See every open deal on one board, stage by stage, with its value.
Pipeline Management is the board view of all your open deals: stage by stage and salesperson by salesperson, with value against each. Opportunity Management keeps one deal, and this keeps the shape of the whole. It shows the twelve enquiries stuck at quotation, and the fact that nothing has moved past site visit since the tenth.
Sales in a small company is reviewed by asking. On Monday the owner goes around the table, each person says what they remember, and the weakest deals are the ones nobody mentions. Nothing that is quietly stuck ever gets named.
A board makes stuck deals impossible to miss. Stages run across the top, deals sit under them, and values are added up. Anything untouched for a fortnight changes colour.
What your team uses today.
The module takes over these, one at a time, so nothing has to stop while it is set up.
- The weekly verbal round
- A salesperson’s private sheet
- A whiteboard of deals
- A monthly sales report built by hand
The problems this is meant to ease.
What pipeline management does.
What this looks like in a working week.
Illustrative scenarios, written to show the shape of the work. They are not accounts of client systems.
The people who open this every day.
From first conversation to daily use.
Defining your stages
We discuss how a deal moves in your trade and name the stages. You approve the names. Entry rules for each stage follow.
Loading open deals
Current enquiries are imported from your lists. Salespeople review their own entries and correct values.
Ageing rules
Days allowed at each stage are set. Sales leadership decides how stuck deals are reported.
Boards in the weekly meeting
The board replaces the verbal round for a few meetings. Gaps in data are corrected as they appear.
Reports and ownership
Stage movement reports are shown to the owner. Responsibility for keeping the board current is confirmed by name.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Open deal value by stage and by salesperson
- Deals older than their allowed days in a stage
- Movement between stages over a quarter
- Expected closing month against the actual month
- Deals lost, grouped by ending stage
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Opportunity management
- Lead management
- Sales forecasting
- Dashboards and KPIs
- Territory management
Products that include it.
How we would put it in.
Questions owners ask about pipeline management.
How many stages should there be?
Four to six. More than that and salespeople stop updating. We start with the words your team already uses, then cut one stage after the first month.
Who keeps the board up to date?
The person handling the deal, in the two minutes after a call. If updating takes longer than the call itself, it will not happen, and the board becomes a report written on Friday for the owner.
Is this different from a sales report?
Yes. A report tells you what already happened. A board shows what has not happened yet, which is where a month is won or lost.
Is it needed when two people are selling?
Not yet. Two people who talk every day hold the pipeline between them. It becomes worth the effort at four or five executives, or when one branch keeps missing its numbers and nobody can say at which stage.
What changes the cost of a pipeline board?
Stages, users and links to leads or forecasting define the scope. Dashboards add a further part. After reading your sales process we list every part with its own price. Omit what you can live without.
What controls the date this goes live?
Data quality in your current deal list matters. Boards, stage rules and ageing marks are the opening scope. Your existing lists must be handed over. The proposal sets out dates.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle pipeline management today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements