August 29, 2025: Deal Activity Enhancements, Top Level Metics and the beginning of Initiatives

Enhanced Deal Action Tracking & Visibility

Redesigned the Deal Actions table to provide sales teams with better visibility into action status and progress tracking. The new design transforms how users interact with and understand deal progression through your sales framework. Each action item can now be expanded to reveal detailed context and suggested next steps

Enhanced Data Integration

Improved system capabilities for retrieving pipeline confidence statistics, deal progression data, and CRM synchronization. New infrastructure supports product information management and messaging features, with better data retrieval for meetings, deal stages, and engagement tracking from connected CRM systems.

Top-Level Performance Indicators

We're adding comprehensive pipeline health and value metrics at the dashboard level, providing sales managers with immediate visibility into pipeline performance. The new metrics section will include pipeline confidence scoring, deal value tracking by stage, and upcoming meetings overview to help prioritize sales activities. Additionally we will be visualising action completion rates and adherence to sales playbooks. This enables sales managers to understand whether their teams are following strategic frameworks while moving deals through the funnel, with detailed breakdowns of actions, messaging alignment and fit.

Solution-fit Assessment

We're developing AI-powered solution-fit scoring that evaluates whether customer pain points align against product capabilities and unique selling propositions, providing instant insight into deal viability. Sales leaders will gain visibility into which opportunities deserve priority focus, enabling teams to allocate resources more strategically and improve win rates through data-driven decision making.