ALEA

Professional services

A working app for business development and sales teams

See every opportunity, proposal and follow-up with its value and next step before the pipeline moves.

Sample scenario: Imani, the business development lead, is responsible for OP-214. Two proposals worth $164,000 are awaiting a client decision and the follow-up window closes today. Open pipeline: $412,000. Proposal decision due Friday.

Working screens
5
Things to try
3
Sample data
Fictional

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This example is interactive, not a screenshot. A Flash build usually opens in about a minute.

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Pipeline operations
Sample data

Opportunities by stage with value, owner, next step and close date.

Pipeline flow
Active opportunity
Decision proposal · OP-214
OP-214 · Proposal decision due Friday
Ready · 3In progress · 3Review · 3Complete · 3
Close risk
Pipeline flow
Cards
12
Stages
4
Ready
3
largest stage
Ready3
Decision proposal · OP-214
OP-214 · Proposal decision due Friday
Decision due
Scope options · Owner review
Mateo · Proposal decision due Friday
Decision due
Sent acceptance · Due today
Leila · Proposal decision due Friday
Decision due
In progress3
Sent acceptance · Due today
Mateo · 3 actions
On track
State rate · Next milestone
Leila · 4 actions
On track
Pipeline movement · Owner review
Farah · 5 actions
On track
Review3
Pipeline movement · Owner review
Leila · 4 actions
Evidence needed
Source performance · Due today
Farah · 5 actions
Evidence needed
Lost reasons · Next milestone
Imani · 6 actions
Evidence needed
Complete3
Lost reasons · Next milestone
Farah · 5 actions
Ready
Opportunities stage · Owner review
Imani · 6 actions
Ready
Value owner · Due today
Mateo · 7 actions
Ready
Every action is recordedLast updated today, 10:42 AM · Sample data · Meridian Growth Advisory

Fictional sample data. This example does not represent a real business.

What this working example shows

Pipeline

Opportunities by stage with value, owner, next step and close date.

Accounts

Companies, relationship owners, open value and last contact.

Follow-ups

Calls, meetings and proposals due, ordered by decision date.

Proposals

Proposal value, scope options, sent date and acceptance state.

Win review

Win rate, pipeline movement, source performance and lost reasons.