The Pipeline board
Every open deal on the step it stands on. Read-only: no drag and drop.
Who can do thisCRM UserCRM Administrator
Pipeline shows every open deal in the workspace, on the step it stands on, one column per step.
Juvaro
CRM
Operations
Dashboard
Leads
Accounts
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Pipeline
Quotes
Orders
Activities
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CRM / PipelineSL
Sofie Lund
CRM User
CRM
Pipeline
Every open deal in this workspace, on the step it stands on.
ProcessNew business
Open deals: 4Open value DKK 288,000.00Weighted DKK 136,500.00Not estimated: 1Across every process
Qualified2 open20% likely60,000.00
Office move 2027Havbro Byg ApS60,000.00weighted 12,000.00Expected 15 Jan 20278f2c41d0-5b7e
Backup upgradeLindegaard TandklinikNot estimatedExpected 20 Dec 20268f2c41d0-5b7e
Proposal1 open50% likely186,000.00
Managed IT 2027Fjordvind Logistik A/S186,000.00weighted 93,000.00Expected 30 Nov 20268f2c41d0-5b7e
Negotiation1 open75% likely42,000.00
Wi-Fi in the brewerySolbakke Bryggeri ApS42,000.00weighted 31,500.00Expected 5 Nov 20268f2c41d0-5b7e
Read the board
- Choose the Process at the top right.
- The totals strip shows Open deals, Open value, Weighted value and, in orange, how many deals are Not estimated. "Across every process" means the totals count all processes, not only the one shown.
- Each column shows the step name, how many deals are open on it, its likelihood ("50% likely") and its value.
- Each card shows the deal name, the company, the amount, the weighted value, the expected close date and the owner as a user identifier.
Where deals are in more than one currency, no total is shown, because amounts are never converted.
The board is read-only
There is no drag and drop. Clicking a card opens the company behind it. To move a deal, open Details in the company's Deals panel and use Move to step; see Deals.
An empty board
- No sales process yet: CRM Administrators see a link to set one up; others are told to ask an administrator.
- No open deals: the process is ready; open a deal from a company page.