Pulso

The question only Pulso answers“Where is the money stuck and what has the potential to move forward?”

Reads the pipeline, shows where the money is stuck and points out which deals need attention.

What it delivers

• Stalled money by stage and by salesperson, with the likely reason for each deal
• Last interaction on each stalled deal and what the AI reads from it, so you can act before it goes cold
• Forecast weighted by the chance of each stage, with goal and the month's projection
• Custom weighting: the stages you choose, from pipelines and invoices, count at full value
• Conversion between stages and the bottleneck where the pipeline loses the most
• Customers by purchases and recurrence, and the inactive ones worth reactivating
• Sends stalled deals to Lumi for follow-up and fixes deactivated owners
• Tasks and projects: open, stalled, overdue and without a deadline, with the last comment and the AI's read on what to do
• You choose which value fields make up the cards' value; the deal value comes already selected

In the Dashboard, what it sees comes through the conversation with Atlas (Bitrix24). The full panel lives in Cockpit, inside Bitrix24.