For team leads

See the team's pipeline, coach on the numbers

Every deal by stage and the team's schedule, without asking anyone for a report.

The deal pipeline bar with total pipeline value and the number of deals per stage

Lukkio keeps the team's pipeline by stage, with no report to chase.

You do the coaching.

  • Team ⇄ personal switch
  • The team's deal pipeline by stage
  • Visibility set by role
  • 01The team's deals StageValueDays in stage
  • 02The team's week ViewingsCalls
  • 03The team's viewings RecentRequests
The deals pipeline in kanban view, one column per stage
  • 01Deal Pipeline Team totalDeals per stage
  • 02Team's Schedule OverdueScheduled
  • 03Team view Own and team only
Capabilities
The deals pipeline in kanban view, one column per stage
The deal pipeline bar with total pipeline value and the number of deals per stage

The team's pipeline

Total pipeline value and deals per stage across everyone on your team, on the Team view of the dashboard.

Settings: roles and permissions per module
Data visibility per role: own records only, own and team, or all users

Who sees what, set by role

Your team sees its own records. You see the team.

The deals pipeline in kanban view, one column per stage
A deal record with its stage timeline from New to Close, expected close and days in stage

Days in stage on every deal

Open a deal to see how long it has sat in its stage, so the Monday conversation starts with the right three.

The deals pipeline in kanban view, one column per stage
The deal pipeline bar with total pipeline value and the number of deals per stage

What team leads get done

The modules that carry the day, and where to read more.

  • Dashboards

    Coach on the numbers

    The team's deal pipeline, stage by stage.

    Explore
  • Deals

    Days in stage

    Days in stage on every deal.

    Explore
  • Settings

    A team that sees its own

    Own and team visibility per module.

    Explore
  • Lukkio Assistant

    Ask for the numbers

    Ask “Chart my deals by stage” and you get the chart.

    Explore

Try Lukkio free for 14 days. Nothing is charged until the trial ends.