Pipeline View

The pipeline view provides a Kanban-style board where each column represents an opportunity status, giving you a stage-by-stage overview of your active pipeline.

Board Layout

The board displays six fixed columns, in order:

1. NEW -- Newly created opportunities
2. IN_DISCUSSION -- Ongoing conversations
3. PROPOSAL_SENT -- Awaiting customer response
4. ACCEPTED -- Confirmed deals
5. IN_EXECUTION -- Active work
6. COMPLETED -- Finished deals

Each column header shows the number of opportunities in that stage and their combined deal value.

The statuses PLANNED, DELIVERED, and LOST do not have columns on the board. To work with opportunities in those statuses, use the list view, which can filter on every status.

Filtering

A row of status chips above the board lets you show or hide individual columns. Your selection is remembered in the browser, so the board keeps the same layout the next time you open it.

Opportunity Cards

Each card on the board displays:

• Opportunity name (links to the detail view)
• Opportunity ID
• Deal value
• Win probability (when set)
• Next action (when set)

Click the opportunity name to open the full opportunity detail view.

List View

Use the List view button in the toolbar to switch to the opportunities list, which shows all opportunities -- including PLANNED, DELIVERED, and LOST -- in a sortable, filterable table.