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Revenue operating system

Three brains behind every next best
sales action.

Veilx plugs into your CRM and call notes to tell your team what to do, on which deal, on which day, to hit your number.

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app.veilx.ai / today
Veilx
Veilx
OPERATING SYSTEM
Insights
Workspace
Manage
N
Northaven
Good morning, Priya
TEAM ACTIONS FOR TODAY
1. Any rep below 4% book rate needs a coaching conversation this week, not next.
2. Confirm your forecast deals have champion sign-off, not just rep optimism.
3. Review any deal that has sat in the same stage for more than 21 days.
4. Use your 1:1s to inspect pipeline deals, not just listen to status updates.
🏴 Coaching flag
A declining connect rate typically precedes a drop in book rate by 1–2 weeks. Use the leaderboard's connect rate column as your early warning system — intervene before it hits forecast.
Ask the advisor anything about your team. 'How do I coach a rep with a low book rate?' 'How should I run my forecast meeting?'
How do I coach a rep with a low book rate? How should I run my forecast meeting? What does good pipeline hygiene look like? How do I identify a qualification problem?
Today's Tasks 2 meetings today
Jordan Lee: Converting below 4% book rate — needs coaching conversation this week.
HIGH
Marcus O'Brien: Low connect rate (22.4%) — voicemail/gatekeeper pattern detected.
MEDIUM
Add a task... Add
Team pipeline
0% team coverage vs target
BEHIND PACE
3
ACTIVE REPS
0
DEALS DUE
2
COACHING FLAGS
🏆 Team leaderboard
1Bella Chen
3.8
2Marcus O'Brien
2.9
3Jordan Lee
1.4
View team performance →
LONDON REVENUE GOAL
USD 600K
by 30 Sept 2026 · 16 working days remaining
YOUR METRICS FROM 56 CLOSED DEALS
AVG DEAL SIZE manual
USD 180K
WIN RATE manual
32%
AVG SALES CYCLE manual
84 days
AVG DAYS PER STAGE
Discovery Complete
11d
→
Discovery Scheduled
6d
→
Legal Review
19d
→
Proposal Sent
21d
→
Verbal Agreement
9d
Pipeline requirements
DEALS TO CLOSE (WON)
4
USD 600K + USD 180K/deal
PIPELINE ENTRIES NEEDED
13
32% win rate · USD 1.9M total
VIABLE IN CRM NOW
1
GAP — NEW ENTRIES NEEDED
12
CORE BRAIN
Ask the Advisor
Pre-loaded with proven sales methodology and your pipeline data
Outreach
Jordan Lee · BDR · London
LEADERBOARD
SR
2nd
BC
1st
JL
3rd
OUTREACH
9/35
Keep going
MEETINGS
1/2
On pace
OUTREACH MIX 9 touches
Calls7
Email2
LinkedIn0
First Blood Dialling In Meeting Machine
Today's queue 9
Contacted today 2
All prospects 13
NAME COMPANY ROLE ATTEMPTS STATUS
SL
Sophie Laurent
 Marrowbourne Capital CFO 3 MEETING BOOKED
DH
Daniel Holt
 Nexbridge Partners VP SALES 5 FOLLOW-UP DUE
MK
Mia Kowalski
 Alderton Group CRO 1 CONTACTED
AC
Aisha Carter
 Brentfield Advisory CEO 0 NOT CONTACTED
Performance
Coaching, scorecards, and where the team stands
2ND
JL
Jordan
343 XP
1 meeting · 🔥 2
1ST
BC
Bella
581 XP
3 meetings · 🔥 4
3RD
MO
Marcus
306 XP
1 meeting · —
FULL RANKINGS
# NAME XP MEETINGS STREAK
1 BCBella Chen 581 3 🔥 4
2 JLJordan Lee 343 1 🔥 2
3 MOMarcus O'Brien 306 1 —
Settings
Configure your company profile, integrations, and workspace.
Company URL
Brand
N
#1e3a5f   #0f1b2d
Product name
Product description
Next best action
AI-prioritised moves · Jordan Lee
1/2
MOVES
On pace
PRIORITY 1
FOLLOW-UP EMAIL
Marrowbourne Capital · Sophie Laurent
Discovery call was 3 days ago. No follow-up sent. Sophie needs the mutual success plan before the buying committee meets next week.
PRIORITY 2
MUTUAL SUCCESS PLAN
Marrowbourne Capital · Sophie Laurent
Create a shared plan outlining milestones, key stakeholders, and sign-off timeline. Deals with a mutual success plan close 40% faster.
Team
Manage members, roles, and pipeline targets
NAME EMAIL ROLE REGION STATUS
JL
Jordan Lee
 jordan@r2g.demo BDR London ACTIVE DEMO
SR
Sam Rodriguez
 sam@r2g.demo SALES REP London ACTIVE DEMO
PR
Priya Raman
 priya@r2g.demo LEADER London ACTIVE DEMO
Pipeline targets
BDRS — OUTBOUND CALLS · Jordan Lee
53
dials / day
18
connects / day
3
meetings / day
SALES REPS — CRM ACTIVITY · Sam Rodriguez
4
stage advances / day

Today, Performance, Pipeline math, Outreach, Next best action, AI advisor — one connected operating system. Open AI advisor and ask it a question.