Deals and Pipelines

A Deal is a potential sale with a value and a stage. Pipelines organise deals through named stages.

The donut view Instead of a long list of stage cards, the pipeline overview is a compact donut chart. Total pipeline value in the middle, stage counts on hover.

Moving between stages Drag and drop, or use the dropdown on a deal. Each deal only ever counts in one stage, so conversion metrics stay clean.

Multiple pipelines You can run more than one pipeline. New Business, Renewals, Compliance Onboarding, and so on.