POWER GRID — CRM Deal Dashboard (Core Engine)
Contact & Company Records • Deal Tracking & Partnership Pipeline • Deal Structuring + Market Access • Referral Management • Activity Logs • Relationship Mapping
Dashboard KPIs
Pipeline, velocity, and risk signals (calculated from your deals).
Partnership Pipeline (Kanban)
Drag deals across stages. Click any deal to open the deal drawer (structuring + market access + referrals + activity).
Upcoming Activity
Calls, meetings, follow-ups tied to deals/accounts.
Referrals Dashboard
Attribution and partner performance signals.
Relationship Mapping
Basic network view (partner ↔ client ↔ sub-client).
Deals Table
Sort columns. Click a deal name to open details.
| Deal |
Company |
Stage |
Value |
Prob |
Close |
Risk |
Actions |
