Sales pipeline (kanban board)
Track opportunities by stage, drag to advance them and see the totals per stage.
The board shows opportunities organized by stage. Each column is a funnel stage, with its color. The stages come from the options of the "Stage" field, and you edit them in Settings → Fields.
Using the board
- Open Opportunities and click "Board".
- Drag a card from one column to another to change the stage, and the change is saved instantly.
- The new stage's probability is applied automatically to the opportunity.
- Click a card to open the opportunity's details.
- Use the "Table" button to go back to the list view.
Totals per stage
The top of each column shows the number of opportunities, the stage's probability and the sum of their values, which helps you see where the pipeline is concentrated and where the bottlenecks are.
When opportunities have a value and a weighted value, a Total pipeline / Weighted pipeline toggle appears on the board bar: switch it to show, at the top of each column, either the full value or the value weighted by stage probability (value × probability), the basis for a realistic forecast.
Won and lost
To close a deal, drag it to the "Won" (100%) or "Lost" (0%) column. That way the funnel reflects the outcome and the reports stay correct. On the opportunity, fill in the "Loss reason" when applicable.
Lost opportunities leave the active board by default (the lost stage column disappears), so you can focus on what is still in play. Won ones stay visible. Use the "Show lost" button on the board bar to bring them back when you need to.
Win and loss reason
Whenever an opportunity moves to won or lost · by clicking the stage on the funnel at the top of the record, by the Won and Lost buttons or by dragging the card on the board · a window opens asking for the reason. It lists the reasons your own company configured for that outcome and also lets you write a different one in your own words. You confirm the move only after choosing a reason.
The "Win reason" and "Loss reason" fields also stay visible on the opportunity form while the deal is in that outcome, so you can review or correct the reason later without moving the deal again.