Everything for working your pipeline day to day, live from HubSpot. Pick a section to dive in.
Shared files and design assets for the team, from HubSpot and Microsoft SharePoint.
High-priority deals by stage
Whose plate it's on
How cold are they?
Business days since last logged activity (emails, notes, tasks). Thresholds per stage drive the High flag.
The funnel, end to end
Active pipeline only (Nurture and closed deals excluded from the funnel bars).
Forecast — expected wins from today's pipeline
What's closest to closing
Open deals by country
Country taken from each deal's company (resolved from the deal's market). Covers all open deals, not just high priority.
Request Personal Time Off
Pending your approval
PTO calendar
Requests
Production — from supplier costs to finished bottles: product costing, stock at every level, and a make-to-order workflow (plan an order, prepare content, then bottle & package).
Accounting data, live from the Easor app (Talenom). Pick a section to dive in — bank transactions come from Narvi.
Account
How staleness is measured
- The reference date is the later of the deal's next planned activity (task / meeting) and its Last Contacted date.
- A deal is stale when the business days (weekends excluded) since that reference date exceed the stage's threshold above.
- A future planned activity pushes the reference forward, so a deal with an upcoming task isn't stale yet.
- Deals whose contacts are actively enrolled in a sequence never go stale.
- Deals in Closed Won or Closed Lost never go stale.
Reach-out messages
Things every lead should hear. The deal card's “Messages to send” check uses this list to flag what's still pending.
Talenom — invoice copies
Where a copy of every vendor invoice is emailed for bookkeeping. The message carries the invoice file plus its details (vendor, number, amount, dates, payment info) in the body. New invoices are sent automatically unless the person filing it unticks the box.
SharePoint archive folder
Where finalized invoice documents are filed. Paste a SharePoint share link to the folder that should hold the archive — the app creates Finance / Expenses / Sent To Talenom / year / month inside it. Leave blank to fall back to the connected Design library.
MS PE Team folder
The Microsoft SharePoint folder shown under Files ▸ MS PE Team. Paste a SharePoint share link to the “Pure Essence Team” folder — the same kind of link used for MS Design. Anyone with Design access can then browse, preview and download from it.
Users
Invite teammates and choose, per person, which sections are Hide, View or Edit. Clicking Invite opens an editable welcome email; when email is configured it's sent automatically, otherwise you'll get a link to share. A user with Edit on Settings is an admin.
Webhook activity
Every Narvi webhook received — transaction.created, transaction.updated, entity.updated, change_request.updated. Newest first.
Sign-in activity
Recent sign-in attempts — successful and failed. Each user's most recent successful sign-in also shows as “Last login” on the Users tab.
Notifications sent
Every in-app (bell) notification raised — the recipient, when it was sent, when they first opened their bell, and the source.
Emails sent
Every email the system has sent — invites, password resets, quote-signature requests, sample and PTO notices, bank alerts and vendor-invoice copies. Click a row to see the full recipient details and the message.