Pipeline

The Pipeline

The Pipeline view shows all your opportunities organized by sales stage, giving you a bird's-eye view of your entire sales funnel.

Pipeline stages

Opportunities are displayed in columns based on their stage: Prospecting, Discovery, Evaluation, Proposal, Negotiation, Closed Won, and Closed Lost.

Moving opportunities

Drag any opportunity card horizontally to move it to a different stage. The opportunity's stage in the Notebook is updated automatically.

Opportunity cards

Each card shows the deal name, account, ARR value, close date, and a CoM (Command of the Message) completeness score. Stale deals with a past close date are highlighted.

CoM score

The CoM score reflects how complete the opportunity's Command of the Message fields are (Identified Pain, Compelling Event, PBO, Metrics, etc.). A higher score means better-qualified deal.

Summary bar

The header shows a summary of your total pipeline: number of active deals, total ARR, and overdue deals count.