Win More Deals with Complete Visibility
Great sales teams do not just work harder; they work smarter. Our deal management capabilities give you the visibility and insights needed to close more deals and forecast with confidence.
Pipeline Management
Visual Deal Board
See your entire pipeline at a glance:
- Kanban view: Drag deals between stages
- List view: Sortable and filterable deal tables
- Calendar view: Deals by expected close date
- Map view: Geographic deal distribution
Deal Stages
Standardize your sales process:
- Custom stages: Match your actual sales motion
- Exit criteria: Clear requirements to advance
- Stage duration: Track time in each stage
- Conversion rates: Understand stage-to-stage flow
Deal Fields
Capture the data that matters:
- Standard fields: Amount, close date, probability
- Custom fields: Industry-specific information
- Required fields: Ensure data completeness
- Calculated fields: Auto-compute key metrics
Deal Intelligence
Health Scoring
AI analyzes deal health in real-time:
| Signal | Impact |
|---|---|
| Recent activity | Positive |
| Stakeholder engagement | Positive |
| Stage duration | Negative if too long |
| Next step scheduled | Positive |
| Champion identified | Positive |
Risk Alerts
Get notified before deals derail:
- Stalled deals: No activity in X days
- Missing info: Key fields not completed
- Single-threaded: Only one contact engaged
- Close date slipping: Deals being pushed out
Forecasting
Forecast Categories
- Commit: High confidence, will close this period
- Best Case: Likely to close, some risk factors
- Pipeline: In active stages, potential upside
- Omitted: Excluded from forecast
Forecast Accuracy
Track and improve over time:
- Historical accuracy: Compare predictions to actuals
- Rep-level analysis: Identify over/under forecasters
- Stage weighting: Data-driven probability by stage
- AI predictions: Machine learning forecast models
Reporting
Standard Reports
- Pipeline by stage: Current pipeline breakdown
- Pipeline by rep: Individual performance
- Won/lost analysis: Understand outcomes
- Activity correlation: What activities drive wins