Weighted forecast
Current value multiplied by stage probability
Revenue follow-through
Every opportunity carries an owner, next action, decision date, and complete activity record.
Action queue
Draft, schedule, and close the next action without losing the account history.
Meeting to CRM
The note becomes an activity, the next step becomes a dated task, and stage changes remain deliberate.
Review preparation
Stage probability, next-step hygiene, and relationship risk are visible before the revenue review.
Current value multiplied by stage probability