Pipeline Management

Visualize and manage your sales pipeline from lead to close.

Pipeline View

The pipeline view shows deals organized by stage in a kanban-style board. Each card displays:

• Contact/company name
• Deal value
• Days in stage
• Owner
• Next action

Pipeline Metrics

Track key pipeline metrics:

• Total Pipeline Value - Sum of all active opportunities
• Weighted Pipeline - Value adjusted by stage probability
• Average Deal Size - Mean value across opportunities
• Sales Velocity - How quickly deals move through stages

Filtering

Filter the pipeline by:

• Owner - See specific rep’s deals
• Stage - Focus on particular stages
• Value Range - High/low value deals
• Activity - Stale vs active deals

Moving Deals

Drag cards between stages to update status. The system automatically logs stage changes and timestamps for reporting.

Deal Details

Click any deal to see full details:

• Contact information
• Interaction history
• Associated campaigns
• Notes and attachments
• Revenue attribution