See the shape of your pipeline by year, and each account's revenue trajectory, visually.
Visualizes each fiscal year's deal mix as an SVG bar chart: "carried over vs. new this period" × "won / lost / open," auto-classified by CreatedDate. Filterable by year, parent department, and affiliation.
Sparkline of each account's past 5 fiscal years of won amount. Compare up to 100 accounts, color-coded by trend direction. The same view works for products, too.
A bar chart of won + pipeline vs. target by fiscal year, so you can check your forecast coverage at a glance.
Sorts open opportunities by risk priority and shows the top 10 in a modal. Log a task straight from each card.
A bar chart of deal counts by stage, so you can see exactly where deals fall off.
Groups deals by creation month and tracks survival rate over elapsed months, surfacing seasonal patterns.
Color-coded average/max dwell time per stage, with a customizable threshold.
Visualizes actual stage-change patterns as a flow diagram, built from real transition history.
Automatically flags amounts that deviate sharply from an account's typical deal size.
Models 0.5x/1.5x close-probability scenarios to estimate a range for your landing value.
Auto-generates a text summary of the pipeline under your current filters.
Compare 2–3 selected deals side by side, field by field.
Pick any axis × metric to build a pivot table on the fly.
Auto-detects duplicates and long-inactive deals with a health score.