β οΈPlease do not create a duplicate project name.β
πProject names are locked once created β they cannot be edited. Please do not create duplicate project names.
Net New Pipeline (New client) Existing New Pipeline (Existing client) Weighted = SOW Γ Probability%Use π Month-wise Revenue to show/hide the monthly columns.
π Active Pipeline
β Closed Won
β Closed Lost
Shared database on Cloudflare. Changes save live for everyone.
βΉοΈ Aggregate values are summed across mixed currencies (no FX conversion) β see enhancement notes.
Pipeline by Status
Value & count across all statuses
Net New vs Existing New
Open pipeline value by client type
Open Pipeline by Industry Head
Pipeline + Deferred only
Open Pipeline by Billing Entity
Pipeline + Deferred only
Expected Closure Timeline
Open pipeline SOW by expected closure month
Pipeline Movement β last 6 months
What changed each month: new adds, deferrals, wins, losses
π Why We Lose
Closed-Lost deals grouped by reason (count Β· value)
π’ Most Deferred Projects
Projects whose closure month slipped most often
π Recent Activity
Latest changes across the pipeline
Add New Project
Project name is set once here and then locked. Duplicate names are blocked server-side.
β Mark as Closed Lost
A reason is required to close a deal as Lost.
π₯ Users
Create a login for each Industry Head. Admins can manage users; users can add & edit projects.
π My Account
Update your email (used for reminders & password reset) and/or your password.