Which plan includes deals and pipelines?

Deals, pipelines and goals come with Business and Enterprise.

How is the forecast calculated?

Every stage has a probability. A deal's value times that probability is its weighted value, and the board adds them up into your forecast.

Can I work in a list instead of a board?

Yes. Switch between the Kanban board and a list view whenever it suits you.

Create them yourself, or let them come from a lead - converting a lead creates the customer, the contact and, if you want, the deal.

What kinds of goals can I set?

Twelve types, from invoiced revenue and payments to deals won, proposals accepted and new leads - for the whole team or for one person.

Part of CRM Business Hub

Deals and pipelines with a forecast

See every deal and what it is likely to bring in

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Every deal sits on a board, stage by stage, and every stage carries a probability. The tiles above tell you what is in the pipeline, the weighted forecast, what you won this month and your win rate over the last 90 days. You know where you stand without building a spreadsheet.

Set up as many pipelines as you run - new business, renewals, projects - each with its own stages and colours. Open a deal to see its value, probability and weighted value, its line items and every stage it went through. Mark it won or lost, or create the proposal straight from the deal. Set goals for the team or for each person and watch them fill up.

Key Benefits

Pipeline value, weighted forecast, won this month and 90-day win rate on top of the board

Several pipelines, each with its own stages, colours and probabilities

Create the proposal straight from the deal, or mark it won or lost with one click

12 goal types, for the team or each person, with progress you can see

Several pipelines with your own stages

One pipeline per way you sell

New business, renewals, larger projects: give each its own pipeline. Name the stages, give them colours and set the probability of each, and the board and the forecast follow your process instead of a template.

A weighted forecast from every deal

Value times probability, added up for you

Each deal carries its value, its probability and the weighted value that comes from both. The board adds them into one forecast, next to what you won this month and your win rate over 90 days.

Sales goals the team can see

Set a target, watch the progress fill up

Choose from 12 goal types - deals won, proposals accepted, invoiced revenue, new customers and more - and set them for the team or for one person. Progress shows as it happens, and every goal ends as achieved or missed.

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Use Cases

The forecast for the bank

Your bank asks what the next quarter looks like. The weighted forecast tile gives the figure, and each deal shows how it adds up.

Renewals in their own pipeline

Renewals follow different steps than new business. Give them their own pipeline and stages, and neither board gets cluttered.

A target everyone sees

Set a goal for deals won this quarter. The team watches the progress rise and knows exactly how far there is to go.

FAQ

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