Adoption, win patterns and forecast — the whole team on one screen, as cards and charts. You see what the numbers mean and what to do next.
Won vs. target and sales vs. target by department, pipeline coverage and next-quarter outlook. Set or change targets right from the dashboard.
Win rate by department and affiliation, loss reasons, stalled stages, activity vs. win rate, and win rate by deal size.
Data completeness, how quickly activities are logged, next-step coverage and weekly continuity.
Forecast movement and close-date changes (the latter becomes available once change history is supported).
Most active departments and users, an adoption score, deals/activities/win rate per owner, and new-activity breakdown.
Concentration in large deals, account coverage, new vs. existing, quarterly and monthly trends and stability.
What top performers do differently, loss-reason completion, activity richness and cross-department comparisons.
Compare counts and amounts by department and owner.
Target and total pipeline, with the booked share shown in colour.
Rates and completeness are colour-coded (good / watch / act), with items needing action listed first. Each tile also gets a one-line next step.
Department × metric and owner × activity at a glance.
Quarterly bookings and weekly continuity over time.
Deal count vs. win rate, concentration of amounts, and how parent departments connect to affiliations.
Choose FY2025 to FY2028 to review that year's targets and bookings.
Pick a parent department; affiliations are grouped before “●” and shown as groups (internal edition).
Adoption analyses can look back 1 month, 3 months, 6 months, or 1 to 5 years. Longer periods are compared per month.
The “📈 Reports” category is shown to all users. The parent department is fixed to your own department.
Everything is calculated in your browser and nothing is sent outside. Cached activity data is encrypted in the browser.
Open the won-target or sales-target settings straight from the dashboard.
Start with the setup guide, or browse the full feature list.