A board-ready deck built ONLY from the data in this workspace - the model, your logged actuals, the trackers, the accounts book and the team. Brand it, then Export prints just the slides (choose “Save as PDF”, landscape). No prose walls: numbers, gaps and the basis for each.

Every module examined in one pass - the model and cash, plan vs actuals, the activity engine, the team, ops hygiene and retention. Findings are ranked by severity and link straight to the pane that fixes them. Activity is judged against a Jan–Dec pro-rated target. Re-runs every time you open this page.

Your home base. Follow the steps to build and run your plan, keep the team in view, and post what matters. Already set up? Jump to your dashboard.

Your team lives in the Team collaboration hub - leaderboard, profiles, trackers & notice board.

Your team in one view. The leaderboard ranks reps by quota attainment; open any profile to see their stats and live tracker; the notice board keeps everyone aligned.

Work backwards from a revenue target to the activity every team needs. Enter targets in the highlighted inputs; the full funnel - new business and customer success - calculates automatically. Then push the results as monthly targets into the Sales, Marketing and CSM trackers.

The team plan is allocated to each rep - SDRs split outbound activity, AEs split held/SQO (weighted by quota where set), marketers and CSMs split their funnel. These exact per-rep monthly targets get written into each rep's blue target column. Updates live as you change inputs.

Writes the table above into the Marketing, Sales and CSM activity trackers (the blue target columns). Existing logged actuals are untouched. Tip: in each tracker the target sits in the rightmost “… target” column of every month - scroll right if you don't see it.

Your core financial model. Pick a pre-built scenario or set your own assumptions on the left - pricing, churn, costs and hiring - and the right side projects revenue, profit, cash and headcount month by month, with break-even and unit economics. Everything else in Cmd Rails reads from this.

One model, two views. Assumptions is where you type: GTM strategy, pricing by segment, team blend. Outputs is where you read: funnel, P&L, KPIs. Same clients, same pricing everywhere - the Revenue bridge proves it reconciles with the Ledger.

A 12-month sales-capacity and revenue plan. Set your assumptions and monthly team inputs (the highlighted cells); everything else calculates live - SDR and AE funnels, pipeline, revenue attainment, and cost of sales.

Each SDR & AE has their own tracker. Pick a rep to log their weekly numbers, or Team Total for the rolled-up view (read-only). Reps come from the Team Leaderboard - tag a member as SDR or AE there and they appear here.

Each CSM has their own tracker - engagement, account health, renewals/expansion. Pick a rep to log their weekly numbers, or Team Total for the rolled-up view. Reps come from the Team Leaderboard - tag a member as CSM there.

The book of business behind the tracker, itemized - each account’s MRR, owner, renewal month, health and outcome. Totals roll up to the cards; the itemized CSV export includes this table. Months follow the model’s Jan–Dec year.

Each marketer has their own tracker - campaigns, content, and the demand funnel (leads → MQLs → SQLs). Pick a rep to log weekly numbers, or Team Total for the roll-up. Reps come from the Team Leaderboard - tag a member as Marketing there.

Each partner manager has their own tracker - sourcing motion (intros, meetings, enablement) and the partner funnel (sourced opps → co-sell → deals won → revenue). Pick a rep to log weekly numbers, or Team Total for the roll-up. Tag a member as Partnerships on the Team hub to add them here. Closed-won partner deals feed the Look ahead partner forecast.

Leaders track a mix of activity (1:1s, deal & forecast reviews, coaching, exec meetings, hiring) and content delivery (enablement, playbooks, thought-leadership, internal comms, case studies). Pick a leader to log weekly numbers, or Team Total for the roll-up. Tag a member as Leadership / Other on the Team hub to add them here.

Full-funnel monthly metrics across marketing, sales development, new business, and post-sales. Enter monthly actuals in the highlighted cells; conversion rates, totals, and the rolling average calculate live. The Metric snapshot tab rolls these up by quarter.

Pull fills the funnel lines from the team rollups - Marketing → MQL sources, Sales → discovery held / accepted (SQOs), CS → renewals & expansion. You can still type over any cell.

A quarterly roll-up of the Metric report - the full funnel condensed to leads, MQLs, SQOs, closed won, ARR, onboarding, and conversion rates between each stage. Updates automatically as you edit the Metric report.

A CFO-style view of the business - the full modelled P&L (revenue → COGS → gross margin → S&M / G&A → EBITDA) and SaaS metrics. Enter your actuals inline in the Actual column beside each month’s projection; the flight deck and analytics fold them in automatically.

Turns the plan into cash. Models annual-upfront billing, planned funding rounds, and dilution - then shows your runway, your out-of-cash month, and your lowest cash point. One framework: cash here = the Ledger's operating cash flow (same model, same starting cash - the field below IS the Ledger's) + annual-upfront billing timing + capital raised. With 0% upfront and no rounds, this page's cash curve equals the Ledger's exactly.

A quick what-if on top of the plan above: out of runway? You can raise capital (more cash, dilution) or extend by cutting opex (no dilution). Set inputs, compare runway, then push the raise into Round 1.

A forward look in three steps: 1 - set the method, horizon and win probabilities; 2 - the pipeline forecast projects opportunities by category from your run-rate; 3 - the deal-level calculators turn expected deals and renewals into a committed vs best-case number. Every step reads the one before it.

Phases the combined new-business + expansion forecast across the period - closed-won in the current period, open/new forecast spread evenly. Submit to save a dated snapshot.

Every submission is logged with its forecast, the cadence call notes, and any recording/transcript link.

Each submission's committed forecast vs the actual revenue logged for that period (new business + expansion from the Metric report). Accuracy = actual ÷ forecast; bias shows whether you tend to over- or under-call.

The decision layer on top of the model - close the gap to target, solve for a number, see which inputs matter most, and compare scenarios side by side.

Rally the commercial team on the year's number, theme and the OKRs that get you there. Plan by the year or by quarter - each period keeps its own OKRs, awards & lessons.

Ask the model. It reads your live numbers - runway, ARR, burn, NRR, CAC, Rule of 40, team, forecast, gaps - and helps you plan. Try “get me to 18 months of runway”.

Defaults and data management for this workspace. Settings are stored in your browser.

Your profile. This is a local planning tool - details are saved only in your browser, not sent anywhere.

Size the whole market against what your current plan actually captures. TAM and average attempts per account are the only new inputs - team, activity capacity, conversion rates and ACV are read live from your model, so there is no double entry.

The single place for what you know about your market and buyers - ICP, segments, personas, competitors, target accounts and win/loss. Everything here is saved to this workspace.

The operating map of your marketing-ops function - four tiers, from committing to a pipeline number down to closing the loop with sales. Assess each domain's maturity, assign an owner, and note the gaps. Every card carries the classic failure mode to watch for.