Opportunity Dashboard
Your whole book at a glance. No spreadsheet required.
Six deals, $685K target ARR, forecast waterfall from Commit to Omit. Every opportunity shows health score, next touch, and MEDDPPICC progress — all in one view your manager can read in 30 seconds.
Know exactly who matters — and who's a risk.
Champion, Coach, Economic Buyer, Blocker — all mapped.
Role, sentiment, and personal win on every stakeholder card. Coverage gaps surface automatically so you always know where you're exposed before the next call.
The framework fills itself in.
Scored in real time. Blockers flagged. Gaps ranked by deal risk.
All 8 qualification components tracked without data entry. You see 20/28 with one weak blocker and know exactly where to focus — before your manager asks the question.
A shared plan, not a stale slide.
Joint ownership on every action. The #1 Ask surfaces automatically.
A live action timeline with dual ownership — your side and theirs. The most critical ask surfaces from your weakest qualification gap so you always know what to ask for next.
Every call sharpens the plan.
Red flags surface instantly. Nothing updates without your review.
Paste any transcript. Playbk extracts qualification signals, surfaces red flags with the exact quote from the call, and proposes updates you accept or dismiss one by one.
Every deal. Every stage. One view.
Forecast categories, qualification scores, next actions — all in a single table.
Your full pipeline sorted by close date, color-coded by health. The view your manager wants to see — built automatically from the work you're already doing.
