The board
Deals live on a kanban board grouped by stage, with a value total per column. Stages are yours to define per workspace. Add deals from the board or directly on a contact’s page; a deal always belongs to a contact, so the full conversation history is one click away.The dashboard
The Dashboard reads the same data and answers the owner questions:
- Open pipeline and its deal count
- Won value and win rate for the selected period, with trend against the previous one
- Revenue won by month across the last 12 months
- Pipeline by stage and lost reasons, so you see where deals die
Outreach analytics
The Outreach tab covers the activity side. Each channel gets its own card showing how much went out and how it landed — calls answered and how many turned positive, WhatsApp messages replied to, emails opened — next to a live queue card that opens the full list of what is still waiting to send. Below that: sends per channel per day, your active triggers, and per-owner pipeline load. A rate only appears once there is something to report. A channel with sends but no measured outcome shows the send count alone rather than a zero, because “0% opened” and “we can’t see opens yet” are not the same thing and should not look the same.