SALES COMMAND CENTRE · CU & BANKING TECH
00:00:00
● PIPEDRIVE
✓ SAVED
PIPELINE VALUE BY STAGE
WIN RATE
PIPELINE BY COUNTRY
SALES PIPELINE
+ ADD DEAL
InstitutionCountryStage ValueProb%Close
RFP TRACKER
+ ADD RFP
CU PROSPECT TRACKER
+ ADD
MEETINGS & FOLLOW-UPS
+ LOG
COMPETITOR RADAR
+ ADD
CONFERENCES & EVENTS
+ ADD
📋 DAILY COMMAND BOARD
+ ADD TASK ⟳ REFRESH ✓ CLEAR DONE
📅 OUTLOOK CALENDAR SYNC
🔗 CONNECT OUTLOOK + ADD EVENT ✕ DELETE
HOW TO CONNECT
Outlook calendar sync requires Microsoft 365 authentication. Here are your options:
OPTION 1 — MICROSOFT GRAPH API (RECOMMENDED)
Register a free app at portal.azure.com → get a Client ID → paste below to sync your calendar automatically
OPTION 2 — MANUAL ICS IMPORT
Export your Outlook calendar as .ics and upload here — events will appear in your Command Board
QUICK CONNECT
⚡ DAILY ACTION CENTRE
+ PROPOSAL DUE ⟳ REFRESH
🔴 OVERDUE
+ ADD
⚠ RFP DEADLINES
+ ADD
📅 TODAY
+ ADD
😴 NO ACTIVITY
+ ADD
🗓 CONFERENCES
+ ADD
📄 PROPOSALS DUE
+ ADD