Convoy · Projects + EOS scorecards
Run the work, not just the pipeline.
Projects and EOS scorecards that live next to the pipeline instead of in another tab you forgot.
Included on every plan · No card required
Convoy · Q3 pipeline board
ItemStatusOwnerTotal
Cedar Hollow diligenceOn trackAA$40k
LP data room refreshAt riskKP$12k
Q3 investor letterDoneAA-
Scorecard · 87% on track this week
Boards for the work, scorecards for the numbers, wired to your CRM.
Boards
Monday-style flexibility, CRM-native.
- Typed columns: status, people, dates, numbers, formulas, lookups
- Rows cross-link to contacts and deals both directions
- Totals, filters, sortable saved views per member
- CSV export, archiving, task conversion
Scorecards
EOS-style weekly numbers with teeth.
- Green / yellow / red goals per measurable
- Auto-measurables computed from CRM activity
- Weekly review flow: reds become owned tasks
- Off-track numbers can fire automations
Automation hooks
The work talks to the system.
- Automations can set, increment, or add to measurables
- Scorecards refresh themselves hourly
It travels with the rest of the train