Drag-and-drop Kanban deal board
with revenue velocity and stage forecasting.
Manage sales opportunities visually. Drag deals across customizable stages, calculate weighted pipeline forecasts, and identify stale deals before they drop off.
Everything you need for Visual Deal Pipeline
Grounded directly in Skout AI core production architecture and features.
Interactive Kanban Deal Board
Move deals seamlessly between stages: Lead Qualified, Demo Scheduled, Proposal Sent, Negotiation, Closed Won.
Weighted Pipeline Forecasting
Calculates total pipeline revenue and weighted stage projections in real time.
Stale Deal Inactivity Alerts
Flags deals with no logged activity or missed follow-ups so reps prioritize active opportunities.
Account Context Drawer
Click any deal card to inspect conversation threads, contact roles, and Dexter AI deal summaries instantly.
Simple 3-Step Workflow
Create Deal Opportunity
Convert interested prospect into a deal card with deal value and target close date.
Drag Across Stages
Progress deal status as sales conversations proceed from demo to contract.
Close & Analyze
Track deal velocity metrics and mark opportunities Closed Won.
Power your Visual Deal Pipeline workflow with Dexter AI
Dexter AI connects natively to your Skout database and Visual Deal Pipeline modules. Ask Dexter to recommend targeting criteria, draft tailored outreach steps, synthesize prospect research, or automate next sales actions.
- Customizable stages tailored to your unique sales process
- Filter deal board by deal owner, deal size, or target close date
- Dexter AI summary of past touchpoints directly inside deal view
Frequently Asked Questions
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