Know in June whether you hit goal in December
Forecasts from your velocity, close rates, and pipeline history, and the moves that beat goal.
A forecast that shows its reasoning
Monthly, quarterly, and annual forecasts built from your close rates, sales velocity, time to close, and pipeline history. Three scenarios, and it back-tests its own accuracy every month.
Watch revenue move from practice area to outcome
Every open matter flows from sub-practice through Qualified and Engagement Sent to the team member who owns it and the dollars closing soon. One glance shows where deals pool, which stage leaks, and who carries the quarter.
Velocity, close rate, and time to close, always on
The numbers a managing partner actually steers by, computed live and trended against last period. When velocity slips or time to close creeps up, you know that week, not at year-end.
Show rates, no-shows, and what a meeting is worth
Show rates, reschedules, and the number that matters most: how often a held meeting becomes a retained matter. When Thursday afternoons beat Monday mornings two to one, the heatmap says so.
The deals going quiet get loud
Any matter sitting too long in its stage gets flagged with a recommended action and a tone: urgent, priority, or monitor. Partners chase the right files instead of the loud ones.
Not just the data. The plays that beat goal.
The Close the Gap report turns the shortfall into your team’s to-do list: the meetings to book, the letters to revive, the likely closers to push. Run the plays and the plan lands past goal, not at it.
Quotas, close rates, and revenue per meeting, by name
Every intake and sales teammate with their quota progress, revenue per meeting, close rate, and trend. Pair it with Meeting Intelligence and the why behind every number is one click away.
See exactly where your clients and leads come from
Every signed client pinned on the map. Spot the neighborhoods that sign, the suburbs that browse, and the gap between where your ads spend and where your retainers live.