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Nuzz

Your team'spipeline, explained

Forecast by rep against quota, stalled deals with the reason, and requests from your team, from the same data your reps work in.

A sales manager's Home: team pipeline, forecast by rep and stalled deals

Run the Friday review without building the report on Thursday night.

Nuzz keeps the forecast current from the CRM: what's committed, what's slipping and why. Ask about any rep, deal or segment and get the answer with the numbers behind it.

When a rep needs something only you can do, like taking over an account, it arrives as a request with the context attached.

Team reports with forecast by rep

How the week goes

An example week for sales managers, with Nuzz doing the groundwork.

Monday

  • Forecast by rep against quota8:00
  • 4 deals past their close date, with reasons8:01

Midweek

  • Request: Maya to take over Lumenwork10:40
  • Accounts handed over while Leo is out14:10

Friday

  • Pipeline review, answered in the chat9:00
  • Coaching notes for each rep9:20

Review ready, no spreadsheetFriday 9:00

What you get

  • The manager's dashboard
    Team dashboardPipeline, forecast against quota, overdue work
  • Team reports with forecast by rep
    ReportsForecast, pipeline, activity, win rates by rep
  • For review, with changes waiting for approval
    Approvals and requestsWhat your team proposes, waiting for you
  • HandoffsMove accounts and deals between reps in one step
  • BoardEvery deal by stage, drag to move

Ask it like a colleague

  • Which deals in this quarter's forecast are at risk?
  • Why is Maya's pipeline down this month?
  • Hand Leo's open deals to Hannah until Monday
  • Who on the team has the most overdue tasks?

Try it on your own pipeline: 14 days, everything on, no card.