For sales and account managers
Forecast call tomorrow. You're still $38k short.
In Plexii, your quarter-end forecast gets one desk.
The problem
The night before a forecast call the deals are in one window, the close plan in another and legal's changes in email. A customer at risk can pull you off the forecast at any moment.
In the video: “Forecast call tomorrow, and you're short. Deals in one window, the close plan in another, legal's changes in email.”
How PlexiDesk handles it
In PlexiDesk, your quarter-end forecast gets one desk. A desk is one canvas for one piece of work, and the video tours three of its widgets:
Every deal
In the video: “Every deal this quarter, and its next step.”
A Table widget lists every deal this quarter and its next step.
The close plan
In the video: “The biggest open deal, and how it closes.”
A Page widget sets out the biggest open deal and how it closes.
What the boss will ask
In the video: “What the boss will ask, and your answers.”
A Note widget holds what the boss will ask and your answers.
When something else comes up
In the video: “Then a big customer might leave. You switch desks. Your forecast waits, just as you left it.”
The other job gets a desk of its own, so switching does not mean packing anything away. In the video, “Quarter-end forecast” stays exactly as it was while “Renewals at risk” is open. Open desks sit side by side as tabs in the open items strip, a click apart, and Resume writes a short note on where a desk stands for when you come back to it.
One desk each. Nothing to rebuild.
Try it
Try a sales rep deskThe interactive demo builds a ready-made desk for this kind of work in your browser. Nothing to install.
Or set up the desk yourself from a template: each one lists the widgets it needs and how to set it up in PlexiDesk.
- Desk template
Mutual action plan desk: the steps to close, agreed with the buyer
Steps owned by both sides in one table, shown as a timeline to the close, with a business case from the pilot's numbers and a live view for the buyer.
- Desk template
Customer renewal plan desk: usage, stakeholders and the steps to renewal
One desk per renewing account: usage by team shows where adoption dropped, and a dated plan works back from the renewal date.
Related reading
- Blog
How to keep track of everything you've promised people
Promises slip when they stay where they were made. Capture each one, link it to its source and keep one queue you check every day.
- Blog
One workspace per client: people, mail, files and notes together
Set up a home for each client with the people involved, just their mail, the emails worth keeping, the files and a conversation that stays with the work.
Transcript
Forecast call tomorrow, and you're short. Deals in one window, the close plan in another, legal's changes in email. In Plexii, your quarter-end forecast gets one desk. Every deal this quarter, and its next step. The biggest open deal, and how it closes. What the boss will ask, and your answers. Then a big customer might leave. You switch desks. Your forecast waits, just as you left it. One desk each. Nothing to rebuild.
Real app footage of a demo desk with sample data. The illustrations and the voice are AI-generated.