▶What this tool does – in brief
- Tailored to your sales process – which stages there are and when something moves on comes from your process. What you see here is an example, not a template.
- Moves on by itself – once a salesperson is assigned or every required entry is complete; larger quotes run through approval.
- Every stage with its own deadline – miss it and the row turns red. The tool speaks up before anyone has to ask.
- Due today and overdue kept apart – two figures at the top, one click hides everything else.
- Lost enquiries with a reason – so it becomes clear why a quote does not turn into a contract.