D365 revenue ÷ containers of these customers · last 12 months
Average sell price per product 0
The prices agreed in the Commercial Scope of the won deals
Product
Unit
Average
Range
Deals
All deals
Customers 0
What was sold to each customer, at the agreed price · click a customer to open it
Customer
What was sold
Deals
BI
BI · Management · Activity per rep
🗓️
Preview — the Outlook sync is not connected yet. The items marked Example show how the meetings from the Outlook calendar, the calls and the emails from the mailbox will appear here (made-up companies, nothing saved). The items marked Logged in NEXA are real.
Meetings
Events & Marketing
Events
Events 0
Type in a cell: it is kept as soon as you leave it · the last row adds an event · Met, Leads and Deals are counted by NEXA · ↗ opens the event
People met 0
Everyone met at the events, and who met them · the last row adds a person (a contact in NEXA)
✨ Automatic: while an event is on, every business card scanned (Home › Scan a document) is added to its people met, with who scanned it. These columns are also where your AI agent will put what it collects, once it is connected.
Events & Marketing · Event
People met 0
Results
The leads and deals of the companies met, since the event
Notes
Events & Marketing
Incoming leads
🌐 Commodity Supplies web form commodity.ch 🌐 Cargoo web form cargoo.com — not connected yet (with marketing)
Once they are, every form sent lands here as a New lead with its brand, and Mario or Vincent assigns it to a salesperson: NEXA then creates the company, the contact and an opportunity - its commercial scope preset by the form (Cargoo: via Cargoo; Commodity Supplies: operated by the CSA team).
Incoming leads 0
Newest first
Tasks
Your tasks
Opportunities
All opportunities
Opportunities 0
Sorted alphabetically
🔍
Opportunity
Company
Stage
🔗 Opportunities are created from a company record (Companies › company › Opportunities card › “＋ New opportunity”), so every opportunity is linked to a company.
Opportunity · New
New opportunity
Location synced from the company
Deal lifecycle
Commercial scope
Company identity
🔗 Pulled automatically from the Company ID of the linked company — edit it there and it updates here.
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Company logo
Synced from company record
Created by Valentin Gremaud when saved — permanent, cannot be changed after creation
Deal team
Ownership moves from Sales to the Key Account Manager once the deal is won
Stage requirements
Required to move on: the services (Commercial scope), a rough volume and the expected value — everything else is optional and can be filled anytime
Activity
Log anything that moves this deal forward
Tasks
Click the circle to mark a task complete
Deal history
The price offered at each stage and round, and everything that happened on the deal
Commercial scope
Services, modules and pricing configured for this account
Companies
All companies
Companies 0
Parent and standalone companies · subsidiaries are listed under Group structure on each company
🔍
Company
Sector
Sales
Account manager
The "Parent company" field on a company record links a subsidiary to its group. Lists and reports can then group or roll up entities within the same group automatically.
Company · CMP-0071
Company ID
NA
Company logo ✨ AI
— None
✨9 fields auto-filled by NEXA AI from the company name — reviewed by Valentin Gremaud.
✓ All mandatory fields are complete.
Created by Valentin Gremaud · 12 Jan 2026 — permanent, cannot be changed after creation (separate from Company owner)
Services used
Everything this client is currently live on — the services ticked in the Commercial Scope of its Closed Won opportunities
Activity
Everything logged on this company and on its opportunities
Tasks
Tasks of this company and of its opportunities
Companies · New record
New company
✨ AI auto-fillEnter the name — NEXA fills the rest
Company ID
Enter the name and press Enter: NEXA AI searches the internet and fills the domain, address, sector, type, segment and description.
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Company logo ✨ AI
The companies billed by CSA / Cargoo that belong to this group. A company picked with its own subsidiaries brings them along; it leaves its former group.
✨Waiting for a company name…
AI-filled values are suggestions — the creator reviews them before saving. Any field you edit switches from “AI” to “Edited”. Lead source stays manual.
Contacts
All contacts
Contacts 0
Sorted alphabetically
Contact
Role
Company
Contact · New
New contact
Contact details
Individual: contact type, title, first name, last name and email are mandatory · Generic address: only the email and the associated company
— No company selected
Associated company auto-fills when the contact is created from the company record.
Created by Valentin Gremaud when saved — permanent, cannot be changed after creation (separate from Contact owner)
Business Intelligence · NEXA
Commercial & portfolio analytics
Contact acquisition
Where each contact was acquired — at an event or through another channel. NEXA records it when it creates the contact.
Contacts by event
Click an event to focus on it
Contacts by role
Click a role to filter
Contacts by channel
Events, meetings, emails, referrals…
Contacts 0
Click a contact to open it
Opportunities by lifecycle stage
Each person and what they have at each stage · click a number to see the deals
Activity per rep
Meetings Calls Emails
Leads — who did what
Every incoming lead: who assigned it, to whom, and what came of it
Opportunities by lifecycle stage
Each person and what they have at each stage · click a number to see the deals
Activity per KAM
Meetings Calls Emails
Missing services per KAM
Clients not using a service yet — upsell
Portfolio overview
Open opportunities, today
Total pipeline value
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Weighted pipeline
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Probability-adjusted
Opportunities by lifecycle stage
Each opportunity counted once, in its current stage
Lost deals
Where and why we lose · click a bar or a number to filter the deals
Lost at
Lost at × reason
NEXA AI digestWhat the emails of all the lost deals say
Additional services requested
From the commercial scope of the opportunities · click a category to see the requests
Leads by web form
Incoming leads · the two websites and the ones added by hand
Activity per rep
Meetings Calls Emails
Counted from the activities logged in NEXA (meeting minutes, calls, emails) in the chosen period. Nobody picked = the whole team (sales reps and KAMs).
Average sell price per product
Procurement CSA Global Forwarding Control Tower Average of all deals
🔍
Top clients · Containers
✨ Ask NEXA AI
Ask anything about your clients — NEXA AI looks it up in D365 and answers
✨Type a question in plain language, then press Ask.
Your dashboard
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