Workspace Overview
This quarter at a glance.
Open value
—
— deals
Weighted forecast
—
90-day
Won this season
—
— win rate
Quota progress
—%
Deals created · 14d
cadenceTop deals open
All dealsRecent activity
live feedWorkspace Pipeline
Where every deal lives.
Workspace Deals
All deals across pipelines.
| Deal | Company | Stage | Value | Owner | Close | Health |
|---|
Workspace Companies
Accounts you're working with.
Workspace Contacts
People in the loop.
| Name | Title | Company | Tags |
|---|
Workspace Settings
Tune the workspace.
Workspace
branding · quotaHow it works
architecture- FastAPI21 endpoints at /api/brim/*
- PostgreSQL7 tables, FK cascades, indexed FKs
- Weighted forecastSUM(deal.value × stage.win_probability / 100)
- Multi-pipelineEach pipeline owns its stages + probabilities
- Activity lognote / call / meeting / email / stage-change auto-logged
- Quota trackingReal-time progress vs configurable target