All features
Operations
Pipeline & Leakage Monitor
Catch the deals slipping through the cracks.
Overview
The Operational dashboard shows where every deal stands and what's at risk. See your pipeline funnel by stage, track how fast new leads are first contacted against your response-time target, and get alerted to deals with no owner, an overdue follow-up, or no next action — plus a breakdown of why deals are lost.
Key capabilities
- Pipeline funnel by stage with value
- Speed-to-contact SLA tracking
- Auto-stamped first-contact time
- Mandatory next-follow-up at chosen stages
- Revenue-leakage alerts (no owner, overdue, no next action)
- Lost-deal reason breakdown
- Available under Insights to users with the reports permission
- Meaningful empty state on every widget
app.swiftlycrm.com/operational-dashboard