Sales dashboard
Pipeline, forecasts, mobile KPIs, M365 integration.
Replaces: pipeline-q4.xlsx · 1 per rep · not synced
The problem
One pipeline file per rep, never synced, and management has no reliable consolidated view. Forecasts become a fiction negotiated in meetings.
What the app does
A single shared pipeline, updated by each rep from their mobile.
Forecasts consolidated automatically, no copy-paste.
Key KPIs 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 tenant
The app lives with you, on your Microsoft 365. Your data never leaves your environment.
Power Platform and Dataverse
Built on Power Apps and Dataverse, with our proprietary PCF Controls and templates for faster, more robust delivery.
Mobile, web and Teams
Available everywhere: browser, mobile, and right inside Microsoft Teams. Offline when the field demands it.
Security and permissions built in
Microsoft authentication, role-based access, full traceability. Microsoft 365 security by default.
What you gain
One single truth on the pipeline.
Forecasts based on data, not gut feel.
Management steers, reps sell.
Tailored, fixed price
This template, fitted to your business.In 4 weeks.
We start from this proven base, adapt it to your processes and your brand, and deploy it in your tenant. Contracted scope, locked price, guaranteed timeline.
Request this template