Pipeline & Deal Management
The board your team already knows, with a forecast on every card.
Nothing about the pipeline view is exotic. Stages run left to right, cards drag between them, and your process stays yours. What changes is that each card carries a health read, so the board stops looking uniformly healthy.
Pipeline forecast
Illustrative board view, scored on live activity
Qualified
2
Northbeam Logistics
₹4,80,000 · 6d in stage
Satara Agro Mills
₹2,15,000 · 11d in stage
Proposal sent
2
Hexfield Interiors
₹12,40,000 · 9d in stage
Loomcraft Textiles
₹6,75,000 · 4d in stage
Negotiation
2
Varun Steelworks
₹18,90,000 · 7d in stage
Pinecrest Dairy
₹3,60,000 · 3d in stage
Commit
1
Arclight Media
₹9,25,000 · 2d in stage
Engagement recalculated on every new email, call and document view
7 open deals scored
Illustrative board. Weather glyphs change as engagement moves, one deal at a time.
Four ways to look at it
One pipeline, four framings, no duplicate data entry.
Reps tend to live in the today list and open the board for reviews. Leaders tend to do the opposite. Both read from the same records.
Forecast board
The standard stage-by-stage board, with a weather glyph and engagement score on every card. Drag to re-stage exactly as you would expect.
Today list
A single ranked column of deals that changed, went quiet, or have a follow-up waiting for review. This is the screen most reps keep open.
Risk queue
Everything currently flagged, newest first, with the reason and the suggested action attached to each row.
Account rollup
Deals grouped by account so a rep can see three open opportunities with one buying committee behind them.
Inside a deal
Six things every deal record carries without anyone filling in a field.
The record is assembled from activity. Reps add judgement and context, not administrative data.
Health and score history
A line showing how the score moved over the life of the deal, annotated with what caused each move.
Full activity thread
Mail, calls, meetings and document events in one chronological list, with nothing hidden behind a tab.
Stakeholder map
Who is engaged, who went quiet, and whether the deal is single threaded.
Next step and owner
The agreed next action with a date, and a flag when there is no next step at all.
Stage dwell comparison
Days in this stage against the norm for similar deals on your own team, not an industry average.
Suggested follow-up
The current recommendation, with the signals that produced it, ready to review and send.
Today list
Ranked by what changed
1Hexfield Interiors
Moved to at risk, 9 days without a reply
At risk
18
2Varun Steelworks
Proposal opened 3 times and forwarded internally
Hot
84
3Satara Agro Mills
No next step booked since the first call
Stalling
34
4Arclight Media
Contract sent, awaiting signature window
Commit
91
Four deals, ranked. Not forty cards that all look the same.
Ordering rules
- Cards are ordered by what needs attention, not by creation date
- A deal with no next step is always surfaced, whatever its score
- Backward stage movement is logged with a reason prompt
- Stage probability and engagement score are shown side by side, never merged
- Bulk edits are possible, but a bulk re-stage asks for confirmation
Nothing silently rots
A deal with no activity and no next step cannot sit quietly at the bottom of a stage. It is surfaced by rule, independent of its score.
Stage movement keeps its reasons
Every change of stage is recorded with who moved it and when, and a backward move prompts for a short reason you can read later.
Good news gets surfaced too
The board is not only a risk list. A deal warming up is as actionable as one going cold, and it gets the same prominence.
Deals live inside accounts, and accounts carry their own engagement trend.
See contact and account profilesRest of the engine
Each part feeds the next one.
One deal in this sample board moved stage and two changed forecast today.
Import your stages, keep your process, and watch the board stop looking uniformly healthy.
Macklore maps onto the pipeline you already run. The only thing it adds is an honest read on each card, which is usually enough to change how the week is planned.
- Hexfield Interiors moved to at risk
- Varun Steelworks flagged hot
- 4 follow-ups queued for review