Mina AI · Revenue Command

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

Revenue goal

£600,000

Signed £0Planned £0Gap £600k

Monthly acquisition plan

Customers per month by tier

Signed customers

Set deal value on signed accounts

Snapshots

Point-in-time plan checkpoints

Invite teammate

Sends an email with a link to create their password and open sales.mina-ai.co. Only admins can invite.

Name

Work email

Role

Members can use the CRM. Only admins can invite or revoke people. Platform owner: sara@mina-ai.co.

Team

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Goals

Customer target and cash goal. Used across Command, Pipeline and Revenue.

Signed customers target

Revenue goal

Goal deadline (YYYY-MM)

Currency

Deal tiers stay in EUR. Choose which currency the whole app displays.

Display currency

FX rate (1 EUR = X GBP)

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.

You

Name stamped on Activity and Archive.

Working as

Team and login

Cloud mode when Supabase keys are set. Magic link login, allowlist invites.

Local mode. Keys not configured yet.

Reset monthly plan

Zeros every month in Base and Stretch. Tiers, goal, signed customers and snapshots stay.