Track deals through every stage from lead to close. Manage pipeline stages, update deal status, forecast revenue, and identify bottlenecks in your sales process.
Initial release of Sales Pipeline Tracker, a skill for managing and optimizing your sales process. - Track deals across customizable sales stages from lead to close. - Add new deals with structured details (name, company, value, stage, etc.). - Update and log deal stage changes, including reasons and timestamps. - Generate pipeline summaries: deal counts, total/weighted pipeline value, upcoming closes, and stale deals. - Review individual deals with stage duration, next actions, risk, and competitors. - Analyze win/loss data: win rate, deal size, sales cycle, and reasons for lost deals. - Weekly pipeline review with key actions, at-risk deals, and health scoring.