v1.4.0
Configurable pipeline, custom fields, and the Insights dashboards
This release makes the pipeline yours. Each branch now defines its own sales stages instead of a fixed set, opportunities and accounts capture the extra fields your team actually works from, and the CRM tracks how fast new leads get contacted. Two new Insights dashboards turn all of that into action: a Pipeline & Leakage Monitor for spotting deals that are slipping, and a Performance & Strategy view for win rates, marketing source conversion, and account retention.
New
- Configurable pipeline stages — each branch defines its own stages (label, order, won/lost, probability) during the onboarding Pipeline step instead of a fixed set; your stages drive the Kanban board, opportunity forms, and every pipeline report
- Custom deal fields — opportunities now capture Lead Source, Next Action, and Next Follow-Up Date, with dropdown options tailored to your branch; shown on the create/edit forms and the detail page
- Custom account fields — accounts now capture Account Category and Order Frequency, configured for your branch, on the create/edit forms and the detail page
- Speed-to-contact SLA tracking — the CRM auto-stamps when a lead is first contacted (its first move off the entry stage) and measures it against your target response window; the next-follow-up date can be made mandatory at chosen stages
- Pipeline & Leakage Monitor (Insights → Pipeline Monitor) — a new operational dashboard with a pipeline funnel, a speed-to-contact SLA gauge, revenue-leakage alerts (deals with no owner, an overdue follow-up, or no next action), and a lost-deal reason breakdown
- Performance & Strategy (Insights → Performance) — a new management dashboard covering marketing-source conversion (which channels actually close), a team win-rate and revenue leaderboard, and account retention (active vs at-risk vs dormant, with a needs-attention list)