A list of quotes tells you what you sent; a pipeline tells you what is about to happen. This board moves every job from quoted to won or lost, so you can see your next two weeks of work — and your next two weeks of cash — before they arrive.
What's Included
- Stages, not rows: quoted, in review, won, lost — drag to move.
- Forecast view: likely revenue from what's in play.
- Bottleneck spotting: where jobs stall before they close.
- Per-client history: every quote you've ever sent them.
- AI summary: an agent recaps the week's movement in plain words.
How To Use
- Clone the app.
- Describe your quote-to-close stages.
- Drop open jobs onto the board and move them as they progress.
- Ask the AI agent what's likely to close this month.
Track individual quotes in the quote tracker, or browse sales apps in the Community Gallery.