Revenue workspace
Pipeline
Four open stages and the wins that closed in the last 60 days. Every value on this page is computed from the deal list, not from a snapshot.
Next five months
Weighted forecast
Committed is deals in Negotiation at full value. Weighted multiplies each open deal by its stage probability. Pipeline is the ceiling if everything closed.
Forecast by close month
weighted vs committed
weightedcommitted
Pipeline by stage
Pipeline age
open valueAll records
Deals
Every deal, open or closed. Click a row to open the activity timeline and move it through the funnel.
,
Book of business
Accounts & contacts
Twelve companies, two contacts each. Open pipeline and the last touch are rolled up from the deal list.
Companies
open pipelineContacts
, Recent activity
, Last 180 days
Win / loss
Win rate by count and by value, why deals were lost, which sources convert, and how fast the team moves.
Closed value
won vs lost, 180 daysOwner leaderboard
Why deals were lost
Velocity
Source performance
closed deals in window