See each client's open deals and weighted value by stage.
Deals grouped by stage with value, probability, owner and close date. Each client has its own board, and the sum per stage updates as cards move.
Built for an outbound agency running four client accounts.
The screen.
Pipeline
Fieldline Robotics · 12 open deals · $743,495 weighted
By hand, and with Keystone OS.
By hand today
Agencies track client deals in a spreadsheet per client, or in a CRM the client owns and the agency can barely see. Stage changes happen in chat: someone posts that a call went well, and the sheet catches up on Friday, if at all.
When a client asks what the pipeline is worth, someone adds up a column by hand, and nobody weights it by how likely each deal is to close.
With Keystone OS
Pick the client and the board shows every open deal by stage, from qualified and call booked through proposal and negotiation to closed won. Each card carries the deal value, its probability, the owner and the expected close date, and each stage shows its total.
The header shows the weighted value of the whole pipeline, so the number you give the client is one you can defend. The same deals open as a table or grouped by owner when you run the weekly review.
How it runs.
Choose the client
Switch boards from the client menu. Each client's deals stay separate.
Move the card
Drag a deal to its new stage when the call is booked or the proposal goes out.
Read the sums
Stage totals and the weighted pipeline update as cards move.
Switch views
Board for the day, table for detail, by owner for the review.
Where it stops.
It does not
- Does not set the odds; the probability on each card is the team's call.
- Does not forecast revenue beyond the weighting; it adds up what the team has entered.
Start with Land
One workflow automated, live in about a month. Quoted after a scoping call.
You approve a one-page system design before we build, so you see exactly what this screen will do in your business first.
