Pipeline accountability
Overview
Where every account stands, who owns it, when it was last touched, and what happens next.
What this records: deal stages, next actions and logged customer contact, so work can be handed over and forecast honestly. It does not track keystrokes, screenshots, idle time or location, and there are no productivity scores. Sign-ins and changes are logged for data-integrity purposes only.
Open deals
—
Open pipeline value
—
Sum of stated deal values
Overdue follow-ups
—
Next action date has passed
No next action
—
Open deals with nothing scheduled
Deals by stage
| Stage | Deals | Value |
|---|
Needs attention
| Deal | Owner | Next action |
|---|
Going cold (14 days, no contact)
| Deal | Stage | Last touch |
|---|
Recent activity
Accounts
Companies
Every organisation in the book, with its owner and the last time anyone spoke to them.
| Company | Region | Primary contact | Owner | Deals | Last touch |
|---|
Opportunities
Deals
Stage, value, owner and the next committed action — oldest commitments first.
| Deal | Stage | Next action | Owner | Value | Last touch |
|---|
Contact log
Activity
Every logged call, email, meeting and quote note, newest first.
| When | Type | Note | Deal / company | By |
|---|
Manager view
Team
Workload and follow-through per person. Activity counts show that accounts are being worked — they are not a performance score.
| Person | Role | Open deals | Overdue | Touches 7d | Touches 30d | Last activity | Last sign-in |
|---|
Administration
Users & audit
Accounts, roles and the change log. New accounts are issued a temporary password and must change it at first sign-in.
| Name | Role | Status | Last sign-in |
|---|
Audit log
most recent 100| When | Who | Action | Target | IP |
|---|