Omar Haddad “A dashboard of our pipeline by stage, to keep.”
You have 23 open deals worth USD 412,600.00. Qualified holds 9 of them, USD 96,400.00. Proposal has 7, USD 141,200.00, the most money in one stage. Negotiation has 4, USD 118,000.00, with Tidewell the largest. Verbal yes has 3, USD 57,000.00.
Pipeline by stageMade by Omar HaddadVersion 1Share
Open deals23
Open valueUSD 412,600.00
Qualified9dealsUSD 96,400.00
Proposal7dealsUSD 141,200.00
Negotiation4dealsUSD 118,000.00
Verbal yes3dealsUSD 57,000.00
Negotiation
TidewellDana WhitfieldUSD 48,000.00
QuillonPriya NairUSD 31,500.00
and 2 more
The Agent's answer about the pipeline, first as a paragraph: how many deals are open and what they are worth, and each stage with its count and amount. The words go, the stages and the figures move into place, and the paragraph becomes a page, Pipeline by stage, with a bar for each stage, its version and Share. Pointing at a stage lists its deals and who owns them.
The tool your job was missing.
One sentence to the Agent. One page, on the records you already keep.
Reorder this week
Pro kitStellan24
Starter kitNovari60
Pro kitNovari12
“What to reorder this week, by supplier.” Mei Tan, Operations
Away next month 20 working days
Dana
Mei
Priya
“Who is away next month.” Elif Demir, People
Deals by source, Q4
Search9
AI referral6
LinkedIn4
Events2
“Which sources brought deals this quarter.” Tomás Reyes, Marketing
Overdue, oldest first
QuillonUSD 21,900.0016 days
SunmarkUSD 18,400.009 days
BrevioUSD 6,250.004 days
“Overdue invoices by customer, oldest first.” Lena Ortiz, Accounts
Four pages made with the Agent by four teams: what to reorder this week by supplier, who is away next month, which sources brought deals this quarter, and overdue invoices by customer, each with the sentence that made it and who asked.
Everyone sees their own numbers.
Share one page with the team. Each seller sees their own commission; the manager sees everyone's.
Commission this quarterMade by Rafael CostaRafael Costa
5% up to USD 100,000.00, then 8%
SellerWonCommission
Dana WhitfieldUSD 96,500.00USD 4,825.00
Priya NairUSD 88,200.00USD 4,410.00
Mei TanUSD 41,300.00USD 2,065.00
TeamUSD 226,000.00USD 11,300.00
Commission this quarterMade by Rafael CostaDana Whitfield
5% up to USD 100,000.00, then 8%
Your commissionUSD 4,825.00
Won so farUSD 96,500.00
If Tidewell closes USD 8,560.00
Commission this quarterMade by Rafael CostaPriya Nair
5% up to USD 100,000.00, then 8%
Your commissionUSD 4,410.00
Won so farUSD 88,200.00
If Sunmark closes USD 7,000.00
One page, Commission this quarter, made by the sales manager and shared with the team. Seen by the manager it lists every seller; seen by a seller, only their own commission and what it would be if their largest open deal closed. Moving the pointer across the page changes who is looking.
Share it. Ask for the change.
Only people in your organization can open it.
Share this artifact
Everyone at your organization
Dana WhitfieldCan edit
Priya NairCan comment
SSalesCan view
Always share latest version
Copy link
Share with people or teams. Each can view, comment or edit.
Comments
Priya Nair 2h
Can Negotiation show each owner's deals?
Ask the Agent to apply
Version 2 · Negotiation by owner
Comment, and the Agent applies it. The change comes back as a new version.
Versions
Version 3Each owner's deals, all stagesNewest
Version 2Negotiation by ownerShared
Version 1Pipeline by stageRestore
Every version stays. Restore one, or choose the one people see.
The Share window with two people and the Sales team, each able to view, comment or edit, and Always share latest version; a comment asking for Negotiation split by owner, with Ask the Agent to apply; and the page's versions, the newest and the one people see.
Each page keeps to itself.
It runs apart from your account and the internet, and tells you what it reads before it first opens.
Made by Rafael Costa, not by SalexHub. Whoever wrote this page could get what you type here, so don’t enter a password or a card number.
Commission this quarterMade by Rafael Costa
5% up to USD 100,000.00, then 8%
SellerWonCommission
Dana WhitfieldUSD 96,500.00USD 4,825.00
Priya NairUSD 88,200.00USD 4,410.00
Mei TanUSD 41,300.00USD 2,065.00
TeamUSD 226,000.00USD 11,300.00
Before this page opens
Rafael Costa made this page. Each time it opens it reads, as you:
The deals you can see
Open it
Above a page someone else made, the product says who made it and not to type a password or a card number into it; on its first open it lists what it reads, as you: the deals you can see, and totals over the invoices you can see, then Open it.