# See the business context behind a deal.

Bring client work and financial reporting into the same platform. Review which deals need attention alongside the numbers that shape your business decisions.

The pipeline shows an open proposal. The account notes explain the relationship. Your financial reports show a different part of the business. Owners need that context to choose a useful next move.

## A workflow your team can run

1. **Review the client context.** Keep the deal stage, customer history, and next follow-up available to the person responsible for the account.

2. **Bring the numbers into view.** Use the banking, accounting, and reporting areas to review cash, profitability, and invoices. We discuss the connections your team needs during setup.

3. **Choose an accountable next move.** Review the opportunity, assign the follow-up, and record what changes. Financial reports provide context; an open deal is still a potential outcome.

## Reviewing a proposal with its owner

- **Signal:** A client proposal needs a follow-up
- **Context:** Deal history and current invoice status
- **Decision:** Review the next conversation with the account owner
- **Action:** Schedule the follow-up and assign responsibility
- **Outcome:** Record the client's response and review the result

Illustrative workflow. Pipeline value is not booked revenue or realized profit.

## Guided implementation

We map your goals, KPIs, and team structure, then configure the workflows in Covision Performance. Training and consulting support help your team put the software to work.

[How implementation works](https://covisionperformance.com/approach)

## Questions before we talk

### What can owners review in Covision?

The platform brings pipeline, clients, invoices, banking, accounting, and reports into one place. We help determine which workflows and connections your team needs.

### Does pipeline value mean we have earned that revenue?

No. An open opportunity is a potential result. Review the pipeline separately from your recorded revenue, payments, and profitability.

### How do we start?

Schedule a 30-minute conversation about your goals, team, and current systems. We will discuss the software and the implementation support that fits your business.

## Start with your weekly review

[Get the free Owner's Weekly Scorecard](https://covisionperformance.com/resources/weekly-scorecard)

[Schedule a 30-minute meeting](https://cal.com/kareem-salame/30min)

Canonical page: https://covisionperformance.com/solutions/sales-and-financial-visibility