Decide faster
Open one page. Know exactly what to do next.
The DealBoard — Every deal. Every risk. Every next step. All current, all in one place.
DealBoard surfaces what actually matters, overdue actions in red, risks in yellow, AI recommendations in purple, so you spend 60 seconds orienting, not 20 minutes hunting. Walk into any call, any review, any handoff fully briefed and ready to act.


What's inside
AI-prioritized follow-up queue
Overdue in red, at-risk in yellow, AI recommendations in purple.
Pipeline target visualization
Live donut chart showing Closed, Pipeline, Gap, and At Risk.
Inline task management
Update status, reassign, and set due dates without leaving the board.
Quick-create from anywhere
Add tasks, meetings, contacts, or deals in one click.
Weekly achievement tracking
Ring charts for meetings held, contacts reached, emails sent.
Color-coded urgency at a glance
Scan your entire pipeline in under 60 seconds.
Pace-aware target card
Attainment and deal health badges, quota-coverage donut, and week-over-week trend arrows in one panel.
Numbers that agree everywhere
My Pipeline, My Target, Deals and Pipeline Health all count and scope deals identically, closed-won included.
This week and last week
Toggle achievements between the current and prior week with real data behind both.
Priority-ordered queues
To Do's and follow-ups are ranked by manual order, then high priority, late and at-risk.
Browse every deal in place
Overflow lists scroll inline, so nothing hides behind a "+126 more" counter.





