Your Sales Command Center: Dashboard & Deal Pipeline in AdvisorPitch
Your dashboard is mission control for every deal. See stage, value, and activity at a glance, and always know what to work next.
Key takeaways
- See every proposal by stage, value, and latest activity in one place
- Opened and gone-quiet deals surface so you act on timing
- Prioritize high-value and recently active opportunities
- Turns open proposals into a clear daily worklist
When you send more than a handful of proposals, the hardest question is simply: what should I work on next? The AdvisorPitch dashboard answers it.
Your deal pipeline shows every proposal by stage, from draft to sent to opened to signed, alongside its value and its latest activity. Instead of digging through email to remember where each deal stands, you see the whole book of business on one screen.
The activity signals are what make it a command center rather than a list. A proposal that was just opened, or one that has gone quiet, surfaces so you can act on timing instead of guessing. High-value deals and recent movement are easy to spot.
Used daily, the dashboard turns a pile of open proposals into a clear, prioritized worklist, so nothing slips and your best opportunities get attention while they are still warm.
