boostpilot.ai Sales Cockpit

Interaction plan

Companies move from left to right. A click opens the account plan.

Tasks & hand-overs

Who does what by when. Hand-overs to another role appear there.

What has moved

Potential matrix

Now to do

Inventory

Triggers — what is waiting for you

see all →

Follow-ups — overdue & upcoming (next 14 days)

Sales funnel — companies by process stage

Hot accounts — in active dialogue / NDA phase

Companies by region & pipeline stage the darker, the more companies

Origin — where the company came from

Channel — contacts by touchpoint channel

Open tasks by owner

Tasks

	Due	Company	Task	Contact	Owner

⏰ Outlook creates a calendar entry with a reminder for that task. The cockpit itself never sends mail — Outlook does the waking.

Companies & contacts

Company	Stage	Origin	Channel	Contacts	Open tasks	Last touch	Next follow-up

NDA Tracker · a company's NDA goes green only when all six stages are done: Intro done · NDA received · Query resolved · our signature · Account signature · Filed

Stage progress — companies with each stage done

Company	Stage	Intro done	NDA received	Query resolved	Our signature	Account signature	Filed	Status	Source note

Inbox · suggestions from mail and calendar — nothing is in the history until you accept it

Trigger Board · what needs doing at our accounts — newest first, dismissed ones hidden

Weekly Report · quantitative summary by calendar week — click a week to see the pipeline development along the stages

Week

Highlights — this week, in prose · weighted by proximity to a revenue close

Pipeline development by stage — per calendar week

Pipeline at end of selected week (Δ vs week start)

What changed this week — by company

Change Log · every edit is written here automatically — who · when · what

When	User	Company	Field	Old	New

Sales Kanban — Customer Interaction & Onboarding · drag & drop cards between stages

Sales process — how a company moves through the pipeline

Every company sits on exactly one stage. Moving it is a decision, not a status update — the gates below say what has to be true before a company may advance. The Kanban board is the same list, only laid out by stage.

Sources

Companies, contacts and interactions live in the database. Every change is recorded in the Change Log tab, with who made it and when.
The stages and their gates are part of the application, not of the data. Changing them is a decision we take together, not day-to-day maintenance.
Tasks carry a due date and a reminder lead time. The reminder goes into your own calendar — this cockpit never sends e-mail.

The interface is available in German, English and French. Content from the database — trigger titles, quotes, notes, summaries — stays in its original language.

Billing

Time Invoice Archive

Date	Person	Company	Project	Activity	h	Travel	Back	km	Expenses	Value	Invoice

🔒 A row that has been invoiced can no longer be changed — the invoice behind it is already out.

Drafts

Pos.	Description	Qty	Unit	Unit price	VAT	Amount

ⓘ Collecting hours replaces the generated lines and keeps the ones you added by hand. Nothing is booked here — the invoice number is only drawn when the PDF is issued.

Invoice	Date	Company	Net	VAT	Gross	Status

A booked invoice is never changed and never deleted — a correction is a new invoice.

Sales Cockpit

VALUE SELLING

Forgot your password?

Accounts are created by an administrator. You will always be asked for your authenticator code as well — resetting a password does not replace it.