How it works

One record, followed all the way through

MyPriorities keeps customers, revenue and work joined up. Nothing is re-entered, and every number traces back to a record you can open.

The journey

From first conversation to finished work

1. Add the customer

Create the account, its contacts and the relationship history so everyone works from the same record.

2. Track the opportunity

Open opportunities sit in a simple pipeline with stage, value and close date, so you always know what is live.

3. Record the agreement

When a deal is won, the contract captures term dates, values and renewal points — no separate spreadsheet.

4. See the revenue

Contracted revenue, forecast and renewals are calculated from the same records, so reporting stays consistent.

5. Do the work

Priorities and tasks link back to the customer, goal and pillar they serve, so effort follows the plan.

What's inside

The detail behind the three pillars

Each pillar is supported by focused tools. Use the ones you need and hide the rest — the hub is pick-and-order.

Priority matrix

Sort work by urgency and importance, with due-date colour bands so this week never hides behind next month.

Commitments and recurring work

Regular meetings and recurring tasks live separately from your to-do list and reset automatically once completed.

Capacity and time

Weekly time estimates roll up to monthly and quarterly totals, splitting committed hours from flexible ones.

Pillars and goals

Professional and personal pillars sit above your goals, so each task and habit ladders up to something bigger.

Habits and wellbeing

Track the personal habits behind good work, each tied to a personal goal and pillar.

Business cases and charts

Build quick commercial cases — revenue, cost, margin, ARR and TCV — and compare options in 2x2 charts.

Performance reporting

Review what was completed this week, month, quarter or year, and which goals and pillars it moved forward.

AI assistant

Ask questions about your own priorities and commitments, and get suggestions on where to focus next.

Ready to see it with your own numbers?

Start with a customer and a contract — the rest builds from there.