See the deal.
Every row tells you what to do next
Score, risk, and a written next step for every open deal, grouped by stage. The next step is the actual move, in a sentence, the one a good manager would give you if they had time to read the account.
Risk is a colour you can scan in three seconds. The deals that need you today are obvious before you’ve opened anything.
The qualification depth you ask for and never get
A short readout of where the deal stands, then the stage with the reasoning for why it hasn’t reached the next one. Underneath, BANT+ runs the whole committee: economic buyer, decision criteria, decision process, paper process, champion, alternatives, metrics, urgency drivers.
It separates what the buyer said from what the rep entered. When the amount in your pipeline is the rep’s estimate rather than a figure anyone at the account has quoted, it says so. When no ROI target exists, it says that too. The absences are the findings.
Below that: objections and risks, strategic next steps, and action items split by who owes what, sitting on top of the activity record they came from.
Every row tells you what to do next
Score, risk, and a written next step for every open deal, grouped by stage. The next step is the actual move, in a sentence, the one a good manager would give you if they had time to read the account.
Risk is a colour you can scan in three seconds. The deals that need you today are obvious before you’ve opened anything.
The qualification depth you ask for and never get
A short readout of where the deal stands, then the stage with the reasoning for why it hasn’t reached the next one. Underneath, BANT+ runs the whole committee: economic buyer, decision criteria, decision process, paper process, champion, alternatives, metrics, urgency drivers.
It separates what the buyer said from what the rep entered. When the amount in your pipeline is the rep’s estimate rather than a figure anyone at the account has quoted, it says so. When no ROI target exists, it says that too. The absences are the findings.
Below that: objections and risks, strategic next steps, and action items split by who owes what, sitting on top of the activity record they came from.