Financials
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Revenue · This Month
Weighted Pipeline
open opps × POS%
Open Quote Pipeline
unweighted Draft + Sent
Gap to 2026 Target
vs. $1,000,000 plan
Pipeline by Status
| Status | Count | Contract $ | POS % | Weighted $ |
|---|---|---|---|---|
| Loading… | ||||
Forecast Model Sync
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When connected, the CRM rewrites the model's Jobs & Cash and Pipeline
tabs on every sync. The rest of the model (Assumptions, Monthly P&L, etc.)
is yours to edit — the sync never touches those.