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Your CRM command center

Move the right conversations forward. Demo snapshot: November 1, 2026.

Contact directory Activity streamFilters apply to opportunity insights below.

$572,500open pipeline value

9 active opportunities / $316,700 probability-weighted forecast

2 need attention

Discovery2

$122,00011 deals entered this funnel

1 healthy / 2 deals

Qualified2

$108,00082% progressed from prior stage

1 healthy / 2 deals

Proposal2

$146,50078% progressed from prior stage

0 healthy / 2 deals

Negotiation3

$196,00071% progressed from prior stage

2 healthy / 3 deals

Won2

$56,00040% progressed from prior stage

2 healthy / 2 deals

Stage progression is inferred from the current deal snapshot; it is not a historical cohort report. Lost deals: 1.

All opportunities

100%

Qualified or beyond

75%

Proposal or beyond

58%

Negotiation or beyond

42%

Won

17%

From first conversation to signed agreement. Filter the command center to explore each pipeline.

31Oct

Follow up on procurementEmma Davis / TaskOverdue

02Nov

Confirm rollout scopeOlivia Martin / Call

02Nov

Platform discoverySophia Brown / 09:30 / 45 min

03Nov

Send updated proposalJackson Lee / Email

View activity workspace

HealthyWatchAt risk

$75k+

$30–75k

Under $30k

Value against deal health. Prioritize high-value opportunities in the rightmost column.

29daysaverage time in pipeline

0–14 days3 deals

$214,000

15–30 days3 deals

$90,500

31–60 days2 deals

$140,000

61+ days1 deals

$128,000

25%contacts with a completed touchpoint

Engaged contacts2 / 8Completed activities2Pending touchpoints4Upcoming meetings3

All contacts, activities and meetings. Completing a follow-up updates these figures.

Plan the next touchpoint

$316,700probability-weighted forecast

$572,500 face value
9 open opportunities

High confidence75–100% probability / 3 deals$161,800weighted

Developing40–74% probability / 4 deals$126,300weighted

Early stageUnder 40% probability / 2 deals$28,600weighted

Deal value × probability, using expected close dates from the November 1 demo snapshot. Dashboard opportunity filters apply.

01Enterprise partnershipEvergreen Energy / Alex MorganAt riskClose Nov 5$128,000 02Patient experience suiteNorthstar Health / Daniel KimHealthyClose Dec 2$92,000 03Care network expansionNorthstar Health / Daniel KimHealthyClose Dec 15$84,000 04Finance automationAtlas Finance / Priya ShahAt riskClose Nov 8$76,000

Your next four opportunities to review, ranked by value or expected close date.

33%

2 of 6 accounts engagedCompleted touchpoint within 30 days

EEEvergreen Energy1 contacts / $128,000 open pipelineFollow up OLOrbit Labs2 contacts / $120,000 open pipelineFollow up AFAtlas Finance1 contacts / $76,000 open pipelineFollow up FSForma Studio2 contacts / $34,500 open pipelineFollow up

Accounts linked to the filtered opportunities. Coverage uses completed activities in the 30 days before the fixed demo date.

8leads from 4 sources

Select a source to view qualification and average lead score.

Lead creation dates follow the dashboard date range. All pipelines are included because leads have no pipeline assignment.

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Your CRM command center

OPPORTUNITY WORKSPACE

Discovery2

Qualified2

Proposal2

Negotiation3

Won2

CONVERSION PATH

NEXT CONVERSATIONS

DEAL RISK MATRIX

DEAL AGING

CUSTOMER ENGAGEMENT

REVENUE FORECAST

PRIORITY OPPORTUNITIES

ACCOUNT COVERAGE

LEAD SOURCES