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Fundamentals

Sales pipeline

Track every deal from first contact to close in a visual funnel. Drag cards between stages, see probability-weighted value and anticipate the period’s result, with no side spreadsheets.

  • Drag-and-drop kanban by stage
  • Total and probability-weighted value
  • Multiple funnels by deal type
Benefits

See the whole funnel

Drag and drop every deal between stages and know in seconds where the money is and what’s stuck.

A forecast that adds up

Probability-weighted value turns hope into a number, so you can project the month without guessing.

Stage gates that protect quality

Set what must be filled in to advance and no deal skips a stage without a real foundation.

Learn from wins and losses

Capture the reason behind every win/loss and discover why you win, and why you don’t.

Many funnels, one view

New business, renewals, partners: each process with its own stages, all in one place.

Why Sellio

Several funnels (new business, expansion, renewal) with their own stages and probabilities

Stage gates that prevent skipping requirements

Commit and Best case forecast calculated automatically

See the funnel as it is

Each stage has a close probability. Sellio computes weighted value and shows the period forecast, the gap to target and pipeline coverage, all in real time.

Stage gates

Set exit conditions so a stage only advances when requirements are met: required activities, filled fields, discount approval.

Drag, edit, win

Move deals between stages with the mouse, edit values inline and mark won/lost with a reason that feeds win/loss analysis.

How it works
  1. 1

    Create a funnel and name its stages with each one’s probability.

  2. 2

    Add deals and drag them along as they progress.

  3. 3

    Set gates and required win/loss reasons.

  4. 4

    Track weighted value and forecast in real time.

Use cases

Monday forecast meeting

Instead of mismatched spreadsheets, you open a funnel with weighted and committed value already calculated.

A deal stalled for weeks

The stage view highlights what’s stagnant so you can act before the timing slips away.

Two different sales processes

Build one acquisition funnel and one expansion funnel, each with its own rules, without mixing metrics.

Frequently asked
How does Sellio's sales pipeline work?

It's a visual kanban funnel: you drag deals between stages and track total and probability-weighted value in real time.

Can I create more than one funnel?

Yes, you can have several funnels by deal type, such as new business, expansion and renewal, each with its own stages and probabilities.

How is the forecast calculated?

Each stage's value is weighted by its close probability, and Sellio automatically computes the Commit and Best case forecast for the period.

What are stage gates?

They are exit conditions that prevent a deal from advancing without meeting requirements, such as required activities or discount approval.

Can I edit values directly in the funnel?

Yes, you can edit values inline and drag cards between stages with the mouse.

How do I record why I won or lost a deal?

When you mark a deal won or lost, you enter a reason that feeds the win/loss analysis.

Is the sales pipeline free?

Yes. It's free, and you only pay for infrastructure usage above US$20 a month.

How do I get started with the pipeline?

Just create a funnel, add the stages of your sales process, and start dragging deals between them.

Can I see how far I am from hitting the period's target?

Yes, the funnel shows the forecast, the gap to target and pipeline coverage in real time.

Try it at no cost

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Sales pipeline · Sellio