Everything a founder, sales leader, or board needs to understand the business — without a data analyst or BI tool.
Pipeline Intelligence
Total pipeline value, deal velocity by stage, average deal size, and where deals are stalling. Know whether the business has enough in the pipeline to hit targets — before it is too late to act.
Relationship ROI
Which relationship clusters are generating pipeline. Which are dormant. If your investor cluster drives 60% of pipeline, you should know that — and focus there.
Network Health Score
Distribution of health scores across all contacts. How many are going cold this month. An early warning system that turns a future problem into a present action.
Activity Analytics
Which activities — calls, emails, meetings — correlate with deals advancing for your specific business. Not generic benchmarks. Your data. Your patterns.
Team Performance
Activity volume, pipeline contribution, and relationship health by team member. Identify top performers and coaching opportunities without micromanagement.
Board-Ready Export
One-click PDF of key metrics formatted for investor or board reporting. Removes 3–5 hours of manual work before every board meeting. Every time.