The board is the truth
Deals move by dragging them, and the forecast moves with them — there is no second spreadsheet to update.
Sales pipeline
A pipeline that answers "will this close"
Stages you set, a forecast split into commit and best case, and a dashboard that names what closes this month and what has gone quiet.
What changes
Sales pipeline, once it is in one place
Quiet deals surface
Anything open with nothing logged against it for thirty days is listed by name, worst first.
Commit means commit
Forecast categories are separate from stages, so "likely" and "late stage" stop being the same word.
One record, start to finish
The deal sits on the lead it came from and becomes the invoice at the end of it.
How it works
Four steps, and then it runs
-
01
Set your stages
However your business actually sells. Probability per stage, and the board follows.
-
02
Work the board
Drag between stages, log what happened, and see the age of everything sitting still.
-
03
Call the forecast
Commit, best case and the rest, rolled up by rep and by team.
-
04
Convert it
The quotation becomes the invoice without anybody retyping a line.
In scope
Everything this module covers
Kanban board
Drag and drop, with stage probabilities.
Sales dashboard
Open pipeline, win rate, average deal, what closes this month.
Forecast
Commit, best case and pipeline, by rep.
Gone-quiet alerts
Open deals with nothing logged for a month.
Proposals
Built from the catalogue, sent and tracked.
Quotas
Per rep, per period, against attainment.
Commissions
Plans, tiers and payouts.
Playbooks
So the fourth rep sells like the first.
Territories
Rules that decide who owns what.
Product catalogue
Priced once, reused on every document.
Deal rooms
A shared space for the buyer, with the documents in it.
Approvals
For the discount nobody should give alone.
The rest of it