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: sends per channel per day, call success and positive-call rates, the live send queue, active triggers, and per-owner pipeline load.