Taskade Genesis builds your proposal pipeline dashboard from one prompt — agents update stage data as deals move, calculate weighted pipeline value, and flag at-risk proposals before they expire. ## What Is Proposal Pipeline Dashboard Automation? It's a live, relational view of every active proposal organized by sales stage, estimated value, and expected close date. Agents keep the data current by listening to status changes across your workspace and updating pipeline metrics without manual data entry. ## Why Use Proposal Pipeline Dashboard Automation? A stale pipeline view leads to stale decisions. An automated dashboard gives you a live pulse. - Stage-by-stage value: See the total value at each pipeline stage in a single Table view row. - Close probability weighting: Agents apply configurable win-probability percentages to each stage and calculate expected revenue. - At-risk flagging: Proposals that haven't moved in seven days get an automatic risk tag. - Relationship linking: Each pipeline record links to the client, owner, and proposal document via the Relationship field. - 7 views, one dataset: Switch between Table for numbers, Board for stages, and Calendar for deadlines — no data duplication. ## Who Should Use Proposal Pipeline Dashboard Automation? - Sales directors presenting weekly pipeline reviews to leadership. - Agency principals forecasting monthly revenue from active proposals. - Freelancers tracking their personal deal flow against monthly income targets. - Business development managers monitoring team performance across accounts. - CFOs needing reliable forward revenue visibility from open deals. ## How To Use Proposal Pipeline Dashboard Automation? 1. Clone the template from /automate — your dashboard populates as you add proposals. 2. Set stage probabilities (e.g., Sent = 20%, In Review = 50%, Verbal Yes = 80%). 3. Link each proposal to a client and owner using the Relationship field. 4. Set a weekly automation: agent reviews stalled proposals and adds a risk flag. 5. Share a read-only dashboard view with stakeholders using a custom domain (Business+).