Pipeline

Your sales cockpit - open value, what's closing, where deals are moving.

New opportunity

Board List

Open pipeline

0 open opportunities

Weighted forecast

Probability × value

Closing this month

0 deals

Activity · 7d

Pipeline by stage

Value sitting in each open stage.

Open forecast →

Lead0 · $0
New0 · $0
Qualified0 · $0
Shortlisted0 · $0
Proposal0 · $0
Submitted0 · $0

Deal board

Click a card's Move picker to advance the stage. Moves are audited.

Opportunity

Lead0

No cards — use a card's Move picker

New0

No cards — use a card's Move picker

Qualified0

No cards — use a card's Move picker

Shortlisted0

No cards — use a card's Move picker

Proposal0

No cards — use a card's Move picker

Submitted0

No cards — use a card's Move picker

Negotiation0

No cards — use a card's Move picker

Placed0

No cards — use a card's Move picker

Won0

No cards — use a card's Move picker

Rejected0

No cards — use a card's Move picker

Lost0

No cards — use a card's Move picker

Withdrawn0

No cards — use a card's Move picker

Top open opportunities

All opportunities

No open opportunities yet

Add your first deal - the pipeline view + weighted forecast both read from this list.

Add an opportunity

Recent activity

Calls, meetings, emails and notes across the sales team.

Task: Testing 123
6 Jul 2026
Onboarding pack sent
Worker Test
3 Jul 2026
Availability check
Worker Test
28 Jun 2026

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