Revenue Operations
Sales CRM, pipeline management, forecasting, and revenue intelligence
RevOps Management Suite (New)
This RevOps module integrates with AR, Subscriptions, FP&A, Payroll, and AI/ML Intelligence. All data is mocked for demonstration purposes.
Pipeline Value
Weighted pipeline
Q1 Forecast
74% to target
Customer Health
Avg health score
At Risk Accounts
Need immediate attention
Action Items
Tasks requiring immediate attention
6 at-risk accounts need outreach
Health scores below 50, renewals in 90 days
$650K gap to Q1 target
Focus on accelerating 8 deals in negotiation stage
12 high-value leads need follow-up
Enterprise prospects > $100K potential
Sales CRM
Customer relationship management
• Accounts and contact management
• Lead and opportunity tracking
• Activity and communication logs
• Account health scoring
Sales Pipeline
Deal tracking and management
• Weighted pipeline by stage
• Win/loss analysis and trends
• Deal velocity and conversion
• Pipeline coverage metrics
Revenue Forecasting
AI-powered predictions
• Quarterly revenue forecasts
• Rep quota attainment
• Forecast accuracy tracking
• ML-powered predictions
Sales Commissions
Commission tracking and payouts
• Commission plan management
• Quota and attainment tracking
• Payout calculations and schedules
• Payroll integration
Customer Success
Retention and expansion
• Customer health monitoring
• Renewal pipeline tracking
• Upsell and expansion opportunities
• NPS and satisfaction scores
Quote-to-Cash
Proposals and contracts
• Quote generation and tracking
• Proposal and contract creation
• E-signature workflows
• Revenue recognition triggers
Sales Analytics
Reports and insights
• Sales performance dashboards
• Territory and rep analysis
• Customer acquisition metrics
• Win/loss and pipeline reports
AI Sales Assistant
Intelligent sales insights
• Lead scoring and prioritization
• Churn risk prediction
• Deal close probability
• Next best actions
Platform Integrations
Connected systems
• Accounts Receivable (invoicing)
• Subscriptions (MRR/ARR)
• FP&A (forecasting)
• Payroll (commissions)