WCapsuleM8

Sales & Commercial

Everything between a prospect and a signed order. Build a quotation a client will accept, see what a discount really costs you, forecast a pipeline honestly, work out commission without arguing about it, and keep a bid register that tells you why you win and why you lose.

Pricing & Margin

See what a discount, a rebate or a price rise does to the margin before you agree it.

Sales & Commercial

Model a price increase properly: what happens to revenue and contribution, how much volume you can afford to lose before you are worse off, and how that break-even compares with the volume you expect to lose. Works line by line across a range, in any currency. Nothing is uploaded.

Download Runs in browserView

Bids, Tenders & Proposals

Decide which bids are worth writing, then track them to a decision.

Sales & Commercial

Keep a register of every tender and bid — value, submission deadline, what it cost to bid and how it ended — with win rates by count and by value calculated from decided bids only. Runs entirely in your browser — nothing is uploaded.

Download Runs in browserView

Lead Management & Funnel

Follow leads through the funnel and see where they stop converting.

Sales & Commercial

Track every lead from first contact to won or lost, see which sources actually convert, catch the leads going stale before they die quietly, and print a funnel report. Nothing is uploaded.

Download Runs in browserView

Sales & Commercial

Measure stage-to-stage conversion in your sales funnel — where enquiries drop out, which channel actually converts, the average days deals sit at each stage, and how many leads a win target really needs. A funnel analyser, not an opportunity-by-opportunity pipeline list. Nothing is uploaded.

Download Runs in browserView

Sales & Commercial

Score leads on how well they fit and how engaged they are, grade them A to D, and then check whether the grades actually predict who buys using your own won and lost record. Runs entirely in your browser. Nothing is uploaded.

Download Runs in browserView

Customer Portfolio & Profitability

Group the customer base, and find out which parts of it are worth the effort.

Sales & Commercial

Rank customers by value rather than by revenue — ABC classification, contribution after the cost of serving each account, concentration risk, dormant revenue and payment behaviour, in one printable review. Nothing is uploaded.

Download Runs in browserView

Pipeline & Forecasting

Turn the pipeline into a number the rest of the business can plan against.

Sales & Commercial

Track every sales opportunity through its stages, weight the pipeline by probability to get a forecast, see what is slipping, and measure win rate by count and by value. Runs entirely in your browser — nothing is uploaded.

DownloadView

Also useful here

These live in another department but are regularly used by this one.