Sales
Pipeline Pro
B2B sales pipeline dashboard with forecast tracking, deal boards, and win-rate analytics.
Forecast accuracy
+24%
Quarter-close projections became more reliable.
Stage velocity
+18%
Faster movement from proposal to close.
Manager visibility
Same-day
No manual rollups required for pipeline reviews.
Project context
Built for real operational constraints
Leadership wanted pipeline clarity and forecast confidence from live stage data.
Deal updates lived in notes and spreadsheets, making weekly forecast meetings reactive and inconsistent.
Client profile
Sales team managing mid-market deal flow across multiple stages.
Delivery timeline
6-week build with weekly stakeholder demos.
Stack
Product snapshot
The solution in action
The same lead image style used on the Work grid is carried here for a consistent premium visual narrative.
Pipeline overview
Stage distribution, value concentration, and risk visibility.
The challenge
Deal updates lived in notes and spreadsheets, making weekly forecast meetings reactive and inconsistent.
The approach
We delivered a pipeline command dashboard with stage analytics, weighted forecast views, and accountable next actions.
Implementation details
- Standardized stage definitions and required activity checkpoints.
- Built deal board with forecast contribution by stage.
- Added account-level action tracking for manager reviews.
Business outcomes
- Forecast visibility without spreadsheet exports
- Deals move faster with shared stage boards
- Managers see win-rate trends in real time
Mendocino County
39°18′N · 123°24′W
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