Pipeline Intelligence
Deal stages, weighted values, and pipeline-to-pipeline conversion.
Pipeline intelligence reads deals from your PSA or CRM and turns them into a single executive view of what is incoming.
Stages
The Pipeline widget shows deal stages, weighted values (probability
times deal size), and the share of pipeline at each stage. Click
through to /pipeline for the full deal list with sort, filter, and
drill-down.
Weighted vs unweighted
The widget defaults to weighted pipeline (probability-adjusted) because partners care about expected value, not best case. Toggle to unweighted for the raw sum.
Aging within stage
Deals that sit too long in one stage are usually stuck. The widget flags deals exceeding the firm's median time-in-stage so you can chase or disqualify.
The morning AI insight
A daily insight identifies the deal most likely to close (or stall) this month based on stage velocity and engagement signals.
Pipeline accuracy depends entirely on your PSA hygiene. Pin the Pipeline widget on your sales lead's dashboard so they see the same view you see.