Deal Tracking
Know the health of
every deal in real time
Attach values, close dates, probability scores, and KPIs to every deal card so your forecast is always accurate and no opportunity goes stale without a notification.
Accurate forecasting
Weighted deal values and probability scores give managers a revenue forecast they can trust without manual spreadsheet work.
No stale deals
Configurable thresholds flag deals that have not moved stages within a set timeframe so nothing slips through the cracks.
Team accountability
Owner assignment, activity tracking, and KPI attachment make it clear who is responsible for every deal in the pipeline.
Deal intelligence
Track every metric that drives revenue
Deal Values
Attach monetary values to each deal with support for multiple currencies, recurring revenue, and one-time payments.
Close Dates & Status
Set expected close dates and deal statuses so your pipeline view always reflects where things actually stand.
Probability Overrides
Override default stage-level probability with deal-specific scores when you have better information about likelihood to close.
Team Assignment
Assign owners, collaborators, and watchers to deals so the right people are notified at every stage transition.
KPI Attachment
Link custom KPIs to deals, such as meetings booked, proposals sent, or decision-maker engaged, to track progress beyond stage alone.
Pipeline Analytics
Stage conversion rates, average cycle length, win/loss ratios, and weighted forecasts update in real time as deals move.
Revenue Forecasting
A forecast your leadership team can trust
Weighted pipeline reports combine deal values with stage-level and deal-specific probability to produce a revenue forecast that updates in real time. Filter by owner, team, time range, or pipeline to see exactly the slice of revenue you need.
Stale Deal Alerts
No opportunity should sit idle
Set time-based thresholds per stage so deals that have not moved receive automatic notifications. Managers see a stale-deal report on their dashboard and reps get nudged to take action before a prospect goes cold.
Track what matters
Stop flying blind. Start forecasting with confidence.
Attach real numbers to every deal and get a pipeline view that tells you exactly where your revenue stands.