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Pipeline

Four stages, every deal on a card, the value of each column at the top and a forecast that moves with every drag.

Proposal3 deals$110.5K

  • Stages4
  • In this board$261K
  • Forecast13 wks

Pipeline

Four stages, every deal on a card, the value of each column at the top and a forecast that moves with every drag.

Proposal3 deals$110.5K

  • Stages4
  • In this board$261K
  • Forecast13 wks

Pipeline

Four stages, every deal on a card, the value of each column at the top and a forecast that moves with every drag.

Proposal3 deals$110.5K

  • Stages4
  • In this board$261K
  • Forecast13 wks

The board

Every deal sits on one board, in the stage it has reached. Move a card and the column totals and the weighted forecast follow at once, so Monday's meeting starts from real numbers.

Drag a card, or press Move on it

Q4 pipeline
  • Ava HartNorthwind

    Inbound · 2 days

    $12,400
  • Ingrid SolbergHalden Co.

    Referral · 4 days

    $8,900
  • Kai MoriOrbit Labs

    Outbound · 1 week

    $21,000
  • Daniel RuizBrightpath

    Demo booked

    $32,000
  • Marcus BellKettle

    Call today

    $14,500
  • Grace TanSaltmarsh

    Sent Tuesday

    $48,000
  • Lucia RuizLumen

    Opened 3×

    $26,500
  • Rosa MéndezParallax

    Legal review

    $36,000
  • Tom ReyesTidewater

    Signed

    $40,000
  • Marcus LeeFieldnote

    Signed

    $22,000
Weighted forecastof $261,300 in the pipeline
  • Lead · 10%
  • Qualified · 30%
  • Proposal · 60%
  • Won · 100%

The board

Every deal sits on one board, in the stage it has reached. Move a card and the column totals and the weighted forecast follow at once, so Monday's meeting starts from real numbers.

Drag a card, or press Move on it

Q4 pipeline
  • Ava HartNorthwind

    Inbound · 2 days

    $12,400
  • Ingrid SolbergHalden Co.

    Referral · 4 days

    $8,900
  • Kai MoriOrbit Labs

    Outbound · 1 week

    $21,000
  • Daniel RuizBrightpath

    Demo booked

    $32,000
  • Marcus BellKettle

    Call today

    $14,500
  • Grace TanSaltmarsh

    Sent Tuesday

    $48,000
  • Lucia RuizLumen

    Opened 3×

    $26,500
  • Rosa MéndezParallax

    Legal review

    $36,000
  • Tom ReyesTidewater

    Signed

    $40,000
  • Marcus LeeFieldnote

    Signed

    $22,000
Weighted forecastof $261,300 in the pipeline
  • Lead · 10%
  • Qualified · 30%
  • Proposal · 60%
  • Won · 100%

The board

Every deal sits on one board, in the stage it has reached. Move a card and the column totals and the weighted forecast follow at once, so Monday's meeting starts from real numbers.

Swipe the columns. Press Move on a deal to change its stage.

Q4 pipeline
  • Ava HartNorthwind

    Inbound · 2 days

    $12,400
  • Ingrid SolbergHalden Co.

    Referral · 4 days

    $8,900
  • Kai MoriOrbit Labs

    Outbound · 1 week

    $21,000
  • Daniel RuizBrightpath

    Demo booked

    $32,000
  • Marcus BellKettle

    Call today

    $14,500
  • Grace TanSaltmarsh

    Sent Tuesday

    $48,000
  • Lucia RuizLumen

    Opened 3×

    $26,500
  • Rosa MéndezParallax

    Legal review

    $36,000
  • Tom ReyesTidewater

    Signed

    $40,000
  • Marcus LeeFieldnote

    Signed

    $22,000
Weighted forecastof $261,300 in the pipeline
  • Lead · 10%
  • Qualified · 30%
  • Proposal · 60%
  • Won · 100%

The forecast

Every open deal, weighted by its stage, adds up to one number you can trust. Slide through the weeks and watch it build.

$1.42M forecast, Week 8 of 13

forecast, week 8 of 13+$180K vs last week

  • Halden Co. · $9K · 28%
  • Saltmarsh · $48K · 78%
  • Fieldnote · $22K · won

The forecast

Every open deal, weighted by its stage, adds up to one number you can trust. Slide through the weeks and watch it build.

$1.42M forecast, Week 8 of 13

forecast, week 8 of 13+$180K vs last week

  • Halden Co. · $9K · 28%
  • Saltmarsh · $48K · 78%
  • Fieldnote · $22K · won

The forecast

Every open deal, weighted by its stage, adds up to one number you can trust. Slide through the weeks and watch it build.

$1.42M forecast, Week 8 of 13

forecast, week 8 of 13+$180K vs last week

  • Halden Co. · $9K · 28%
  • Saltmarsh · $48K · 78%
  • Fieldnote · $22K · won

FAQ

The things teams ask before they move their pipeline. Anything else, write to us.

  1. Yes. The Free plan is free forever for up to two seats and one pipeline. Paid plans add more seats, pipelines, reminders, reports and forecasts.

FAQ

The things teams ask before they move their pipeline. Anything else, write to us.

  1. Yes. The Free plan is free forever for up to two seats and one pipeline. Paid plans add more seats, pipelines, reminders, reports and forecasts.

FAQ

The things teams ask before they move their pipeline. Anything else, write to us.

  1. Yes. The Free plan is free forever for up to two seats and one pipeline. Paid plans add more seats, pipelines, reminders, reports and forecasts.

An office at dusk, the city lights coming on

Start free

Import your contacts this afternoon. Your team drags its first deal before the coffee goes cold.

Free for 2 seats. No card.

Leadline

A free CRM for small sales teams: leads, a pipeline board, follow-ups and forecasts.

An office at dusk, the city lights coming on

Start free

Import your contacts this afternoon. Your team drags its first deal before the coffee goes cold.

Free for 2 seats. No card.

Leadline

A free CRM for small sales teams: leads, a pipeline board, follow-ups and forecasts.

An office at dusk, the city lights coming on

Start free

Import your contacts this afternoon. Your team drags its first deal before the coffee goes cold.

Free for 2 seats. No card.

Leadline

A free CRM for small sales teams: leads, a pipeline board, follow-ups and forecasts.

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