For team leads

See the team's pipeline, coach on the numbers

Every deal by stage, every agent's week, and where things stall, without asking anyone for a report.

  • 01The team's deals StageValueDays quiet
  • 02The team's week ViewingsCalls
  • 03Targets RevenueDealsViewings
The company pipeline page: pipeline value, forecast, win probability and revenue trend
  • 01Pipeline by agent Who is stuck where
  • 02Stalled deals Flagged
  • 03Team view Own and team only
  • Team ⇄ personal switch
  • Bottlenecks per stage and per agent
  • Visibility set by role

Capabilities

The company pipeline page: pipeline value, forecast, win probability and revenue trend
Pipeline by team: value, deals and win rate for teams A, B and C

Pipeline by agent

Value and count per stage for each agent on the team, and the days each deal has sat there.

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Settings: roles and permissions per module
The permissions matrix: what each role can see and do per module

Who sees what, set by role

Your team sees its own records. You see the team. Nothing leaks across the floor.

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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

Stalled deals, flagged

Quiet deals show their days in stage on the kanban, so the Monday conversation starts with the right three.

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The company pipeline page: pipeline value, forecast, win probability and revenue trend
Pipeline by team: value, deals and win rate for teams A, B and C

What team leads get done

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

  • Analytics

    Coach on the numbers

    Pipeline by agent, stage by stage.

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  • Deals

    Where deals stall

    Days in stage, reminders on quiet ones.

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  • Settings

    A team that sees its own

    Own and team visibility per module.

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