Workspace/Operate/CRM Pipeline

CRM Pipeline

Operate · Pipeline

CRM Pipeline

Sales and account management with searchable records, staged deals, and inline follow-up.

Pipeline
$1.42M
+9 dealsweighted $924K
Forecast
$420K
This quarter78% commit
At Risk!
$182K
Needs action3 deals slipping
Win Rate
38%
+4.8 ptsrolling 90d

Pipeline Board

Stage-based account movement. Drag to advance a deal.

Qualified 2$140K
Nimbus Health$86K
Discovery call tomorrow
AR Anita4d
Riverline Foods$54K
Send capabilities deck
DP Dev6d
Proposal 2$170K
Metro Finance$42K
Procurement review
RI Rahul9d
Apex Learning$128K
Pricing v2 due Thu
MS Mira12d
Negotiation 1$118K
Kalinga Retail$118K
Legal redlines
MS Mira18d
Review 2$156K
Sundial Energy$64K
Security review
DP Dev21d
Bhubaneswar Labs$92K
Final sign-off
AR Anita24d

Deal Register

Searchable table pattern for server-rendered CRM records.

AccountValueStageOwnerUpdated
Nimbus Healthops@nimbushealth.io$86KQualifiedARAnita2h ago
Metro Financedeal@metrofin.co$42KProposalRIRahul5h ago
Apex Learningrev@apexlearn.in$128KProposalMSMirayesterday
Kalinga Retailkavya@kalinga.in$118KNegotiationMSMirayesterday
Sundial Energydeal@sundialenergy.io$64KReviewDPDev2 days ago
Showing 5 of 24 deals

Follow-up

Log next action against the selected deal.

iMetro Finance
Decision-maker engaged. Procurement review is the active blocker.