Pipeline Value
$0
+12.4% vs last month
Active Leads
0
+8 this week
Closed Won (QTD)
$0
+24.0%
Open Cases
0
2 over SLA
Pipeline by Stage
Recent Activity
Top Accounts
Templates
Send Performance
Sent
Delivered
Opened
Clicked
Replied
Win Rate
38%
+4.2 pts
Avg Deal Size
$14.2K
+$1.1K
Cycle Time
21d
+2d
Lead to MQL
42%
+6 pts
Revenue Forecast
Rep Leaderboard
| Mira Okafor | $184K |
| Devon Reyes | $152K |
| Sasha Yi | $98K |
| Junior Vance | $72K |
| Priya Anand | $41K |
Opportunity Stages
Define your sales process. Set name, color, and win probability.
Lead Stages
The journey from captured to qualified.
Lead Sources
Where your leads come from.
Lead Scoring Rules
Points add up. Higher score, hotter lead.
Hot Lead Threshold
Leads scoring above this are flagged hot
Custom Fields
Extend any object with extra data.
Tags
Categorize contacts, leads, opportunities.
Users
Invite teammates and assign roles.
Role Permissions
Workspace Branding
API Credentials
Audit Trail
Data Management
Forge uses local storage by default. To sync with Supabase, run this SQL in your Supabase SQL editor and then reconnect from API Credentials.
create table if not exists contacts (id text primary key, data jsonb, created_at timestamptz default now()); create table if not exists leads (id text primary key, data jsonb, created_at timestamptz default now()); create table if not exists deals (id text primary key, data jsonb, created_at timestamptz default now()); create table if not exists activities (id text primary key, data jsonb, created_at timestamptz default now()); create table if not exists tickets (id text primary key, data jsonb, created_at timestamptz default now()); create table if not exists campaigns (id text primary key, data jsonb, created_at timestamptz default now()); create table if not exists quotes (id text primary key, data jsonb, created_at timestamptz default now()); create table if not exists documents (id text primary key, data jsonb, created_at timestamptz default now()); create table if not exists settings (id text primary key, data jsonb);
+Custom Module Slot 1
Reserved for future development.
+Custom Module Slot 2
Reserved for future development.
+Custom Module Slot 3
Reserved for future development.
+Custom Module Slot 4
Reserved for future development.