Pipeline
The Pipeline is a forecast view of active deals and opportunities. Each deal captures who the prospect is, how much the opportunity is worth, how likely you think it will close, and where it sits in your sales stages.
Pipeline deals are independent records — they do not automatically become Estimates, Quotes, Jobs, or Invoices. When a deal becomes real work, create the next document yourself against the same client.
Switch between two views using the toggle in the header:
- Kanban — deals grouped into columns by stage, for quick drag-and-drop progression.
- List — a sortable, filterable table for reporting and bulk review.
Deal fields
Section titled “Deal fields”| Field | Purpose |
|---|---|
| Name | Short label for the opportunity. |
| Client / Contact | Who the deal is with. |
| Stage | The current column (e.g. New, Qualified, Proposal, Won, Lost). Stages are configured for your company. |
| Amount | Total deal value, in the deal’s currency. |
| Probability | 0–100%. Multiplied with Amount to produce the projected value. |
| Expected Close Date | Forecast close date — used to bucket the deal into the right forecast period. |
| Last Activity Date | Most recent interaction with the prospect. |
| Status, Notes | Open / won / lost overall outcome, plus freeform context. |
Stages
Section titled “Stages”Stages are defined once per company and reused across all deals. The stage name is stored on the deal when you move it, so later renaming a stage does not change what historical deals were labelled with.
Forecasting
Section titled “Forecasting”The projected value of your pipeline is the sum of Amount × Probability across deals with a future expected close date. Filter by stage, date range, and owner to slice the forecast by team or quarter.
Linking deals to real work
Section titled “Linking deals to real work”There is no automatic “convert deal to job” action. When a deal reaches Won:
- Mark the deal Won and set its Status to close it out.
- Create the next document — Estimate, Quote, Job, or Invoice — against the same client.
- Reference the deal name in the document’s notes so the pipeline-to-work chain is traceable.