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Mission Control is your operations center. It’s where you see the status of every opportunity, your team’s performance, and your business’s sales pipeline.

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The board (Kanban)

The board organizes all your opportunities into 5 columns:

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Board views

The opportunities board has two tabs:
  • Pipeline: the active flow with the 5 columns (from TO ATTEND to LOST). It’s the default view and where the team works day to day. You can filter by sales rep.
  • Out of funnel: the opportunities that left the active flow, archived or dormant due to inactivity. Nothing is deleted: from here you can reactivate any of them. We cover it in the Out of funnel section.

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Metrics

From Mission Control you can answer questions like:
  • How many inquiries did we receive this month?
  • How many opportunities are in quoting right now?
  • How much could we invoice if pending sales close?
  • What is our conversion rate?
  • Why are we losing sales? (price, competition, lack of follow-up)