Money owed
At a glance
Who's in each stage
Team to-dos and requests
Revenue
Targets
Q4 focus · must-win accounts and target industries
Must-win accounts
Target industries
Money in, month by month
Paying clientsHot prospects, if they close
Totals include all matching rows.
Weighted forecast · next 3 months
Collections
Paying clients with billing overdue, on hold or invoiced · sorted by amount owed| Company | Monthly value | Billing status | Months unpaid | Amount owed | Promised payment | Chaser | Next chase | Actions |
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Edit a row, then choose Save. Amount owed = monthly value × months unpaid (1 month if months unpaid is blank). Months unpaid isn't tracked in the billing schedule, so enter it here; the hint shows scheduled billing months to date.
Sales
| Expected close | Next action | Owner | Update |
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Stage breakdown
Touched in last 14 daysNo touch 14+ daysClick a stage to filter the list
Blockers and accelerators
Accounts
Paying customers only: platform usage, billing and renewals
Simulations are counted at 2 platform credits per simulation. Usage: 25%+ of bought simulations used is Healthy, under 25% is Low, 0 is Not using.
Export and analysis
Trends
Stage conversion
| Stage | Reached it | Moved on | Share that moved on |
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By industry
| Industry | Open | Paying | MRR |
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By source
| Source | Deals | Past demo | Paying |
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Pipeline summary
Plain text of stages, risks and Q4 targets for chat or email.
Sync summary
Open actions, requests and low-usage clients for the All-Leads sync.
All deals
Every deal and field as a spreadsheet file.