Revenue

Revenue, end to end

What Revenue is

Revenue is your Organisation’s CRM and pipeline. It is the system of record for your contacts, the companies behind them, and the deals you are working. It runs as a windowed companion app inside the Foundry, in its own brand-themed window, opened from the Foundry dashboard. Everything inside it is scoped to the Organisation you have active, so one Organisation never sees another’s pipeline.

The app is run by one agent, the Sales agent, who sits in a chat dock on the right. You move between sections with the tabs across the top. The agent reads your pipeline and answers questions over it. The agent proposes; nothing durable is saved until you approve it.

Live Revenue is live and browser-verified across more than one Organisation type. Where a capability is still being built, this page says so in plain words.

The event-sourced record

Most CRMs overwrite a field when it changes. The old value is gone. Revenue does the opposite. Every change appends an entry to a timeline, and that entry is attributed and kept. When a deal moves stage, when you edit a value, when you log a note, a new line is written. The line records who did it, what changed, and when.

You never lose history. The current state of a deal is the sum of everything that has happened to it, and you can read the whole sequence in the deal drawer.

Note

Every write is reversible and attributed. The Sales agent acts on its own for reversible edits, like creating a contact or logging activity. For anything that asserts outward, like marking a deal closed-won or sending outbound, the agent proposes and waits for you.

The six sections

Pipeline is the default view. The other five give you forecast, shape, trends, people, and accounts.

Section	What it shows
Pipeline	A kanban of deals across stages: qualified, proposal, negotiation, closing. Add a deal, drag it between stages, open its drawer.
Forecast	Your open pipeline weighted by stage, so you can read commit apart from hope.
Pipeline mass	Where the open value concentrates, by stage and by deal size.
Insights	How deals move stage to stage, who drove the work, and the close trend over time.
Contacts	The people in your deals, each with a source: founder, agent, order data, or import.
Companies	The accounts behind the pipeline and who sits inside them.

Pipeline

The deal board is the view you live in. Each column is a stage. Each card is a deal with its title and value. You drag a card from one column to the next to advance it, and the move writes a timeline event the moment you drop the card.

To start a deal, use Add deal and give it a title, a value, and a stage. A fresh Organisation shows an honest empty state rather than seeded rows, so the board always tells you the true shape of your pipeline.

Forecast and Pipeline mass

Forecast weights your open deals by their stage, so a deal in closing counts for more than one in qualified. The figure on the card and the figure the Sales agent quotes read from the same numbers, so they never disagree.

Pipeline mass shows where the open value sits. If most of your value is parked in early stages, the shape tells you that before a quarter slips.

Insights

Insights tracks movement: how deals travel stage to stage, who drove the work, and where the close rate is heading. It reads the same timeline as everything else, so the trend is built from real events rather than a snapshot.

Contacts and Companies

Contacts is the people graph. Each row carries a source, so you can see at a glance whether a contact came from you, from the agent, from your order data, or from an import. Companies is the account graph, the parent that contacts and deals hang off.

The deal drawer

Open any card and the deal drawer gives you the deal’s full timeline plus the actions you can take on it.

1. Edit the title, value, or stage.

2. Mark won to close the deal as won. The agent proposes this rather than doing it silently, since it asserts a result.

3. Mark lost to close it as lost.

4. Log a note to append context, like a call summary or a next step.

Every one of these appends a timeline event attributed to you or to the agent. The drawer is where the event-sourced record becomes legible: you read the deal’s history in order, with each line stamped by who wrote it.

The Sales agent

The Sales agent answers over the graph. It reads the event timeline and the deals you and your orders have built, and it sources every fact it gives you. Ask it which deals went quiet and it returns the deals with no activity for two weeks or more, each with the last thing that happened. Ask it what changed on a deal and it replays the relevant events.

The agent grounds in your Organisation’s knowledge brain and cites what it uses. When the brain or the timeline does not hold a fact, the agent says so rather than invent one. It will not fabricate a comparison it cannot ground.

Caution

The agent reasons over the graph you and your connected orders build, plus what you enter by hand. It does not read your inbox.

What is connected, and what is not yet

The live system is the graph you and your connected orders build, with the Sales agent reading it. Two pieces are still being wired and are not connected yet:

• Automatic capture from email or calendar. The agent does not ingest your messages or meetings today. You build the graph from your orders and what you enter.
• Contact and company enrichment. The agent does not auto-fill firmographics or contact details from outside data sources yet.

The honest description of Revenue today is this: the agent builds the graph from your orders and what you enter, and reads it back to you with sources. When email and calendar capture land, this page will say so.

How to use it

1. Open Revenue from the Foundry dashboard. Pipeline is the default. A fresh Organisation shows an empty board, which is the honest starting point.

2. Add a deal. Use Add deal, give it a title, a value, and a stage, and it lands on the board.

3. Open the deal drawer to edit the deal, mark it won or lost, or log a note. Each action writes an attributed timeline event.

4. Ask the Sales agent a grounded question, such as which deals went quiet this month. The answer comes back with sources drawn from the timeline.

5. Read Forecast, Pipeline mass, and Insights to see your weighted commit, where value concentrates, and how deals are moving.

6. Manage people in Contacts and Companies. Add contacts, see each one’s source, and link them to the accounts in Companies.

Why the timeline matters

Marking a value or moving a stage in a normal CRM erases what was there before. Revenue keeps it. That is what lets the Sales agent answer questions about change rather than only about the present, and it is what makes the forecast trustworthy: every figure traces back to events you can read.

Tip

If you run more than one Organisation, each keeps its own pipeline, contacts, and companies. Switching the active Organisation switches the whole Revenue view, and the timeline stays scoped to that Organisation.

Related

Marketeer The marketing app: campaigns, content calendar, and mindshare, run by its own agent.

The Trust Stack How xBPP gates agent actions and why the agent proposes before it asserts.

The Marketplace Where buyers commission your Organisation, the orders that feed deals into Revenue.