SightForge
Getting Started
Welcome to SightForge — your AI-powered sales intelligence dashboard. This guide will help you get up to speed quickly.
What SightForge Does
Pipeline Management
View and manage opportunities in table or kanban board format with inline editing.
AI-Powered Playbooks
Auto-generated sales playbooks with approach strategies, contact insights, and competitive intelligence.
Smart Scoring
AI scores every opportunity (0-100) based on fit, timing, and qualification signals.
Team Collaboration
Assign opportunities, track overrides, and monitor team performance on the scorecard.
Agent Metrics
Track AI discovery quality, playbook effectiveness, and collaboration health.
Autonomy Tiers
Three-tier system: fully automated discovery, AI-drafted playbooks, and human-led outreach.
How It Works
Identified
The AI engine finds a named, sourced opportunity (Direct Hit or Indirect) and scores it.
Validated
You confirm it's real and a fit — research contacts, read the playbook.
Called
First outreach made. Log the outcome and set a follow-up date.
Qualified
Buying intent confirmed — build the proposal, identify the decision maker.
Won / Lost / Not a Fit
Close it out. Every outcome teaches the engine what to hunt next.