Opportunities & Deals

Track every deal, see what needs attention, and move your pipeline forward.

• Creating a dealAdd a new deal to your pipeline in seconds and start tracking it from day one.
• Tracking deal stages and your pipelineView every deal by stage, drag deals forward as they progress, and keep your pipeline value up to date.
• Seeing deal health and what needs attentionRead a deal's health at a glance and follow the suggested actions that raise your odds of winning.
• Preparing for a call with a deal briefingGet an instant, ready-to-read briefing before any call so you walk in fully prepared.
• Generating and sharing a customer business planTurn a deal into a polished, customer-ready business plan and share it instantly with a link.
• Understanding your win patterns with analyticsSee your win rate, deal values, and the patterns that drive your results over any period.