Meridian
$2,000/mo
Daylight
$1,200/mo
Goodwell
$2,400/mo
Fable
$1,600/mo
ProposalDecisionContract
The actual screen.
Trueroom overview
Customer relationship management
OpenWonLostAll
Add opportunity →New Lead
Harbor Freight Co.
Consulting$1,200.00
Verity Group
SaaS$900.00
Discovery
Bright Harbor
Software$2,400.00
Qualified
Ridgeline Media
Consulting$1,800.00
Solution
Kettle & Co.
SaaS$2,600.00
Proposal
Meridian Health
Software$4,200.00
Decision Negotiation
Daylight Labs
SaaS$3,000.00
Contract Sent
In this example
$7,200
of potential MRR
Know which deals can actually move the number.
Every open deal carries a potential monthly value, so the board shows what could change your revenue rather than how many conversations you are having. You can see which one is closest to closing, and whether the pipeline is big enough for your MRR goal at all. A deal needs a name, a value, a stage, and a close date, and you move it only when the conversation actually moves. There are no automations, no custom fields, and no admin layer for a sales team you do not have.