Pipeline value, revenue by source, deal stages, upcoming meetings, and today's risk callouts. Start here every morning to see where attention is needed.

Filter by 7 / 30 / 90 day windows to answer questions like 'how did we do this month?' Data can be exported for leadership reviews.

Deals ordered by value so you can see concentration risk at a glance. Shows which of your largest opportunities are currently scoring high risk.

All your deals in a table. Filter by status (active, at-risk, closed), search by name, scope to my deals vs. team. See value, stage, risk score, and last activity. Select rows for bulk stage updates or export.

Enter name, value, stage, and details. Stage drives risk scoring, so pick the correct one. You can change a deal's stage anytime from its detail page.

Summary, risk score, recommended next action, and an activity timeline (emails, meetings, notes, stage changes). Draft follow-ups with the email helper and see near-term predictions. Logging activity updates the risk score immediately.

Same pipeline, grouped by stage with count and value per stage. Expand a stage to review everything currently in Negotiate, for example, instead of scrolling one long list.

Counts of at-risk, overdue, and high-urgency deals. A critical list with value, risk score, and last activity. An action queue ranked Urgent then Important then Safe.

Days since last activity, stage, and value roll up into a 0.00 to 1.00 composite score. No activity for 7 to 14 days raises the score; healthy ongoing activity lowers it.

Bell icon in the sidebar and a callout on the dashboard, so you can jump to the worst deal of the day without opening the full Alerts page.

'Which deals are at risk and why?' · 'Summarize my pipeline this quarter.' · 'What is our biggest revenue concentration?' · 'Which Negotiate deals have gone quiet?'

Responses are generated against your current data at query time. Add or update a deal, ask again, and you get an updated answer.

Pipeline value, deal counts, risk distribution, stage breakdown, recent and 30-day activity, and top deals, all in one exportable view.

All alerts and activity in one feed. Filter by all or unread. Click a notification to open the related deal. Mark items as read as you work through them.

Settings → Notifications lets you turn channels on and off and tune what you want to be notified about. Sensible defaults out of the box.

Profile, risk thresholds (when a deal is flagged at-risk), and billing or payment if applicable.

Invite members, manage roles, and see who has access. Invitations use a tokenized link and expire automatically.

Per-channel toggles for in-app and email alerts. Mute categories you do not want without disabling the whole thing.

Add outbound endpoints to send deal and risk events to other tools. Signed with HMAC-SHA256 and retried on failure.

Connect Salesforce, HubSpot, Google Calendar, and Slack. Trigger a sync, see connection status, and rotate secrets without a reconnect.

Top-nav search bar accepts a company or deal name and jumps straight to the detail page. Also works from the deals list via the search and filter params.

Use the team selector in the nav to switch between teams. Deal lists and dashboards can be scoped to my deals or team-wide, so you can either focus on your own pipeline or see the full picture.