Feature
Pipeline Tracking
A visual kanban from open to won. Drag deals between stages, track value and expected close, and tie every deal to the contact behind it.
Open
Qualifying
Proposal
Negotiation
Won
Lost
Weighted Forecast
Know what you'll actually close, not just what's in the pipeline. Each deal stage carries an industry-standard probability weight (open 10%, qualified 25%, proposal 50%, negotiation 75%, won 100%), so your pipeline number reflects realistic close likelihood. The forecast widget on the dashboard shows your weighted total, your raw pipeline, and a per-stage breakdown at a glance. Available on Pro and Business.
Forecast Categories
The weighted forecast is what the math says; forecast categories are what your rep will actually call. Tag every open deal Commit ("I'd bet my job on this one"), Best Case (realistic stretch), Pipeline (still early), or Omitted, right on the kanban card, and the pipeline rolls up a Commit total (sum of your commits) and a Best Case total (commits plus best case) that sit next to the automatic weighted number. Run all three and look at the spread: a big gap between weighted and commit is a sandbagged or happy-ears quarter waiting to be found. The category is orthogonal to stage: it's the human-judgment layer, and it never moves the deal or changes its probability weight. The natural complement to Sales Goals: goals set the target, forecast categories tell you what the team will actually commit to hitting it. Available on Pro and Business.
Recurring Deals: MRR & ARR
See the recurring revenue behind your pipeline, not just one-time totals. Tick Recurring revenue on a deal and the amount becomes a price per billing period (per month or per year) and the board reports three new numbers next to your existing tiles: Won MRR, Won ARR, and a weighted pipeline MRR that applies the same stage probabilities to normalized monthly value. Annual deals are divided by twelve, so a $1,200/year subscription reads as $100 of MRR and $1,200 of ARR, and it stops being indistinguishable from a $1,200 one-time setup fee. Recurring cards carry a /mo or /yr badge on the kanban so the two kinds of revenue never get eyeballed as the same thing again. One-time deals are untouched: they contribute nothing to MRR and roll up in Open Pipeline, Won This Month, and the Weighted Forecast exactly as before. Available on Pro and Business.
Stale Deal Alerts
Open deals quietly rot. The dashboard now flags every deal in an open stage with no edit in the last 14 days, bucketed into 14–21, 21–45, and 45+ days so you know what to triage first. Available on Pro and Business; configurable threshold via the API.
Slipping-Deal Alerts
Staleness measures activity; slippage measures the date you forecast against. Every deal carries a committed close date, and the CRM reads it back. The dashboard surfaces every open deal that's past its expected close date, ranked by how late, with the total dollars at risk, plus a count of deals closing this week. On the kanban, each card shows its close date with a red "N days late" pill on overdue deals and a muted "due in Nd" pill on deals closing within 7 days, so a slipping deal can't hide behind a rep who edits it every day. Available on Pro and Business.
Pipeline Funnel Analytics
See where deals fall off. The pipeline funnel page rolls every deal forward through Open → Qualified → Proposal → Negotiation → Won and shows the per-stage conversion percentage plus the single weakest stage: the place worth coaching this week. Available on Pro and Business at /dashboard/pipeline-funnel.
Time-in-stage Analytics
The funnel tells you where deals fall off; time-in-stage tells you where they get stuck. The CRM now persists every stage transition, so each kanban card carries a "days in current stage" badge, and a rep can answer "how long has this been stuck in Proposal?" at a glance. The report at /dashboard/stage-durations aggregates that history into the mean and median days deals spend in each stage and flags the single slowest stage: your pipeline's bottleneck. The speed view that complements the funnel. Available on Pro and Business.
And now it's per-deal, not just the org-wide average: open any deal and its own stage journey is right there: every stage it passed through, the day it entered, and the days it sat in each, with the current stage highlighted and a total-age line. When a deal feels slow, you can see exactly where the time went instead of guessing. Available on Pro and Business.
Deal Next-Steps
A deal without a next step is a deal that drifts. Attach follow-up tasks to any deal and see what's due on every kanban card. Each card carries an open-task count and the soonest due date (overdue ones turn red), so a deal with three live follow-ups never looks like the neglected one beside it. A quick "+ Task" action on the card creates a next step pre-linked to that deal and its contact, the natural complement to slipping-deal alerts: the alert flags the stall, the task records the move that un-stalls it. The tasks page shows each task's linked deal and filters down to one opportunity's follow-ups. Available on Pro and Business.