The TRACE workspace
One product language across forecast, pipeline, calls and coaching. These are the screens revenue teams actually live in — not a collage of unrelated dashboards.
Q3 REVENUE
Executive Dashboard
Projected revenue
$4.82M
−7.4% vs last week
Pipeline value
$11.4M
128 open deals
Forecast accuracy
91%
Trailing 2 quarters
Win rate
27%
Enterprise 19%
Avg cycle
47 days
−4 days QoQ
Deals at risk
12
$2.16M exposed
Revenue forecast
Target
Forecast
Closed
Jul
Aug
Sep
Oct
Nov
Dec
What changed this week
Projected Q3 revenue decreased by 7.4% after three enterprise deals moved into the next quarter.
Northstar Labs · $420k
No customer response for 14 days
Beacon Systems · $265k
Decision maker has not joined a call
Lumina Cloud · $188k
Pricing mentioned negatively twice
Q3 target progress
68% · $4.82M of $7.10M
Q3 REVENUE
Executive Dashboard
Projected revenue
$4.82M
−7.4% vs last week
Pipeline value
$11.4M
128 open deals
Forecast accuracy
91%
Trailing 2 quarters
Win rate
27%
Enterprise 19%
Avg cycle
47 days
−4 days QoQ
Deals at risk
12
$2.16M exposed
Revenue forecast
Target
Forecast
Closed
Jul
Aug
Sep
Oct
Nov
Dec
What changed this week
Projected Q3 revenue decreased by 7.4% after three enterprise deals moved into the next quarter.
Northstar Labs · $420k
No customer response for 14 days
Beacon Systems · $265k
Decision maker has not joined a call
Lumina Cloud · $188k
Pricing mentioned negatively twice
Q3 target progress
68% · $4.82M of $7.10M
Q3 REVENUE
Executive Dashboard
Projected revenue
$4.82M
−7.4% vs last week
Pipeline value
$11.4M
128 open deals
Forecast accuracy
91%
Trailing 2 quarters
Win rate
27%
Enterprise 19%
Avg cycle
47 days
−4 days QoQ
Deals at risk
12
$2.16M exposed
Revenue forecast
Target
Forecast
Closed
Jul
Aug
Sep
Oct
Nov
Dec
What changed this week
Projected Q3 revenue decreased by 7.4% after three enterprise deals moved into the next quarter.
Northstar Labs · $420k
No customer response for 14 days
Beacon Systems · $265k
Decision maker has not joined a call
Lumina Cloud · $188k
Pricing mentioned negatively twice
Q3 target progress
68% · $4.82M of $7.10M
Conversation Intelligence
Score every call for risk, topics and next steps.
Pipeline Intelligence
See slippage with a reason attached to the row.
Revenue Forecasting
Commit and best case, with the evidence underneath.
Sales Coaching
Skill scores that point to a specific session.
AI Assistant
Ask the pipeline a question. Get a table back.
Integrations
Salesforce, HubSpot, Zoom, Slack and the warehouse.
Orbit Financial — Enterprise Expansion
Maya Chen · Proposal · Close Oct 14
78
Deal score
ARR
$128,000
Probability
78%
Stage
Proposal
Risk
Procurement
AI summary
The deal has strong product engagement but is currently at risk due to procurement delays and missing executive sponsorship.
Activity
Thu · Discovery + pricing call with Priya and Elena
Stakeholders
Priya Shah (Champion) · Elena Ruiz (Economic buyer, not yet on a call)
Objections
Legal redlines on DPA · Security packet still outstanding
Next steps
Send SOC 2 today · Book Elena for Thursday
Risk signals
Procurement delays after security review
Decision maker has not joined a call
Pricing mentioned once, not blocking
Orbit Financial — Enterprise Expansion
Maya Chen · Proposal · Close Oct 14
78
Deal score
ARR
$128,000
Probability
78%
Stage
Proposal
Risk
Procurement
AI summary
The deal has strong product engagement but is currently at risk due to procurement delays and missing executive sponsorship.
Activity
Thu · Discovery + pricing call with Priya and Elena
Stakeholders
Priya Shah (Champion) · Elena Ruiz (Economic buyer, not yet on a call)
Objections
Legal redlines on DPA · Security packet still outstanding
Next steps
Send SOC 2 today · Book Elena for Thursday
Risk signals
Procurement delays after security review
Decision maker has not joined a call
Pricing mentioned once, not blocking
Orbit Financial — Enterprise Expansion
Maya Chen · Proposal · Close Oct 14
78
Deal score
ARR
$128,000
Probability
78%
Stage
Proposal
Risk
Procurement
AI summary
The deal has strong product engagement but is currently at risk due to procurement delays and missing executive sponsorship.
Activity
Thu · Discovery + pricing call with Priya and Elena
Stakeholders
Priya Shah (Champion) · Elena Ruiz (Economic buyer, not yet on a call)
Objections
Legal redlines on DPA · Security packet still outstanding
Next steps
Send SOC 2 today · Book Elena for Thursday
Risk signals
Procurement delays after security review
Decision maker has not joined a call
Pricing mentioned once, not blocking