Team Hub
Centinel Analytica · GTM
Pipeline (Attio) ·
Pipeline value by stage
Open
Won
Paused / nurture
Lost
Pipeline over time
Open pipeline by owner
| Owner | Open deals | Open value | Won | Won value |
|---|
Deals by source
| Source | Deals | Total value | Open | Won |
|---|
Stale open deals no update in 21+ days
| Deal | Stage | Value | Owner | Idle |
|---|
Click a row for the full account picture. “Mark chased” is shared with the team once deployed.
Outbound (Lemlist)
Outbound funnel live from Lemlist
Campaign breakdown click headers to sort
| Campaign | Status | Reached | Sent | Delivered | Open % | Reply % | Replies | Interested |
|---|
Attio snapshot, one bulk pull per day. Open = Demo Scheduled, Demo Done, Tech Deep Dive, POC, Proposal Sent. Win rate = Won ÷ (Won + Lost). Lemlist open figures are tracking-pixel based and tend to overstate; Open % and Reply % are computed against delivered messages.
Product usage (PostHog) ·
Org-level detections · 30-day window · joined to the CRM via the posthog sync crosswalk
Activation funnel
Deployed
Detecting
Activated
Deployed accounts click headers to sort
| Account | Stage | Trend | Det · 30d | Last active | Status |
|---|
“Activated” = first detection policy rule created; “Growing” = detections trending up vs the prior 30 days; silent-churn risk = deployed account with 0 detections in 30 days. Unmapped PostHog orgs live in the posthog-attio-sync review queue.
Demo call tracker ·
One demo per deal-account, dated at the company’s first calendar interaction · outbound from Lemlist
First demo calls per week
First demo calls per month
Which deal stages to include
First demo calls in window ✕ removes a mistaken row
One demo per deal-account, dated at the company’s first calendar interaction; partner / investor / internal companies are excluded. Booked / interested = Lemlist running campaigns, last 30 days. Row removals are shared with the team once deployed.
POC tracker ·
Days in POC are counted from the day the deal entered the POC stage, not from deal creation. Rollout is the Integration Stage ladder, derived from the Integration Milestones ticks.
Rollout board
Time in POC
Every open POC
Needs a human ·
Replies needing attention last 21 days · classified
This week
Recent external calls Granola, last 7 days
| Date | Call | Account | Deal stage | Who |
|---|
Automation health
Lemlist campaigns ·
Running campaigns
| Campaign | Leads | Sent | Open % | Replies | Reply % | LI accepted | Note |
|---|
Document generators (Uniform Documents)
Offer Generator
Offer / proposal
Commercial offer for a deal, print to PDF
Order Form Generator
Order form
Order form bundled with the MSA
MSA Generator
MSA
Master Services Agreement, PandaDoc-ready
All generators
Launcher
The original Uniform Documents index
Enter deal data once and it flows into every document; PDFs are generated locally in the browser (nothing is uploaded). Signature blocks carry invisible PandaDoc field tags, so uploading the PDF to PandaDoc auto-places signature and date fields.