Understand your team's pipeline at a glance, in numbers and visuals both.
Five sections — parent dept, affiliation, owner, stage, and product — auto-aggregate revenue, deal count, and activity count. Tables scroll independently with a sticky header, even with many rows.
Manage deals visually on a stage-based Kanban board. Drag a card to instantly update the real Salesforce stage (auto-rollback on failure).
Every table supports header-click sorting and per-column filter inputs — pull the exact number you need in seconds.
The owner-level section also shows the owner's own department info (Department).
Check out Insight Rank, computed automatically from win history and potential.