Every rep gets a dedicated opportunity board, advancing through five stages — Initial Intent → Solution → Quote → Negotiation → Signed — via drag-and-drop, with amount forecasting, win-rate management and linked follow-up, so you know exactly how big your pipeline is.
Sales funnel management is the core of personal performance visualization; My Opportunities lets you see the whole pipeline at a glance
A 5-stage board with one column of cards per stage; drag opportunities to switch stages and visualize the progression
Each stage's total opportunity value auto-aggregates; potential performance for the quarter / year = stage amount × win rate
Each stage has a default win rate (10% / 30% / 50% / 70% / 90%), fine-tunable per opportunity
Opportunity cards show the last follow-up time, with overdue ones flagged red to keep opportunities from going zombie
A personal conversion funnel showing conversion rates from initial intent to signing, revealing your own sales weak spots
Winning or losing an opportunity requires a reason, building an experience library for the team to review and learn from
Ruida · Line Upgrade
Huawei · Annual Deal
Yunqi · SaaS Renewal
Reps often can't tell themselves "how many deals I'll close this month." Place all in-progress opportunities on the 5-stage board, and each column's total auto-accumulates, making the month's forecast revenue clear at a glance.
Default Win Rate by Stage
Each stage has a default win rate (e.g. Initial 10%, Quote 50%, Negotiation 70%), and the system aggregates a weighted forecast by "opportunity amount × stage win rate." Actual close data at month-end feeds back, and win rates auto-calibrate.
Running 20 opportunities at once, each worth 300K-2M, using the board view to position by stage.
With 6-12 month sales cycles, the board reveals who's still stuck at solution discussion and who should be pushed into the quote stage.
In the final month, check the "Negotiation" and "Signing" stage opportunities and concentrate firepower to close the existing pipeline.
Reps bring board screenshots to meetings, managers see progress intuitively, and provide targeted resource / negotiation support.
The global opportunity view, from a manager and admin perspective
Un-followed opportunities recycle to the pool, claimable by others
Signed opportunities flow into contracts, auto-linked
Deep analysis of individual / team opportunity funnels
Move your sales funnel onto a board — performance visualization gives you confidence