Live Demo
Weekly pipeline scrub

Deal Health Board

10 active deals · 4 in Triage · 6 need review · entity health from cumulative summaries
Demo data
Pipeline value$5.8M
Value at risk$1.5M3 deals degrading
Stalling2≥2× stage average
Avg BANT72%10 qualified · excludes new
In Triage · 4handled in the triage queue, not in this week's scrubOpen Triage
Rodriguez family · 4BR Westlake
Lisa Park · Maria & Carlos Rodriguez
$680K
Under Contract
In triage
Go to item
Bellmont Ridge · 3BR SFH
Jake Morrison · Anita & Daniel Kim
$520K
Offer Prep
In triage
Go to item
Travis Heights · Duplex
Marcus Rivera · Brandon Hayes
$920K
Showing Scheduled
In triage
Go to item
Cedar Park · FHA bundle
Marcus Rivera · Samantha Reyes
$415K
Contacted
In triage
Go to item
Entity health
Needs review · 6this week's pipeline scrub
Deal · Rep
Value
Stage
Days
BANT
Entity
Last touch
Risk signals