Products
Project profitabilitySee what every engagement earnsMargin GuardFind the work you haven’t billedSales and quotingQuote from the delivery planPeople and capacityStaff by skill and availabilityDelivery and timePlans, timesheets and approvalsInvoicing and cash flowBill on time, see cash 13 weeks outWorkflows and approvalsRules, forms and deadlinesSecurity and accessRoles, permissions and sign-in
OrkestraWhy is Lone Star losing money?OrkestraLone Star’s margin at completion is −9.7%, against 28.0% sold. The team logged 395 days of the 300 planned.3 sourcesMeet Orkestra
Sales and quoting
Sell and deliver in one place. Your forecast includes the deals you’re about to win.
Track leads, deals, quotes and targets in KPilot. Quotes use your rate card, and weighted deals feed the year-end forecast as soon as they move.
Pipeline board5 dealsNew deal
Pipeline ConsultingStatus OpenRotting Any
Open deals5Pipeline value$1,177,725Weighted value$548,539Avg deal size$235,545Active stages7
Prospect10%1 · $320,000
SGSunbelt Grid & RenewablesGrid modernization master plan$320,00012 pts10%Feb 15
Qualification25%1 · $209,550
CRCotswold Retail GroupSupply chain governance overhaulGBP 165,000$209,55018 pts25%Jan 206 d
Proposal50%1 · $245,000
RMRocky Mountain Fiduciary BancorpBranch network operational excellence$245,00034 pts50%Dec 1023 d
Negotiation75%1 · $141,375
MLMaple Leaf Financial HoldingsCross-border buy-side due diligenceCAD 195,000$141,37541 pts75%Nov 254 d
Committed90%1 · $261,800
ESEnergia Solar de JaliscoIndustrial information systems scopingMXN 4,760,000$261,80047 pts90%Today2 d
Mesabrook Advisory LLC, KPilot’s US demo company. Totals in USD; GBP, CAD and MXN deals converted at the month’s rate.
From first contact to signed quote
The sales steps KPilot supports, in the order a deal goes through them.
01Leads
Respond to every lead on time
Leads from your website, the Leads API, imports and Explee arrive in one queue. Routing rules assign an owner, and late leads are flagged.
- Round-robin and rule-based routing
- First-contact and escalation delays
- Convert a lead into an organization, contacts and a deal
LeadsNew lead
New 2MineContactedQualifyingConverted6 new · 2 waiting past the first-contact delay
LeadSourceProject typeOwnerArrived
Dana WhitakerHalvorsen Freight Lines · USWebsite formOperationsNobody5 h late
Priya NairCoastal Ridge Credit Union · USExpleeStrategyNobody7 h late
Tom ElleryBrightwater Utilities · USLeads APITransformationClara2 h ago
Clara2 h agoSophie LaurentRhône Logistique · FRWebsite formOperationsMichael40 min ago
Michael40 min agoLead assignment · Source is Explee → Clara Novak · otherwise the lead team in turn · first contact within 4 h
Clara Novak · otherwise the lead team in turn · first contact within 4 h02Deals
Keep the whole deal on one page
See the stage, value, weighted value, expected close date and next steps, with the deal score broken down rule by rule.
- Scoring on deal size, source and payment history
- Decision maker, budget holder and technical contact
- Won or lost, with the reason recorded
Deal detailsMark as lostMove to Negotiation
RMNew business · DL-2026-103Branch network operational excellence programRocky Mountain Fiduciary Bancorp · Consulting pipeline · stage Proposal · owned by Mallory Langford
ProspectQualificationProposalNegotiationCommitted50% win probability · 2 months in pipeline
Deal value, from quote Q-2026-041$245,000
Weighted value, 50% of the deal$122,500
Expected close, in 35 daysDec 10
Activities, 1 overdue3 open
Scoring · 34 ptsDeal size (home currency) above $200,000+15Organization · average payment days under 35+10Source is Referral+9
Key contactsDecision makerRachel Moreno, COOBudget holderGregory Hale, CFOTechnicalNina Patel, Head of Branch Ops
03Quotes
Price quotes from your rate card
Build quotes from roles and days at your day rates, or bill by the hour. The deal takes its value from the quote, and the status syncs from accounting.
- Draft, pending, accepted, rejected and expired
- Each quote linked to its deal
- Sales tax based on company rules
Quote Q-2026-041Mesabrook Advisory LLC
Engagement Director20 days × $1,450$29,000
Engagement Manager60 days × $1,150$69,000
Senior Consultant120 days × $850$102,000
Consultant70 days × $650$45,500
Volume discount−$500
Total before taxNo sales tax on services, TX$245,000
Transaction statusAs the accounting tool saysPendingAccepted
Day rates from Mesabrook’s rate card. The deal takes its value from the quote.
04Activities
Stay on top of follow-ups
Calls, meetings, emails and tasks are sorted by due date, with overdue items first, in a list or a calendar.
- Overdue, today and next 7 days
- Calendar with an overdue tray
- Next steps on every deal
ActivitiesNew activity
Overdue 4TodayNext 7 daysLaterNo date4 overdue · oldest 9 d late · 3 due today
Follow up on the revised scopeCall · Rocky Mountain Fiduciary Bancorp9 d late
9 d lateSend the CAD fee scheduleEmail · Maple Leaf Financial Holdings2 d late
2 d lateSteering committee, scoping sign-offMeeting · Energia Solar de JaliscoToday 15:00
Today 15:00Qualify the Q1 budget windowTask · Cotswold Retail GroupTomorrow
Tomorrow05Targets
Track targets and bonuses
Compare won revenue with yearly and quarterly targets, see a leaderboard for each person, and follow bonuses from draft to paid.
- Targets by company and by person
- Monthly and quarterly views
- Bonuses calculated from formulas
TargetsFiscal year 2026
Won in 2026$0$660,000 still to win for the $3,600,000 target
People on track4 of 6Won keeps pace with their target
Top performerLucy Hargrove103% of her target · 7 deals won
Lucy Hargrove103% of her target · 7 deals won#PersonWonTargetAttainment
1Lucy Hargrove$641,000$620,000103%
Lucy Hargrove$641,000$620,000103%2
Eleanor Vance-Sterling$712,000$760,00094%
Eleanor Vance-Sterling$712,000$760,00094%3Mallory Langford$498,000$560,00089%
Mallory Langford$498,000$560,00089%4Michael Hawthorne$452,000$520,00087%
Michael Hawthorne$452,000$520,00087%5Carlos Arredondo$391,000$480,00081%
Carlos Arredondo$391,000$480,00081%6Clara Novak$246,000$660,00037%
Clara Novak$246,000$660,00037%Bonuses in 2026$86,400Draft 3Pending 4Unlocked 2Granted 9Lost 1
Reports on the same data as the board
Forecast, funnel, time in stage and lost deals, all from the same deals you see on the board.
ReportsOct 1 to Dec 31
Read the reports
Committed$403,1752 deals above 70% probability · 45% of the $900,000 target
Weighted$464,151Weighted by each stage’s probability
Best case$648,1753 open deals expected by Dec 31, if all close
Won so far$412,00046% of the target · $488,000 to go
5 open deals worth $1,177,725, stage by stage
Prospect$320,00010%
Qualification$209,55025%
Proposal$245,00050%
Negotiation$141,37575%
Committed$261,80090%
Deals stay longest in Proposal: 26 days on average
Prospect12 days
Qualification21 days
Proposal26 days
Negotiation14 days
Committed6 days
Most deals were lost to a competing bid (4), last 6 months · $612,000 lost
Competing bid, lowest headline price4
Timing, budget moved to next year2
No budget2
Went with the incumbent1
Forecast, Conversion and Performance, from the deals on the board.
Revenue forecastAdd weighted deals to revenue through year end.
Multi-currencyGBP, CAD and MXN deals converted to USD monthly.
Complete dataDeals without an amount are flagged, not counted as zero.
Settings
Configure lead capture, routing, scoring, stages and bonuses to match how your team sells.
Lead formsBuild a form, publish it, and add it to your website.
Contact us, MesabrookPublished
LabelTypeRequired
Full nameShort text
Work emailEmail
CompanyShort text
Project typeOne choice, as buttons
MessageLong text
Put it on your website
<div data-kpilot-form="mesabrook-contact"></div>
<script async src="…/embed.js"></script>The form takes your website’s own fonts and colours.Leads API keysGive each tool that sends leads its own key.
Leads API keysNew key
NameScopeLast usedState
Website assistantkp_4f2a…Intake12 min agoActive
Zapier, webinarskp_9c71…Intake2 days agoActive
CRM migrationkp_1a0e…ImportSep 18Revoked
Give each tool its own key, so you can revoke one without stopping the others.
Lead assignmentSet the lead team, routing rules and response times.
Lead assignmentSave
Lead team, in turnClara NovakLast lead Nov 4Michael HawthorneLast lead Nov 3
Ryan GallagherLast lead Oct 31Rules, the first that matches
Clara NovakLast lead Nov 4Michael HawthorneLast lead Nov 3Ryan GallagherLast lead Oct 311Country is MexicoCarlos
Carlos2Project type is TransformationClara
ClaraFirst contact within4 hoursEscalate after24 hoursLead managersMallory
MalloryDeal scoringAdd or subtract points based on deal and client data.
Deal scoring rulesAdd rule
#Rule and conditionEntityScore
1Large dealDeal size (home currency) is over 200000Deal+15
2Pays on timeAverage payment days is under 35Organization+10
3ReferralSource is ReferralDeal+9
4Slow payerAverage payment days is over 60Organization−10
Bonus formulasSplit bonuses between who found, closed and manages a deal.
Bonus formulasAdd formula
NameGenerationClosingManagementTotal
Standard consulting2%3%1%6%
Fixed price1.5%2.5%1%5%
Nearshore delivery1%2%1%4%
On a $245,000 deal under Standard consulting: $4,900 to who generated it, $7,350 to who closed it, $2,450 to who manages it.
Pipelines and stagesSet win probability and stale-deal alerts for each stage.
Consulting · stage configurationAdd stage
StageStatusWin rateRottingDeals
1ProspectOpen10%21 days1 deal
2QualificationOpen25%14 days1 deal
3ProposalOpen50%14 days1 deal
4NegotiationOpen75%10 days1 deal
5CommittedOpen90%7 days1 deal
6WonWon100%-9 deals
7LostLost0%-5 deals
Included in GrowthFrom $599 a month for up to 10 full users. Team members $8 each.
Questions
What makes a deal rot?
A stage can flag rotting after a number of idle days. The card counts the days and shows a mould effect that grows with them. Moving the deal resets the timer.
What is the weighted value?
Each open deal at its stage’s win probability, summed in the home currency.
How are leads routed?
Ordered rules first, by source, project type or country. A lead no rule matches goes to the lead team in turn. A lead not contacted within the first-contact delay is flagged, then escalated to the lead managers.
How do deals reach the P&L?
Switch on the sales forecast on the P&L, and weighted pipeline deals are added to revenue to year end.
Can leads come from our website?
Yes. Build a lead form, publish it, and paste its embed code or share its hosted link. Leads also arrive from the Leads API, imports and Explee.
See your pipeline and your margin together.
Start with the Mesabrook demo, or import your own deals.