proposal.
- 03Next step on every cardWith a date and an owner.
- 04Hand-offWon deals move to Operations and Customers.
Analytics
What it measures
Reported on the screen and in the morning brief.
- 01Pipeline value by stage
- 02Win rate by source
- 03Days spent in each stage
- 04Deals with no next step
Accurate data
How we keep it right
Every number traces back to where it came from.
- 01No silent dealsA deal cannot move without a next step and a date.
- 02History keptEvery stage change is logged with who and when.
- 03Typed onceValue comes from the proposal, not re-entered.