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Today

Tuesday 13 October · 4 tasks due · 2 deals close within 30 days

Your open pipeline
€75,600
Weighted forecast
€42,840
Won this quarter
€7,200
Against quota

Due now

  • Call Sofía about the renewal4 days ago
  • Send the security review to MartaYesterday
  • Book the Tide Physio demoToday
  • Price the second Palisade propertyToday

Closing within 30 days

Going quiet

Recent activity

  1. Noor replied to the agency bundle offer: interested, wants a call next week. · Tomás Ferreira · Yesterday
  2. Inês runs three clinics; wants a starter plan to try it with one. · Maya Chen · 3 days ago
  3. Quarterly review: happy with close times, wants SSO before renewal. · Priya Raman · 4 days ago
  4. Sent the SOC 2 report and the data processing terms. · Maya Chen · 4 days ago
  5. Marta wants intercompany in scope for Q1. Security review is the last blocker. · Maya Chen · 5 days ago
  6. Moved from Proposal to NegotiationGroup close, 4 entities · Maya Chen · 6 days ago
Newest first

6 screens

  1. HomeWhat is due now, deals closing this month and who has gone quiet.
  2. PipelineA board you can drag, with stage totals and a forecast against quota.
  3. TasksDue, overdue and done, linked to the person or company they are about.
  4. ContactsA searchable table with saved views and a page for each person.
  5. CompaniesAccounts with their people, deals and activity on one page.
  6. ReportsWon, lost and forecast by owner and by stage.

Built from

  • App frame
  • Kanban board
  • Data table
  • Record page
  • Command palette

Yours to edit

The whole template is source in your repo: the screens, the data model behind them and every part they use. Change a screen, a field or the colours and it stays yours.

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