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Security review complete 2 min ago New Invoice INV-2048 was paid 18 min ago New Project Orbit moved to QA 44 min ago New New customer account created 1 hr ago New
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CRM

CRM workspace with production-style cards, charts, tables, and operational signals.

Live workspace Fast static HTML Validated UI
Pipeline health

Sales leaders can see revenue risk, forecast quality, and expansion movement in one view.

Track deal velocity, account health, rep activity, and expansion risk from one sales command surface.

Pipeline $2.8M weighted forecast Commit $740K this quarter Coverage 3.7x target ratio
Lead quality 428 accounts
Proposal aging needs follow-up
Close confidence $740K commit
Expansion fit 12 accounts
Pipeline $2.8M +18.6%
Won Deals 84 +11
Avg Cycle 28d -3d
At Risk 9 +2
Quota Coverage North America is at 3.7x coverage with expansion deals leading.
Cycle Risk Nine proposals are older than 21 days and need next-step confirmation.
Expansion Signal Twelve product-qualified accounts are ready for account executive review.

Pipeline Board

Stage movement, deal value, and owner-ready notes.

Lead 428

Acme Retail $42K · Demo booked
HelioSoft $18K · New inquiry

Qualified 214

Cobalt Bank $86K · Security review
Northwind $31K · Budget aligned

Proposal 88

Aster Labs $64K · Legal review
Orbit Works $27K · Terms sent

Commit 34

Zenware $51K · Close plan
Bluefin $23K · Procurement

Deal Funnel

Lead
428
Qualified
214
Proposal
88
Commit
34

Pipeline Forecast

Weighted

Priority Accounts

Account Owner Stage
Aster Labs Maya Proposal
Cobalt Bank Rafi Negotiation
HelioSoft Nora Discovery
Northstar AI Omar Renewal

Rep Focus

Send renewal proposal Today, 10:30
Escalate legal review Awaiting owner
Book CFO follow-up Priority normal
Clean stale opportunities 2 comments

Priority Command Center

High-impact actions and operating context for this dashboard.

Updated
Send renewal proposal Owner assigned
Escalate legal review Needs review
Book CFO follow-up Ready today
Clean stale opportunities Follow-up queued

Control Snapshot

Current pressure, quality, and movement.

Forecast 92% commit coverage
New SQLs 146 +24 this week
Operating confidence 74%

Execution Path

Sequenced work for the next operating cycle.

1
Send renewal proposal In progress
Now
2
Escalate legal review Scheduled
Next
3
Book CFO follow-up Scheduled
Thu
4
Clean stale opportunities Ready for review
Fri

Priority Accounts

Ranked records needing attention.

1
Aster Labs Maya
Proposal
2
Cobalt Bank Rafi
Negotiation
3
HelioSoft Nora
Discovery
4
Northstar AI Omar
Renewal