Sales reps hate data entry. Team leaders drown in forecasts they cannot trust. The Manager Cockpit fixes both. Hard guards on the rep side. Full visibility, coaching prompts, and accountability on your side.
01. Hard guards
Every stage change requires a note. Every deal moving forward needs a scheduled next step. Missing next step? The rep must log a reason: waiting on client, parked, or dead. No more empty pipelines pretending to be healthy.
02. Team Pulse
See pipeline value, weighted forecast, wins this quarter, overdue tasks, stalled deals, and a hygiene score for every rep on the team. Coverage vs quota surfaced inline. Click any rep to drill into their book.
03. Risk board
Every deal scored by stage, age, temperature, and last-touch. The Risk Board surfaces the biggest exposures first, weighted by deal value. Ask the right question on the right deal, before it goes cold.
04. Forecast accountability
Stage-weighted probability vs AI-adjusted probability, per rep. When a rep's forecast is always higher than the AI's, you see it. Coaching conversations get grounded in the data, not gut feel.
05. Activity funnel
Contacted → Meetings booked → Meetings held → Proposals sent → Won. Every rep, every stage of the funnel, plus a Held → Won conversion rate. Separates the busywork from the closers.
06. Nudges and reminders
Send a targeted nudge from any risk row or team pulse card. Preset questions (‘Where is the next step?’, ‘Why is this stalled?’) or your own. Reps get automatic reminders on stalled deals and overdue tasks on their Today page.
07. 1:1 Agenda Machine
Pick a rep. Get an agenda. Their biggest deals, their stalled deals, their missing next steps, their forecast delta, and MEDDIC-style challenge questions ready to ask. No prep required.
08. Audit trail
Stage changes, ownership changes, missing-step reasons, and comment history logged and searchable. When a deal dies, you know exactly why and when.
14 days free. Full manager cockpit included. No credit card.