Pipeline by Product Line
Pipeline Health
Pipeline by Stage
🔥 Deals Closing This Quarter
| Opportunity | Account | Product | Stage | Value | Close Date | Owner |
|---|
Recent Opportunities
| Opportunity | Account | Stage | Product | Value | Next Action | Owner |
|---|
⚡ Team Activity Feed
Shared across your team
Score
🔥 80–100 = Smoking hot
⚡ 60–79 = Warm
❄ <60 = Cool
| Opportunity | Score | Stage | Value | Close | Owner | Why Hot |
|---|
| Opportunity | Account | Stage | Product | Prob% | Total Value | Close Date | Next Action | Due | Owner | Last Touch | Health ↕ | Actions |
|---|
Deal Overview
Timeline & Activity
Deal Coach
Analyzing deal…
HIGH
Log next action →
click to open activity log
Next Action
Contacts
Financials
Upcoming Meetings
No meetings linked yet
| Status | Opportunity | Account | Next Action | Due Date | Stage | Owner | Actions |
|---|
| Status | Opportunity | Account | Product | Stage | Value | Last Touch | Days Silent | Owner | Health ↕ | Actions |
|---|
| RFP Name | Agency / State | Release Date | Deadline | Days Left | Est. Value | Status | Owner | Actions |
|---|
| Opportunity | Account | Product | Owner | License | Consulting | Recurring | Total | Close Date | Campaign Source |
|---|
Stage Funnel & Avg Time in Stage
How long deals spend at each stage · where pipeline stalls
Avg Days to Close by Product
Won deals only
Rep Velocity
Avg days to close by owner
Stall Risk — Open Deals
Deals sitting longest relative to avg close time for their stage
| Deal | Account | Stage | Days in Stage | Stage Avg | Stall Index | Value |
|---|
| Campaign Name | Type | Start | End | Status | Contacts | Responded | Opps Created | Actions |
|---|
Revenue by Source
Deals Won by Source
Won Deals with Campaign Source
| Opportunity | Account | Product | Lead Source | Campaign | Value | Owner | Close Date |
|---|
1
Choose Type
2
Upload CSV
3
Map Fields
4
Preview
5
Done
How to export from Salesforce — exact steps
1
In Salesforce, go to Setup → search
Data Export → click Export Now2
On the Data Export screen, check Replace carriage returns with spaces (already checked by default — keep it on)
3
Under Exported Data, check exactly these boxes — nothing else needed:
✓ Opportunity
✓ Contact
✓ OpportunityHistory
✓ OpportunityContactRole
✓ Task (calls/emails/tasks)
✓ Event (meetings)
✓ Account
○ Campaign (optional)
Everything else (Contract, Approval, Lead, RecordType, etc.) can be left unchecked.
4
Click Start Export. Salesforce emails you a download link when ready (usually a few minutes). You'll get a ZIP with multiple CSV files inside.
5
From the ZIP, upload these files here in this order:
1st
Opportunity.csv → select Opportunities2nd
Contact.csv → select Contacts3rd
Task.csv + Event.csv → select Activities / TasksOpportunities must be imported first — Contacts and Activities link to them by Opportunity Name.
What are you importing?
Opportunities
Deals, pipeline, won/lost
Activities / Tasks
Calls, emails, meetings linked to opps
Contacts
People linked to opportunities
Campaigns
Marketing campaigns
RFPs / Bids
From opportunities marked as RFP
| Name | Role / Title | Agency / Account | Opportunity | Phone | Stage | MQL |
|---|
| Customer | Contract # | Vehicle | Ceiling Value | Period | Health | Engagement | Renewal Risk | Renewal |
|---|
Published posts are saved locally and can be exported to your website CMS.
High Probability Opportunities
0
Emerging Opportunities
0
Budget Signals
Expiring Contracts
💰
Grant Tracker — Money Flowing TO Your Customers
Track federal grants & NOFAs that tribal programs can apply for. Alert customers to new funding → they get the grant → they fund your software. Looking for contracts where you are the vendor? → Opportunity Radar
Active NOFAs & Grant Opportunities
Federal money your customers can apply for · Alert them before deadlines → new grant = new budget for your software
Alert Your Customers
These customers may qualify. Send them a funding alert → they apply → new budget flows to your platform.
Coverage Map
Customer (active)
Prospect (in pipeline)
At-Risk Customer
Lost Deal
All Pins
White Space
States with no presence
RFP Answer Library
Upload past RFPs → AI extracts Q&A pairs → Auto-match to new RFPs · ✦ AI-powered
Answer Library
No answers yet.
Upload a past RFP to get started.
Upload a past RFP to get started.
Select a question
← Select a question from the library to view and edit its answer.
Your Knowledge Library is empty
Everything you add here gets injected into the Company Brain when it's relevant to a question. Great things to add: blog posts about your solution, tribal policy articles, battle cards, customer stories, RiteTrack differentiators, federal funding updates.
Your sequences
| Sequence name | Steps | Trigger | Active | Replied | Modified | |
|---|---|---|---|---|---|---|
| No sequences yet | ||||||
Total proposals
0
all time
Sent & viewed
0
awaiting response
Accepted
0
closed from proposal
Avg value
$0
per proposal
All proposals
| Proposal | Account | Value | Status | Tracking | Created | Expires | |
|---|---|---|---|---|---|---|---|
| No proposals yet — click + New Proposal to build one | |||||||
Meetings today
0
on your calendar
This week
0
upcoming
Linked to deals
0
auto-matched
Calendar
--
not connected
Upcoming meetings
| Meeting | Date & time | Linked deal | Attendees | |
|---|---|---|---|---|
| No meetings yet | ||||
Google Calendar
Paste your Google Calendar API key to auto-import meetings. Meetings are linked to deals by matching attendee emails and account names.
Google Cloud Console → Create API key → enable Calendar API → paste above
Auto-link settings
Open Solicitations
12
matching your NAICS
90%+ Match
4
high-fit opportunities
Set-Asides
7
tribal / 8(a) / small biz
Closing This Week
2
respond fast
Open Solicitations
| Solicitation | Agency | NAICS | Value | Set-Aside | Incumbent | Match | Closes |
|---|