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The Platform · For Managers

What a Manager sees.

Five screens that show the pace of the pipeline.

The team dashboard with Target Outlook, team velocity, open pipeline and a table of each Rep’s activity this week.1 · Team dashboard
A report of steps completed each week against steps due, with team totals above it.2 · Reports
A 1 on 1 prep document for a Rep, with key figures against the team, strengths and gaps.3 · Manager Engagement
A team quarterly review showing the scorecard against the previous quarter and results by Rep.4 · Quarterly and annual
A Deals plan with steps in order, each with an owner and a due date.5 · Plans your way
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Team dashboard

See the pace of the whole pipeline today.

  • A team velocity score out of 100, built from activity, execution, pipeline, momentum and results
  • Open pipeline, deals closing in 30 days and ageing steps, updated as Reps work
  • Each Rep’s activity against their weekly targets
  • Select a Rep to see exactly what that Rep sees

A step library, ready on day one.

Pick from a built-in library of stages and steps that B2B deals tend to need, and the plan is built. Each step has a short note that explains what it is for.

Discovery & Qualification stage

Discovery callPain points documentedQuantify the cost of the problemCurrent-state process reviewCurrent tools and spend listedCheck for an existing contract or renewal date+ more

Solution & Security Validation stage

Product demoDemo recording and resources sharedIntegration requirements confirmedSingle sign-on requirements confirmedPerformance requirements confirmedAccessibility requirements confirmed+ more

Scope, Pricing & Quote stage

Product and specification confirmedVolume and order pattern confirmedCurrent supplier and price capturedDelivery location and lead time confirmedSample or spec sheet sentAlternative products or grades offered+ more

Contracting & Legal stage

Contract providedContract receivedPlain-language contract summary sharedOrder form preparedOrder form agreedRedlines received+ more

Not quite what you need? Make it yours.

The library is a starting point. Every step can be changed to match how your deals, and your buyers, actually work.

  • Rename, reorder or remove any stage or step
  • Add your own, with an owner, due date and description
  • Mark who has to move: your team, the buyer, or both

Try it with sample data.

The demo is the real product with sample deals in it. Nothing you do there is saved.

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