The problem
The pipeline lives in someone's head or a spreadsheet that's always out of date. Forecasts are guesses, and stale deals linger.
How it works
- Deals sync from your CRM or a simple board if you don't have one yet.
- Win rates are calculated by stage from your own closed deals.
- The board shows weighted totals and flags deals with no activity for too long.
- A weekly AI summary highlights movement, risks and the deals that need attention.
What it needs from you
- Your deal stages and what each means
- Historical closed-won and closed-lost deals
- CRM access or a starting spreadsheet
Why it's built this way
Weighting by your own win rates makes the forecast more honest than gut feel.
Stale-deal flags turn the board into a to-do list.
How it stays under control
- Read-only by default
- Suggested updates require owner approval
- Win-rate math shown, not hidden
- Weekly summary reviewed by sales lead
The path to autonomy
The board and summaries are read-only views. Any CRM updates the AI suggests are approved by the deal owner.