Period
Budget
Yours
The company
Standings
Motion as of today
| Stage | Deals | Value | Weighted | Stalled |
|---|
Needs a look
Assigned to you
This selection
▾Pipeline by stage
| Deal | Client | Stage | Value | PIC | Close date | Path | Winning chance | Scoring value | Last activity | Idle |
|---|
Waiting for an owner
Accounts
| Code | Account | Owner | Entity | Sector | Type | Deals | Value in play | Contacts | Divisions |
|---|
An organisation we have not dealt with before
The people
Deals
How this account is built inside
How this account is filed
Needs a look
Lead queue
| Submitted | Organisation | Kind | Channel | By | Status | Clock | Outcome |
|---|
Proof of the enquiry
Decide
History
Log an engagement
This is where the KPI numbers come from. It takes one line — if it takes longer, the numbers stop working.
The month ahead
Still to happen
Soonest first. When one of these happens, say so here — it becomes the engagement rather than a second record beside it.
Recent engagements
Team
Mine
Commission approvals and payout
Numbers the system runs on
Exchange rates
The live rate updates automatically once a day, for visibility only. The rate a quote actually prices from is the effective rate — live rate plus the buffer below — and it moves with the live rate on its own; nobody has to approve a rate move. Only the buffer itself, and adding a new currency, are restricted.