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Reference buildPipelineIQSales
See your pipeline and forecast without a spreadsheet
A drag-and-drop deal board with live totals and a weighted forecast.
Runs on sample data in a new tab. Not a client result.
How it works
- 1
Deals sit on a board by stage, and moving one updates the totals.
- 2
Each stage carries a win-rate weight, so the forecast reflects odds, not just the sum of deals.
- 3
The team works from one view instead of separate spreadsheets.
What to try in the demo
Drag a deal between stages and watch the stage totals and weighted forecast change.
What you need in place first
- ✓Named sales stages and what moves a deal between them
- ✓Deal data in one system
- ✓Honest stage win rates, even if estimated at first
In the readiness self-check this build needs at least: Connected data 4/6, Systems & handoffs 3/6, Mapped workflows 3/6. Check your scores
Want this running in your business?
We adapt it to your tools, set the controls, and measure it against your own baseline.