Sales dashboard
Open deals, forecasts, mobile indicators, Microsoft 365 integration.
Replaces: pipeline-q4.xlsx · 1 per rep · not synced
The problem
One tracking file per rep, never synced, and management has no reliable consolidated view. Forecasts become a fiction negotiated in meetings.
What the application does
A single shared deal tracker, updated by each rep from their mobile.
Forecasts consolidated automatically, no copy-paste.
Key indicators available in real time, at the desk or at the client.
Native Microsoft 365 integration: Outlook, Teams.
Management view and rep view, from the same data.
How it's built
In your Microsoft 365
Everything lives with you, on your Microsoft 365. Your data never leaves your environment.
The tools already included
Built with the tools already included in your Microsoft 365, from building blocks we reuse from one project to the next.
Mobile, web and Teams
Available everywhere: browser, mobile, and right inside Microsoft Teams. Offline when the field demands it.
Your usual access
Your usual Microsoft access: everyone sees what concerns them, nothing to install, nothing new to remember.
What you gain
- 01
One single truth on open deals.
- 02
Forecasts based on data, not gut feel.
- 03
Management steers, reps sell.
Tailored, fixed price
This model, fitted to your business.At a fixed price.
We start from this model, adapt it to your processes and your brand, and deploy it in your Microsoft 365. Contracted scope, price and timeline set at scoping.
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