The weekly review, screen by screen.
Seven screens. Every number links to the evidence behind it.
01 · Review
One scroll, every Monday.
CRM commit and the evidence-weighted forecast side by side, by rep.
Conflicts first, then this week's actions and what changed.
02 · Deals
Every open deal, scored.
Sort by score, conflict, days quiet or close date.
Open a deal to see why, read the emails, and act.
03 · Changes
What moved since the snapshot.
Stage, amount, close date, owner, went quiet, re-engaged, won, lost.
Each change names the deal, the rep and the time.
04 · Reps
Forecast accuracy, per person.
Commit accuracy, slip rate, evidence coverage and reply times.
Built from the snapshots, not from opinion.
05 · Accounts and website
Which accounts are paying attention.
Visits from pipeline accounts, matched by domain. Beta.
No third-party reveal services.
06 · History
Every review, kept.
Open any past Monday as it was.
Accuracy accumulates as deals close.
07 · The Monday email
The review arrives before the meeting.
Headline numbers, top conflicts, top interventions, biggest changes.
One link per deal into the app.
See your own pipeline this way.
Bring your CRM login and your Microsoft admin to the call. Your first review can be ready the same day.