Sales management
Sales CRM
The pipeline, every deal and the revenue forecast in one place.
The problem
Sales teams often track deals in spreadsheets and chat, so managers cannot see which deals are stuck or where the quarter will land. Customer history is scattered, and whoever takes over a deal starts from scratch.
The solution
This design puts every deal on a kanban board by stage and shows days in stage, so a bottleneck is visible at a glance. The deal page gathers contacts, activity and next steps, and the forecast compares commit against target per rep.
The screens
- 01Sales pipeline as a kanban board, one column per stage
- 02Deal detail: progress, activity and contacts
- 03Quarterly forecast: commit against target by month and by rep
Key features
Kanban pipeline
Drag deals between stages; every column total updates as you go.
One page per deal
Contacts, activity history and next steps in one place.
Quarterly forecast
Commit, best case and target side by side, by month and by rep.
Stuck-deal flags
Deals that sit too long in a stage are marked.