Pipeline & deals

A deal is an open opportunity; the pipeline is the board showing what stage each is in. Manage amount, probability and next action in one place.

A deal is a single open opportunity, and the pipeline is the board that shows where each deal sits from lead to won. Manage amount, win likelihood and next action on one screen so you never miss the deal you need to move now.

Two views — board and list

Switch the two views with the tabs at the top of the Deals page. Board is the default.

• Board — A kanban by stage. Deal cards sit in stage columns; swipe left and right to see them. Each column shows the deal count, the sum of expected amounts and the weighted total.
• List — Shows open deals sorted by risk first, then by largest amount. Each row has a stage dropdown and an ‘Open’ button.

Top metrics — shared by both views

Five metrics stay pinned at the very top so you can read your sales state at a glance.

• Won revenue — The sum of actual revenue from won deals.
• Weighted pipeline — The sum of (expected amount × stage probability) across open deals — an estimate weighted by stage probability.
• Open deals — The count of deals not yet won or lost.
• Closing in 14 days — Open deals whose expected close date falls within two weeks.
• Average win likelihood — The average of stage probabilities across open deals, also shown as a bar.

Create a deal

You can create a deal in two places.

1. Press ‘New deal’ on the Deals page to set title, expected amount, stage, contact (optional), product/service(optional) and expected close date (optional).
2. Or use ‘Add deal’ under each board column to create one in that stage with just a name.
3. Or from a contact card, send a quote or create a deal and it links to that contact automatically.

Pipeline stages

The default stages are Lead → Scheduled → Demo → Quoted → Reviewing → Won, plus a separate Lost stage. Each stage has a built-in win probability.

• Lead 10% · Scheduled 25% · Demo 40% · Quoted 60% · Reviewing 75% · Won 100% · Lost 0%.
• Move a stage with the ‘next stage’ button on a card, or drag a card into another column. Expand a card to pick the stage directly.
• Move a deal to Won and it closes, its actual revenue is recorded, and it shows up in the revenue report. Move it to Lost and it leaves the open list.

Renaming stages

On desktop, ‘Edit stages’ lets you rename the on-screen stage labels to your team’s wording. The internal order and win probability stay the same.

Next-action hints

The list view shows a next-action hint per deal, chosen by simple rules based on the stage and when it was last active.

• An open deal with no movement for over 7 days is flagged ‘Risk’ and tells you it needs a next action.
• At the Quoted stage it suggests ‘check if they saw it and follow up’; at Reviewing it suggests ‘send a proposal to speed up the decision,’ matched to the stage.

Linked to a deal

The deal detail screen keeps all the context of one deal in one place.

• Contact card link and assignee
• Quotes creation, sending and view tracking · Docs
• Notes and other call/meeting records that pile up in a timeline
• Process stage checklist and actions
• On close → revenue report

Tips in practice

• Start the day in list view to clear risky and high-value deals first, then use the board’s drag-and-drop for stage moves — splitting the two is fast.
• Fill in the expected close date so the ‘closing in 14 days’ metric and the card’s close label come alive, helping you catch deals nearing the line.
• Link a product/service to the deal so the expected amount and quote creation stay consistent.