See why you win.
And why you don't.
Win/loss analysis, rep performance leaderboards, pipeline health scores, and live revenue forecasts all in one dashboard. No spreadsheet exports, no waiting for end-of-quarter reports.
Understand why deals close and why they don't
Track win rates by rep, source, industry, deal size, and stage. Automatic loss reason capture when a deal is marked lost. Compare win rates over time to spot trends before they become problems.
- Win rate breakdown by any CRM dimension
- Loss reason categories with frequency analysis
- Cohort comparison: this quarter vs last quarter vs year ago
Leaderboards that motivate, not just measure
Real-time rep leaderboards show deals won, pipeline value, activity count, and average deal cycle time. Managers see each rep's full funnel in one click. Reps see how they rank without needing to ask.
- Live leaderboard with configurable metrics
- Activity cadence tracking (calls, emails, meetings per rep)
- Individual rep dashboards accessible to reps themselves
Spot stuck deals before they slip to lost
Pipeline health score flags deals that are stale (no activity in X days), overdue on close date, or stuck in a single stage too long. Automated alerts push to email or in-app before a deal goes cold. No more end-of-quarter surprises.
- Configurable stale deal thresholds per stage
- Overdue close date alerts with rep notification
- Pipeline velocity metrics: average days per stage
Your number, live — not at month end
Three forecast models roll up from individual deals: weighted (probability × value), best-case (all active), and commit (rep-confirmed). Manager override lets you apply judgment. Historical actuals overlay shows how accurate your forecasts have been.
- Weighted, best-case, and commit forecast side-by-side
- Historical accuracy tracking — see how well you forecast
- Quarter vs. annual target progress bar for leadership
Everything your sales team needs
Pipeline
Drag-and-drop deal stages with revenue forecasting built in.
Leads
Auto-capture, score, and route leads without manual work.
Contacts
Full contact history, org charts, and relationship mapping.
Email Sync
Two-way Gmail & Outlook sync. Every email logged automatically.
Analytics
Win/loss analysis, rep leaderboards, and pipeline health metrics.
Scheduling
Meeting booking, calendar sync, and automated follow-ups.
Forecasting
Live revenue forecasts with weighted pipeline and team rollups.
Analytics that actually inform decisions
14-day free trial. Full CRM access from day one.