Deals in pipeline
Number of open deals plus aggregated amount weighted by stage. A click opens the pipeline view.
Reporting
Sales transparency without a Power BI project
KPI cards for deals in pipeline, deals won, revenue per month and activities today. Revenue forecast weighted by stage probabilities. Custom dashboard builder for your own views.
Forecast
Probabilities turned into numbers
Each stage has a probability, each deal an amount. The forecast multiplies both and aggregates — per month, quarter or custom period. Separates optimistic, realistic and committed.
- Weighted forecast = Σ (deal amount × stage probability)
- Manual commit override per deal for more realistic numbers
- Quota tracking per owner with a target line in the chart
- History: forecast 4 weeks ago vs. actual revenue now
Custom dashboard builder
Your cards, your view
Every user builds their own dashboards via drag-and-drop. Tiles from a catalogue (KPI, chart, table, list). Sharing with the team as a read-only view is possible.
- Grid-based, tiles resizable in grid units
- Catalogue of widgets — KPI, bar, line, list, table
- Filter per dashboard (period, team, pipeline)
- Export as PDF or shared read-only link
KPI cards
What sits on the dashboard by default
Deals won
Count and sum in the current month/quarter. Trend arrow to the previous period.
Revenue per month
Bar chart of the last 12 months — with a forecast line for the current month.
Activities today
Tasks, calls, meetings for the current day. A click filters the activity list.
Demo
Reporting demo with your sales data
In the demo we import a CSV extract of your pipeline and show forecast, KPI cards and a tailored dashboard build.