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.
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.
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.
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.
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.
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.
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.
Also useful here
These live in another department but are regularly used by this one.
- Bid Evaluation Matrix
- Break-even & Pricing Calculator
- CAC Calculator
- CNC Quote Builder
- CPA / CPL Calculator
- Channel Profitability Analyzer
- Event Marketing ROI Calculator
- Gross Margin Calculator
- Lead Magnet Performance Tracker
- Margin vs Markup Calculator
- Marketing Funnel Calculator
- Order Backlog Dashboard
- Quote & Estimate Builder
- RFQ Quote Comparison