Overview
Your next actions, in one place
This week
Follow-ups due
By follow-up date. Assign owner and stage here.
No follow-up date
Early stage accounts missing a date
Channels to push
Still to contact. Assign from here.
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Mina AI
Mina AIRevenue goal
£600,000
Monthly plan
Customers by size each month. Right columns = that month’s new revenue and running total. Dashboard tracks Base only.
Deal mix & pace
Totals by size (not another month grid). What the plan is made of, and the pace to hit the goal.
All files
Drop files here to uploadPDF, slides, Word, images · max 50 MB
| File | Version | Uploaded by | When | Size |
|---|
No files in this folder yet. Upload a pitch deck, one-pager, or PDF.
Add teammate
Set their work email and a password. They sign in at sales.mina-ai.co. No email link.
They sign in with email and this password. No login link. Only admins can add or revoke people. Platform owner: sara@mina-ai.co.
Team
Loading...
Profile photos
Load available photos automatically for people with LinkedIn profiles.
Connection is checked when people are listed.
Open Enrich LayerGoals
Customer target and cash goal. Used across Command, Pipeline and Revenue.
Currency
Deal tiers stay in EUR. Choose which currency the whole app displays.
Goal below is edited in the display currency and stored correctly via this FX rate.
Deal tiers
Annual ACV in EUR. Pilot can be marked one-off.
Account
Signed-in profile. Assignment on rows still uses Sara / Jonas.
Reset all revenue plans
Zeros every month in Base, Upside and Stretch. Saves a snapshot first. Tiers, goal and signed customers stay.