Dashboard

Northwind Preview · Free plan

Revenue won

$326,000

Closed-won lifetime

Pipeline value

$359,000

4 open deals

Projected finish

$190,200

Weighted + won this month

Win rate

80%

2 hot leads · 12 / 50

Revenue performance

Won each month vs open and weighted pipeline

Sales Copilot

Answers stay inside your organization · AI Gateway (google/gemini-3.6-flash). Qualifier automation is locked on Free. Each question uses one AI credit.

Ask about pipeline coverage, a deal stage, or a lead summary. Tenant scope comes from your Clerk session, never from the prompt.

Pipeline health

50%

4 open deals

Deals at risk

25%

Need a follow-up or close date

Follow-ups done

33%

Completed tasks this workspace

Pipeline

Value by stage, including closed deals

discoveryqualifiedproposalnegotiationwonlost

Quota pulse

Weighted coverage of open pipeline, plus closed win rate

53%

Coverage

80%

Win rate

Deal mix

Open, won, and lost value

Open4 · $359,000
Won4 · $326,000
Lost1 · $12,000

Deals at risk

Atlas regional discovery

Health 20 · At Risk

$37,000

Open deals

Helios national rollout

Helios Logistics

Proposal$186,000

Brightforge sales suite

Brightforge Industrial

Negotiation$94,000

Northline pilot

Northline Capital

Qualified$42,000

Atlas regional discovery

Atlas Health Systems

Discovery$37,000

Recent activity

Qualifier scored Helios as Hot (86) based on warehouse count and timeline.

note · Sep 5, 2026

Sent pipeline recap and proposed a 30-minute working session.

email · Sep 4, 2026

Moved Brightforge sales suite to Negotiation.

stage · Sep 3, 2026