Kanban & List Views
Switch between visual board and spreadsheet-style table views depending on your workflow.
Pipelines
Visualize your path to quota
Kanban boards, weighted forecasting, and deal analytics give you crystal-clear visibility into your pipeline. Know what's closing, what's stalling, and where to focus.
Pipeline Management
Customizable deal stages
Define pipeline stages that match your actual sales process. Not a template's idea of one. Drag deals between stages, set probabilities, and watch your forecast update in real time.
- Drag-and-drop Kanban with real-time updates
- Custom stage names and probability weights
- Expected close dates and deal aging alerts
Forecasting
Weighted pipeline forecasting
Stop guessing. Each stage has a win probability that automatically calculates your weighted pipeline value. Know the difference between a $500K pipeline and a realistic $200K forecast.
- Automatic weighted value calculation
- Monthly and quarterly forecast views
- Pipeline-to-quota coverage ratio
Impact
Pipeline visibility drives revenue
3.2×Pipeline-to-quota coverage on average
28%Faster deal velocity with stage tracking
94%Forecast accuracy with weighted pipeline
Capabilities
Built for revenue teams
Deal Analytics
Average deal size, win rate, cycle time, and stage conversion metrics. Updated live.
Deal Aging Alerts
Deals stuck in a stage too long get flagged automatically so nothing goes stale.
Activity Requirements
Set required activities per stage. E.g., "must have demo scheduled" before moving to Proposal.
Deal Ownership
Assign owners, track team performance, and manage pipeline by rep or territory.
Notes & Attachments
Attach proposals, contracts, and meeting notes directly to deals for full context.
Close more deals with clarity
See your pipeline the way it really is. And take action where it matters.