Convert

Half the pipeline is not a real opportunity.

Deals sit open for months. Forecasts move by feel. Time goes into opportunities that were never going to close, while the ones worth winning get the same attention as everything else.

Deal Compass gives your team one disciplined way to qualify, progress and win. Recognise when a prospect is ready, test whether an opportunity deserves more time, understand who really decides, and put a stronger proposal in front of them.

Qualification discipline Decision-maker clarity Honest deal review
RecogniseReadinesssignals · timing · intent
QualifyOpportunityevidence · risk · fit
ProgressTo a decisioninfluence · alignment · proposal
The customer problem

“We are busy, the pipeline looks healthy, and we still miss the number.”

Most growing B2B businesses do not have a shortage of activity. They have a shortage of certainty. Nobody can say with confidence which deals are genuinely progressing, which are stalled, and which were never qualified in the first place.

Qualification often exists only in someone’s head. Every salesperson judges an opportunity differently, so pipeline reviews turn into opinion rather than evidence, and the same avoidable losses repeat quarter after quarter.

What this looks like day to day

  • Opportunities added to the forecast on optimism
  • Qualification judged differently by each salesperson
  • Deals worked without knowing who actually decides
  • Proposals sent, then silence, with no visibility of interest
  • Buying signals missed until a competitor acts on them
  • The solution pitched against assumed rather than stated priorities
  • Losses explained away instead of understood
  • Pipeline reviews spent recalling detail rather than deciding

What changes with Deal Compass

  • One qualification standard applied by everyone
  • Weak opportunities identified early, before time is spent
  • Decision-makers, influence and support made visible
  • Proposal engagement seen rather than guessed
  • Readiness signals recognised while they still matter
  • The solution aligned to what the buyer actually said
  • Wins and losses reviewed consistently, and lessons applied
  • Pipeline reviews based on evidence, not recollection

Discipline is what separates a forecast from a wish.

Deal Compass puts that discipline into the everyday work, so it happens on every opportunity rather than only on the important ones.

The outcome

Fewer open deals. Better ones. A forecast you can defend.

The purpose is not a bigger pipeline. It is a pipeline your team believes in, worked in a consistent way, where effort goes to the opportunities that can genuinely be won.

  • Every opportunity qualified against the same criteria
  • Earlier recognition of which deals to walk away from
  • Selling time concentrated on winnable opportunities
  • A clear view of who influences and who decides
  • Fewer surprises late in the sales cycle
  • Stronger, faster, more consistent proposals
  • Visibility of what the buyer engaged with
  • Misalignment between buyer and seller stage exposed early
  • Honest reasons behind wins and losses
  • Lessons that improve the next deal, not just the last one
  • Pipeline reviews that take less time and reach clearer decisions
  • A forecast supported by evidence you can show
Who it is for

Growing B2B businesses selling considered, multi-stakeholder deals.

Deal Compass is built for companies where a sale involves several people, several conversations and a decision that takes weeks or months — and where a small team cannot afford to waste a quarter on the wrong opportunities.

Sales leaders

Trust the forecast

Apply one qualification standard across the team and review the pipeline on evidence rather than on how confident each salesperson sounds.

Salespeople

Work the right deals

Know which opportunities deserve your time, who really needs to be convinced and what has to be true before the deal can close.

Founders who still sell

Protect scarce time

Bring structure to the deals you are personally running, without building a sales process from a blank page.

New or growing teams

Get consistent quickly

Give new salespeople a proven way to qualify and progress opportunities from their first week, instead of learning it by losing deals.

Included tools

Six tools covering the work between interest and a signed decision.

Each tool supports a real step in converting an opportunity. They can be used on their own, and they become more useful together because the information carries forward.

05
Deal Compass · Convert

Progress opportunities with greater clarity and control.

Help salespeople qualify opportunities properly, understand the buying landscape and complete the work needed to move deals forward.

ProspectSignal

Recognise buying signals indicating prospect readiness.

DealAlignment

Align the solution with the buyer’s priorities and needs.

QUALIFIED

Test opportunity quality before investing more time.

QuestionsUSPAuthorityLimitationsImportanceFinanceICPEffortDates

PowerMap

Map decision-makers, influence and support within the opportunity.

DealTruth

See deal health, risk, outcomes and lessons clearly.

ProposalIQ

Create stronger proposals and track buyer engagement.

Stronger qualification. Clearer deal strategy. Better sales execution.
How it works

A practical sequence your team can follow on every opportunity.

Not a new methodology to learn in a classroom. A sequence of short, structured steps that fit around the conversations your salespeople are already having.

Step 01

Spot readiness

ProspectSignal highlights the signals that suggest a prospect is moving from interest to intent, so the conversation happens at the right moment.

Step 02

Qualify honestly

QUALIFIED tests the opportunity against the same criteria every time, exposing what is known, what is assumed and what is still missing.

Step 03

Map the decision

PowerMap sets out the people involved — who decides, who influences, who supports you and where you have no relationship at all.

Step 04

Align to the buyer

DealAlignment compares where the buyer is with where the salesperson thinks they are, and connects the solution to the priorities the buyer actually stated.

Step 05

Propose and track

ProposalIQ turns the work into a professional proposal, then shows what the buyer viewed and returned to after it was sent.

Step 06

Review the truth

DealTruth reviews health and risk while the deal is live, and the real reasons behind the result once it is closed, so the next deal starts better informed.

Structured enough to create consistency. Quick enough that people actually use it.

Included with every solution · See

What Sales Pulse shows at the convert stage.

Sales Pulse is included with every Salespuzzle solution. It turns the work done in Deal Compass into measures a leader can act on — without asking the team for another report.

Opportunities qualified
Qualification strength by deal
Deals stalled or at risk
Decision-makers mapped
Coverage gaps in key accounts
Buyer and seller stage alignment
Proposals created and shared
Proposal views and engagement
Proposals accepted or signed
Win and loss reasons
Conversion between stages
Time saved on deal preparation
ExecutivePulse

Is the number safe?

Qualified value against target, and how much of the forecast rests on opportunities that have not been properly tested.

SalesPulse

Deal quality

Qualification strength, stalled opportunities, stakeholder coverage and proposal outcomes across the pipeline.

ProductivityPulse

Where the effort goes

Deal work completed and preparation time saved, so effort can be judged against the value of the opportunities receiving it.

CommercialPulse

The wider picture

How conversion at this stage connects to demand created earlier and revenue retained afterwards.

See how Sales Pulse works

Included with every solution · Track

How DataHub connects it.

DataHub is where the commercial information lives. Deal Compass reads from it and writes back to it, so qualification, stakeholders and proposal activity sit against the deal itself rather than in a document on someone’s laptop.

DataHub holds
  • Pipeline
  • Accounts
  • Contacts
  • Deals
  • Actions
+
Deal Compass adds to the record
  • Qualification score and evidence
  • Buyer stage and alignment
  • Decision-makers and influence
  • Proposal status and engagement
  • Deal risk, health and outcome
  • Next actions with an owner

Enter it once. Use it across the deal, the account and the forecast.

Because the same record carries forward, the qualification work done today still explains the result months later — and the account team inherits it rather than starting again.

See how DataHub works
Included with every solution · Guide

How Sales Coach guides you.

Sales Coach is platform-wide guidance, available wherever you are working. At the convert stage it helps a salesperson decide what to do next on a specific opportunity, rather than leaving them to interpret a score on their own.

Before the meeting

What to ask

Suggests the questions that would close the biggest gaps in qualification, based on what is still unknown about the deal.

During the deal

What to watch

Flags the risks that matter — no access to the decision-maker, no agreed timescale, no confirmed budget — while there is still time to act.

Before you commit

Whether to continue

Helps judge honestly whether an opportunity deserves more effort, or whether the time is better spent elsewhere.

After the decision

What to learn

Turns the review of a win or a loss into a specific change to apply on the next opportunity of the same type.

See how Sales Coach works

Relevant demo

Have a look before you talk to us.

The interactive demo is a working environment with sample data. It does not yet open directly on the convert stage, so it starts in the sales productivity area — the tools here are part of that area and you can move around freely once you are in.

Explore it at your own pace.

Nothing to install and no account needed. If you would rather be shown the parts that matter to your business, a walkthrough is usually the quicker route.

See it in the sales productivity demo
Deal Compass

£24.95 a month.

Deal Compass is £24.95 a month per user, billed monthly. Sales Pulse, DataHub and Sales Coach are included with every solution, so there is nothing separate to add for the reporting, the data or the guidance.

Nothing here is a commitment. Cancel any time from Billing and your access runs to the end of the paid month.

  • All six Deal Compass tools
  • Sales Pulse measures for the convert stage
  • DataHub records shared across the platform
  • Sales Coach guidance throughout
  • Proven Salespuzzle frameworks built in
  • Use alongside your existing CRM
  • Ongoing platform improvements

Spend the quarter on the deals you can actually win.

A walkthrough takes about half an hour. We will look at how your opportunities are qualified today, where deals are stalling, and whether Deal Compass would make a practical difference to the way your team converts.

Deal Compass covers the convert stage. It follows Prospect IQ and leads into Account Compass — or see Salespuzzle Complete for everything connected.