Skip to content
stanceOS
Join the waitlist

Home and pipeline

Open it and know what needs you.

Home shows the approvals waiting for you, your next steps and the pipeline by stage, with won, lost, win rate and revenue for the week, month, quarter or year.

Join the waitlist See a quote end to end
Kestrel Lane · Home
Needs your approval
Brightwater ITRequesting 12% off
Pipeline overview

£84,300 across 12 deals

  • Quote sent5£32,000
  • Awaiting reply3£18,600
  • Verbal win2£21,700
  • Approval2£12,000
Results
Won
4
Lost
2
Win rate
67%
Won revenue
£48,900

What it does

Home and pipeline, in plain words.

  • What's waiting for you

    Approvals that need your decision and the next steps you own, at the top.

  • The pipeline at a glance

    Open and weighted value by stage, with a simple bar so you can see where deals are sitting.

  • Results by period

    Won, lost, win rate and won revenue for this week, month, quarter or year.

  • Team activity this week

    Who moved what forward, grouped by person, without a dashboard to build.

How it works

  1. Open Stance OS
  2. Clear the approvals waiting for you
  3. Tick off your next steps
  4. Check the pipeline and this week's results

Works with

CustomersA simple customer list with an owner for each account, the people you deal with, a small org chart and every quote you've sent them.Discount approvalsSet discount steps once. Anything outside them goes to the named person, with one request per quote revision and a tick from each approver.

Next: Customers

See it with your own prices.

Join the waitlist for the Founding Teams pilot: free for 30 days, guided set-up, no card.

Join the waitlist All features