Sales Room

A revenue board with deal values, weighted pipeline, contacts, sources, probabilities, and next steps.

5deals
$68000pipeline
$37200weighted
1won

Lead

1

Northstar Labs

$8000

Wants a hosted internal planning board for research ops.

☎ Priya ShahInboundSaaS15%Next: Send discovery notes

Qualified

1

Cedar Studio

$12000

Needs editorial workflow and lightweight approval tracking.

☎ Jon BellReferralAgency35%Next: Book workflow mapping call

Demo

1

Atlas Research

$24000

Security review for self-hosted Goja apps and SQLite data retention.

☎ Dr. KwanConferenceResearch55%Next: Run architecture demo

Proposal

1

Trail Supply Co

$18000

Proposal sent for sales and inventory board prototype.

☎ Sam RiveraOutboundRetail70%Next: Follow up on pilot budget

Won

1

Blue Lake Guides

$6000

Signed pilot for trip planning Kanban with public checklist pages.

☎ Casey MoorePartnerOutdoor100%Next: Schedule onboarding