Know your numbers before the month closes
Pipeline value, win rate, revenue booked versus collected, and jobs by stage — all live, all from the same board your crew works out of. See what is stuck, forecast where you will land, and coach reps with real numbers instead of a gut feeling.
- Pipeline value and win rate at a glance
- Revenue booked vs. collected, month to date
- Per-rep leaderboards that update in real time
The whole business on one screen
Stop exporting the CRM to a spreadsheet every Monday to figure out where you stand.
Live pipeline value
See total open pipeline and what it is worth by stage, updating the moment a job moves on the board.
Win rate that means something
Track close rate by rep, lead source, and job type — retail, insurance, commercial — so you know what actually converts.
Booked vs. collected
Watch revenue booked against cash actually collected, so you can see the gap you still need to chase down.
Spot what is stuck
Surface jobs sitting too long in a stage — proposals sent with no answer, installs booked but not scheduled — before they go cold.
Per-rep leaderboards
Rank the team on booked revenue, win rate, and jobs closed, so your Monday meeting runs on numbers instead of opinions.
Forecast the month
Weighted pipeline projects where you will land by month end, so you know if you are ahead or need to push.
Up and running in three steps
Work the board like always
Every lead, proposal, and payment your team moves through the pipeline feeds the dashboard automatically. No extra data entry.
Read the numbers live
Open Performance to see pipeline value, win rate, and booked vs. collected update in real time as jobs progress.
Coach and forecast
Use per-rep leaderboards to coach the team and the weighted forecast to call your month before it closes.
Pairs perfectly with
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