Each column is a stage in your sales process and each card is a deal with its owner, value and score. Drag a card across and every total updates before you let go.
What it saves you
The Friday hour spent re-adding columns in a spreadsheet.
In your week
Open it Monday, scan the right-hand columns, and start with whatever has sat still longest.
Every lead is scored on two things: how closely they resemble your best customers, and how much they engage. Open the pricing page twice and the score climbs. Go quiet for three weeks and it eases back down.
What it saves you
Guessing which of forty names deserves the first call.
In your week
Sort by score each morning and work from the top. Set an alert at 70 and the owner hears about it the same day.
Commit is everything in proposal or won. Best case adds what is still qualifying. Both sit beside your quota and both move the moment a deal changes stage.
What it saves you
Rebuilding the forecast by hand before every leadership meeting.
In your week
Check commit against quota on Wednesday, while there is still time to move a deal along.
Product walkthrough, 45 minutesOct 21, 11:00 AM · three attendees
Email: follow-up and fleet checklistOct 19, 4:05 PM · replied within 2 hours
Demo request form submittedOct 15, 8:40 AM · source: website
IC
Ines Calderón
Operations Director
Deal
Tamarack fleet rollout
Value · stage
$38,200 · Qualified
Owner
Maya Okafor
Score
91 Hot
05
Tasks and reminders
Quiet deals get a gentle tap.
Set a rule once, such as “remind the owner after five quiet days,” and Bellerophon adds the task to their list. Tasks sit next to the deal they belong to, so the reason is never lost.
What it saves you
The follow-up that was meant for Tuesday and got remembered the next month.
In your week
Reps start the day with a short list that is already in priority order.
Check in on pricing questionsAuto: quiet for 5 days
Kestrel Marine
2:30 PM
Book a second demoAdded by Devon Pruitt
Halvorsen Dental
Tomorrow
Log call notesDone 9:40 AM
Sable Creek Farms
Done
Alert the owner at score 70
Remind after 5 quiet days
Weekly digest to team lead
06
Team reports
See who needs a hand, not who to blame.
Quota, win rate and open pipeline roll up by rep and by month from the same deals your team already works. Managers see where a rep is stuck early enough to help.
What it saves you
Asking each rep for numbers before a one-to-one.
In your week
Open the team view before standup and let the board lead the conversation.