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Opportunities Pipeline

Full deal tracking with risk scoring, stage analysis, and smart filters.

See every deal in your pipeline with AI-powered health scores, stage-by-stage analysis, and the ability to drill into any account for full context.

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Opportunities Pipeline dashboard preview in Forsyt Revenue OS
100%

of active deals visible in one view

8+

filter dimensions (stage, risk, rep, size, date...)

30-50%

reduction in manual forecast prep time

1-click

drill-down into any deal's full context

How it works

From signal to action, under the hood

1

All opportunities sync from your CRM in real-time, Salesforce, Zoho, or LeadSquared.

2

Each deal shows its current stage, health score, days in stage, deal value, and assigned rep.

3

Filter and sort by: risk level, close date, deal size, stage, rep, or custom tags.

4

Click any deal to see the full account view: contacts, activity timeline, call summaries, and AI-recommended next steps.

Why teams choose it

Built for measurable impact

Single Source of Truth

No more spreadsheet backchannels. Every deal, every signal, one view.

Stage Conversion Analytics

See conversion rates between stages and identify where deals are getting stuck in your funnel.

Smart Filtering

Filter by risk tier, close date, deal size, or rep to instantly surface the deals that need attention.

Deep Drill-Down

Click any deal to see the full picture: contacts, activity history, call summaries, and blockers.

In practice

A typical weekly pipeline review

Before

Hours spent exporting CSVs, reconciling Salesforce with spreadsheets, chasing reps.

Step 1

Open the Opportunities view filtered to "This Quarter" + "At Risk".

Step 2

Sort by deal value to start with the biggest exposed revenue first.

Step 3

Click each deal to see call notes, contacts, and the recommended save play.

Step 4

Assign the play to the rep with one click, Forsyt logs it and follows up automatically.

Works with your existing stack

Salesforce
Z
Zoho
Gong
Gong
Gmail
Gmail
Slack
Slack
Jira
Jira

Built for

CROSales ManagerRevOpsSales Reps
FAQ

Common questions about Opportunities Pipeline

Can I keep using my CRM as the system of record?+

Yes, Forsyt reads from and writes back to your CRM. Your CRM stays the source of truth.

Does it work with custom fields?+

Yes. You can map any custom CRM field into Forsyt's filter and sort dimensions.

Is there a limit on the number of deals?+

No practical limit for mid-market and enterprise pipelines. Dashboards stay performant at 10,000+ active opportunities.

"I like the concept and actions. The core thought is right."
C

Chaitanya Kakkar

VP - Business & International Expansion, SingleInterface

See Opportunities Pipeline with your own pipeline

Explore it in the interactive sandbox with sample data, or book a 30-minute demo and see it running against your real deals.

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