What's New

Your Whole Pipeline on One Board

The dashboard is now a deal pipeline board: every portfolio sits in a stage column, from first contact through closing, so you can see where each deal stands at a glance.

A metrics bar shows your active deals, total pipeline value, and average days to close, and deals that haven't moved in two weeks are flagged as stale. Each portfolio also gets an activity timeline showing recent events on the deal, so you always know what happened last.