Know by the 15th if you’ll hit the goal.
See won, commit and best case against each person’s goal, then trace it back: how many conversations became deals, where deals wait, which ads pay for themselves and why deals are lost.
Running customer conversations for WhatsApp-first businesses
Every person, every team, against the number.
Managers set the goals. Each open deal counts as commit or best case. When a manager doesn’t believe a number, they adjust it and say why.
| Owner | Goal | Won | Commit | Best case | Progress | Gap |
|---|---|---|---|---|---|---|
| JNJoy N. | KES 1.2M | KES 640k | KES 380k | KES 520k | Short KES 180k | |
| BTBrian T. | KES 1M | KES 720k | KES 310k | KES 200k | On track | |
| PWPeter W. | KES 800k | KES 210k | KES 260k | KES 400k | Short KES 330k | |
| Total | KES 3M | KES 1.57M | KES 950k | KES 1.12M | Short KES 480k |
A forecast fed by what customers actually say.
When a customer names a date in the chat, the copilot suggests it. Once someone applies it, the deal lands in the right month, and winning it moves the number from commit to won.
- COPILOTClose date → 30 OctFrom: “sign before the 30th”
- FORECASTIn October’s commitBrian T. · KES 222,000
- WONMoved from commit to wonProgress against Brian’s goal updated
Four parts, all set by your managers.
No spreadsheet to merge at month end. Each part is set in the app and every person sees the same number.
- 1GoalsManagers set a goal per person for the month, quarter or year. Teams and the total add up.
- 2CategoriesEvery open deal counts as commit or best case. Won is already closed.
- 3AdjustmentsA manager can change someone’s commit, with a reason. The original stays visible.
- 4TeamsSales teams with members and managers. Choose what agents and managers can see.
Then find out why.
One page for the period, from the first conversation to the last deal won.
| Source | Leads | Won | Revenue | ROAS |
|---|---|---|---|---|
| Click-to-WhatsApp ads | 318 | 29 | KES 4.1M | 6.2× |
| QR codes in store | 141 | 14 | KES 1.6M | — |
| Instagram comments | 204 | 11 | KES 1.2M | 3.4× |
| Website form | 197 | 10 | KES 1.9M | — |
| Owner | First reply | Calls | Tasks done | Win rate |
|---|---|---|---|---|
| Joy N. | 4 min | 86 | 112 | 41% |
| Brian T. | 7 min | 64 | 98 | 44% |
| Peter W. | 19 min | 31 | 57 | 26% |
Forecast questions.
What sales managers ask before they trust a forecast that isn’t in a spreadsheet.
Ask ACT, running on this site, or bring last month’s numbers to a 20-minute Workflow Review.
Each open deal sits in a forecast category. Commit is what the owner expects to close in the period; best case is what could close if things go well. Won is already closed. Progress compares won plus commit with the goal.
Yes. A manager can adjust a person’s commit and must say why. The original number stays visible, struck through, so everyone can see what changed.
Managers set a goal per person for the period. The forecast then shows each person, each team and the total against it, with the gap or “On track”.
Revenue by source shows leads, won deals, revenue and return on ad spend for each source, including Click-to-WhatsApp ads, so you can see beyond cost per message.
From the reason picked when a deal is marked lost. Insights adds them up so you can see the main reasons deals are lost in the period.
See the month before it ends.
Tell us your goals and how your team sells. We’ll set up the stages, forecast categories and goals so the numbers mean something.