Every job you are working. Drag a card between columns to move it — the stage clock, the forecast and the hit rate all follow.
The scorecard gives you a read. The call is yours — and both get recorded, so you can see later whether trusting your gut paid.
People, their firms, and where each one sits against your touch cadence.
Who to call and why, drawn from the log: every follow-up date not yet marked done. Below it, everything logged, on every record.
Territories, goals, and how each person is actually doing against them.
Where the work actually lands. Committed backlog separated from weighted pipeline — because a forecast with no dates on it is just a number.
Closed work kept out of the working pipeline but never lost. Nothing here counts toward your live numbers — and anything here can come back.
Your CRM lives in this browser. Export regularly — the file drops into your CRM folder.
Export writes a single .json file with every record. Save it in your CRM folder. Import replaces everything currently loaded, so export first if you're unsure.
Last saved: —
Morning, 10 minutes. Open the Dashboard. Work the four columns left to right — bid deadlines first, then follow-ups due, then anything stalled, then new leads waiting to be scored. Anything you touch gets logged; the cadence clock resets itself.
New lead comes in. Enter it as a Project at Prospect. Once you've made contact, move it to the gate and score it. A job under the No-Go line either gets declined honestly or gets a condition attached — "we'll bid it if we get the shop drawings early."
On the numbers. Every job carries up to four: first glance, budget, bid, signed contract. Fill each one when it becomes real and leave the rest empty — the pipeline reports whichever rung the job has actually reached, so a prospect never forecasts at a bid price it does not have. Keeping the early numbers on the record is what makes the Estimate Accuracy panel work, and that panel is the honest answer to "how good are your budgets?"
Moving work along. The Pipeline board is the fastest way to keep this current. Drag a card to the next column, or use the ‹ › arrows on the card if that is easier. Dropping a job on Won asks what actually got signed; dropping it on Lost asks why. Every move can be undone from the notice that appears at the bottom of the screen.
Weekly. Check stage aging. A bid sitting 45 days in Bid Review isn't a live job, it's a ghost — either call it or close it. Stale pipeline is the most common reason forecasts lie.
Quarterly. Look at the calibration chart on the Go/No-Go board. If jobs you scored 80+ aren't winning at a materially better clip than the ones you scored 55, the weights are wrong. Adjust them. That feedback loop is the whole point of scoring in the first place.