Base pack features
What the starter pack includes.
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Pipeline and lead summary cards
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Delivery risk and action alerts
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Weekly trend charts
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Manual CSV import or simple data sync
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Operator-friendly dashboard layout
Ready-to-go Solution Pack sandbox
Sales Ops Dashboard Pack
An interactive sandbox for tracking pipeline, lead flow, delivery risk, alerts, and weekly decision metrics.
PipelineOps metricsAlerts
Full-page sandbox
Included
Cross-channel metrics in one view
Included
Weekly planning snapshots
Included
Alerts for stuck deals and delivery risks
Pipeline
£42k
Delivery risk
3
New leads
28
Revenue and delivery trend
Action alerts
2 openActivity
Stripe sync complete
CRM imported 28 leads
Ops score refreshed
Potential enhancements
Add-ons when the workflow needs more.
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CRM and payment platform integrations
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Automated Slack or email alerts
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Forecasting and target tracking
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Client health scoring
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Board report PDF exports
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