Season Dashboard
Live view of the pipeline and progress against the plan.
Pipeline by stage
Goals from the plan
Team leaderboard
Recent activity
Pipeline
Drag cards between stages.
Opportunities
Goals
Targets from the Season Plan, auto-tracked from the pipeline.
My Tasks
Everything assigned to you, by due date. Click a task to open its deal.
Contracts
Every agreement, routed by the legal playbook. Flagged items need Ryan or counsel before they go out.
Platform
The Forego app itself — who's on it, who's active, and where they sit.
The clubhouse tree
active this week · ADMIN group admin · tap anything to trace its connections
Loading the platform…
Users
Admins manage the team. Sales can use the CRM but not these settings.
Settings
Shared with the whole team.
Season & channels
Pipeline stages
Mark a stage won or lost for correct win-rate & revenue.
SMS alerts via Twilio
E.164 format, e.g.
+15195551234. Add the Twilio secrets in GitHub for these to send.Legal entity used in every generated contract
Every blank here becomes an unresolved placeholder that blocks a draft from being generated. Fill them once.