You cannot manage what you cannot see. Live pipeline across every consultant, every client, every proposal. The data you used to wait until Monday morning to find out is on your screen right now.
Sortable per-consultant table with the pricing signal (underprice / balanced / overprice) auto-flagged from the actual data. Read it once, you know where the coaching needs to land.
Consultants under pressure to hit numbers will drop margin to win. You usually find out in next month's P&L when it is too late. Per-consultant performance plus pricing signals show you who is leaving money on the table while there is still time to course-correct.
The deep, real features that move the needle for this role. Each one ships out of the box, no add-on, no integration to configure.
Sent, accepted, declined, acceptance rate, avg margin, ToBs signed, response time, all in one table you can sort however you want.
Top by volume, top by margin, fastest response, highest acceptance. Healthy competition without you needing to chase.
The system spots patterns (underpricing, fast yeses, decline-margin gaps) and writes the coaching prompt for you. Forward it straight to the consultant.
Every metric vs the equivalent prior period. Spot trends, not just snapshots. Week, month, quarter, year, all-time.
Why proposals get declined, grouped by reason, with the avg margin at decline. Distinguishes "price too high" from "other friction" so coaching lands on the right problem.
Junior consultants can have a softer floor; senior consultants have margin discipline locked in. Either way, the guardrail is the same: warn before send if below.
Four leaderboards surface the top three consultants per metric. Healthy competition without you needing to chase. Doubles as the easiest 1:1 prep you ever did.
Sent → Viewed → Accepted → Signed, with conversion at each stage. Big drop-off between Viewed and Accepted? Pricing review. Big drop-off between Accepted and Signed? Chase the ToB.
See your team's pipeline live, coach where the numbers point you.