For you or your client

Pipeline & Tasks

The board our own team runs every deal on — deals by stage, tasks per person, one screen. Deployed for your client with their stages and their people.

Sample data — your client sees their own deals

Total pipeline $44,700 +15.8% 9 open deals

Weighted $21,300 +8.3% by close probability

Won this month $7,500 −4.0% vs last month

Person JBTBKCJSDA

Filter Sort ···

Lead2 $6,400

RHRamirez HVAC$3,600

HVACNew lead

Aug 7 First call Thu

TBLead list

SPSummit Physical Therapy$2,800

PhysioCalled — no answer12d

Aug 6 Retry tomorrow

JBReferral

+ Add deal

Discovery2 $9,400

BVBella Vista Med Spa$7,500

Med spaDemo booked

Aug 12 Demo Aug 12

JBAudit

SASunrise Auto Repair$1,900

AutoAudit sent

Aug 9 Follow up Wed

TBLead list

+ Add deal

Proposal2 $7,600

NCNorth County Roofing$5,200

RoofingProposal out21d

Aug 6 Waiting on owner

JBReferral

FBFresh Bites Catering$2,400

CateringRevising quote

Aug 8 Send v2 Fri

KCInstagram

+ Add deal

Negotiation1 $9,000

CPCoastal Property Mgmt$9,000

PropertyTerms review

Aug 11 Legal call Mon

TBOutbound

+ Add deal

Verbal1 $4,800

PSPacific Smile Dental$4,800

DentalVerbal yes

Aug 5 Contract sent

JBFacebook ad

+ Add deal

Won1 $7,500

CACarlos Auto Group$7,500

AutoWon

Aug 12 Kickoff next week

TBReferral

+ Add deal

Opportunity	Amount	Driver	Source	Status	Prob.	Action / next step	Due
Lead· 2$6,400
▸Ramirez HVAC	$3,600	TB	Lead list	New lead	10%	First call Thu	Aug 7
▸Summit Physical Therapy12d	$2,800	JB	Referral	Called — no answer	10%	Retry tomorrow	Aug 6
+ Add deal
Discovery· 2$9,400
▾Bella Vista Med Spa	$7,500	JB	Audit	Demo booked	25%	Demo Aug 12	Aug 12
Steps · Lead to retro playbook 3Send audit reportTBDoneAug 2 4Book demo with the ownerJBDoneAug 4 5Prep proposal draftKCIn progressAug 11
▸Sunrise Auto Repair	$1,900	TB	Lead list	Audit sent	25%	Follow up Wed	Aug 9
+ Add deal
Proposal· 2$7,600
▸North County Roofing21d	$5,200	JB	Referral	Proposal out	45%	Waiting on owner	Aug 6
▸Fresh Bites Catering	$2,400	KC	Instagram	Revising quote	45%	Send v2 Fri	Aug 8
+ Add deal
Negotiation· 1$9,000
▸Coastal Property Mgmt	$9,000	TB	Outbound	Terms review	65%	Legal call Mon	Aug 11
+ Add deal
Verbal· 1$4,800
▸Pacific Smile Dental	$4,800	JB	Facebook ad	Verbal yes	85%	Contract sent	Aug 5
+ Add deal
Won· 1$7,500
▸Carlos Auto Group	$7,500	TB	Referral	Won	100%	Kickoff next week	Aug 12
+ Add deal

Total pipeline$44,700+15.8% 9 open deals

Weighted$21,300+8.3% by close probability

Won this month$7,500−4.0% vs last month

Amount by stageMonthly

$6,400

Lead

$9,400

Discovery

$7,600

Proposal

$9,000

Negotiation

$4,800

Verbal

$7,500

Won

To do3

Send revised quoteNorth County RoofingJB

Prep audit reportSunrise AutoTB

Load price listPacific Smile DentalKC

In progress2

Draft kickoff planCarlos Auto GroupKC

Chase signatureCoastal PropertyTB

Done2

Discovery callBella Vista Med SpaJB

First outreachRamirez HVACTB

What's on the board

Deals by stageGrouped like the deal actually moves.

Drag & dropGrab a deal, drop it on the next stage.

FiltersBy person, country, industry — like Notion.

Aging alertsDeals untouched 7+ days get flagged.

Steps per dealThe playbook loads its steps, pre-assigned.

Voice commandsSay it — it proposes the change, you confirm.

Works on the phoneRows become cards. Same data.

ForecastAmounts by stage, weighted, always current.

Why this sells: it's not a demo we built to impress you — it's the board our own team runs every deal on, deployed for your client with their stages, their people and their playbook. The data lives in Notion, a tool they can always open themselves.