Commit
2Closing deskThis week
Legal redlinesToday · 16:00
Confirm order volumeSep 10 · RevOps
Collect e-signature1 of 2 received
- Forecast confidence
- 88%
- Average deal
- $425.5K
- This week
- Close terms
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Interactive demo· Try the search, filters, record selection, and primary action
Sales · Orders
Deal pipeline board
Prospects sit in stages, and the agent moves them along from what it reads in email and quote history.
Book a demoDeal pipeline board
FY26 · Q3 SalesCRM synced just now
Open pipeline
$2.31M8 deals
Commit forecast
$851K2 deals
Best-case forecast
$758K3 deals
Pipeline value
$704K3 deals
Scroll horizontally to review every category.
$851K
Best case
3- Forecast confidence
- 62%
- Average deal
- $252.67K
- This week
- Proof · terms
Pipeline
3- Forecast confidence
- 31%
- Average deal
- $234.67K
- This week
- Qualification
Workflow
What this app handles
Review the current state of pipeline value by stage and complete “Add opportunity” from the same workspace.
Opportunity / Stage
Connect the two source records needed for pipeline value by stage and keep them current.
Open pipeline
$2.31M is calculated from the current worklist. 8 active sales opportunities.
Expected value / Next milestone
Review evidence and status on each item, with exceptions brought to the front.
Add opportunity
Write the approved result back and retain who changed what and when.
Recommended connections
Recommended systems for this app
Connect the systems and data you already use in the way your workflow needs.
- Salesforce
Customer, deal, and service data
- HubSpot
Customer, member, and campaign data
- Gmail
Email read and send
- Slack
Notifications and actions
- Quote and CPQ system
Quotes, discounts, and approval terms
- E-signature and contract system
Signature progress and contract conversion
Related apps
Apps used with this workflow
- Sales · Orders
Customer credit limits
Each customer carries a credit limit next to its open balance, and the agent holds any order that would push past it.
- Sales · Orders
Collections follow-up
Past-due receivables are grouped by customer and aging bucket, and the agent sends each reminder email and text on schedule.
- Sales · Orders
Sample request tracker
Samples sent to prospects sit in one table with their replies, and the agent follows up after two weeks of silence.
TAILORED IMPLEMENTATION
Bring Deal pipeline board into the way your team already works
Connect the systems and documents you already use, then tailor permissions, exception handling, and approvals to your operation.