Sales pipeline management, on a board that keeps its own totals.
Stages you name. A deal you drag. Totals that recompute as it lands, and a flag on anything that has sat still too long. The board is not a report on the work — moving the card is the update, which is the only version of this that stays true after week three.
Demo data, shown with the stage names most Indian B2B teams end up with. Nandan Foods is carrying the rotting flag because it has not moved in nine days — that threshold is yours to set, per stage.
What is sales pipeline management?
It is the practice of tracking every open opportunity through the named steps it has to pass — qualified, contacted, demoed, quoted, negotiating — so that at any moment you can say what is open, what it is worth, who owns it and what happens to it next. A pipeline is not a list of customers. It is a list of decisions that have not been made yet.
Done on a board, it answers three questions at a glance: where the money is concentrated, which stage things pile up in, and what nobody has touched this week. Done in a spreadsheet it answers none of them, because a spreadsheet does not know when a row last changed and cannot tell you who was supposed to act on it.
Six things the board does for you.
All six are in every plan. None of them is an add-on, and none of them is the reason to move to a higher tier.
Stages you actually say out loud
Name, reorder and delete the stages per pipeline. The board should read like your sales meeting sounds — if your team says “site survey”, the column says site survey.
Multiple pipelines
New business and renewals do not pass through the same steps. Run a board per motion, each with its own stages, filters and totals, and move a deal between them without losing its history.
Totals that recompute as you drag
Every stage header carries a live rupee total in lakh grouping. Drop a card into the next column and both totals change on the spot — nobody re-adds anything.
Rotting alerts
Set a threshold per stage. A deal that sits longer is flagged on the card with the number of days it has been still, and an automation can chase its named owner.
Weighted as well as open
See what the board adds up to and what it is realistically worth, side by side, so a quarter is never promised on the raw open column.
Who sees which deals
Record-level visibility under the owner / admin / member roles. A rep sees their own pipeline, a manager sees the team’s, and a hidden deal does not appear in search either.
Five questions to ask any pipeline tool.
Including ours. Four of the five are things vendors quietly do not answer on their own site, which is itself the answer.
If the tool ships stages you cannot rename, your team will keep saying one word and clicking another. Ours are yours to name, reorder and delete, per pipeline.
A board that shows a count but not a value tells you how busy you are, not how the quarter is going. Every stage header carries a live rupee total.
This is the question that actually decides revenue. A deal past its rotting threshold is flagged on the card, and an automation can chase the owner rather than the whole team.
Only if you let them. Record-level visibility sits under the roles, and a record somebody cannot see does not turn up in their search either.
Any filtered list exports to Excel from inside the product, with no ticket. If the answer to this question is “contact support”, that is the answer to a different question.
Five things that go wrong with pipelines, and what happens here instead.
More than one pipeline, because you sell more than one thing
A new-business deal and an AMC renewal do not pass through the same stages, so forcing them onto one board means half your team ignores half the stages.
Build a pipeline per motion, each with its own stages and its own totals. A deal belongs to one board at a time, and moving it between boards keeps its history, its mail and its files.
- Stages you name, reorder and delete
- Per-pipeline totals and per-pipeline filters
- Fields that matter on one board and not the other
The drag is the update
The reason pipeline data goes stale is that updating it is a separate chore from doing the work.
Dragging the card is the whole update. The stage changes, the totals on both columns recompute, the change lands in the activity timeline with who did it and when, and any automation watching that stage fires straight after.
- Per-stage totals recompute as the card lands
- The move is written to the audit trail
- Stage-change automations fire on the same event
Rotting: the deal nobody decided to lose
Almost nothing is lost in a meeting. It is lost by sitting in one stage for five weeks while everybody assumes somebody else is on it.
Set a threshold per stage. Past it, the card is flagged on the board with the days it has been still, and a prebuilt automation can chase the named owner instead of posting into a channel nobody reads.
- A threshold per stage, not one for the whole board
- The count of days idle, on the card
- Chase the owner, not the team
A deal is not a row. It is everything attached to it
A pipeline that only holds a name and a number sends people back to the mailbox to find out what was actually said.
Open the card and the mail thread, the activities, the notes, the files and the quote are on it, with the contact and the company linked. That is the same record the inbox and the reports read.
- The mail thread, attached once, shown here and on every contact in it
- Activities owned by a named person, grouped overdue / today / upcoming
- The signed quote filed back onto the deal it came from
Weighted, so the forecast is not just the sum
Adding up the open column and calling it a forecast is how a quarter gets promised on deals that were never going to close.
Deals carry a weighting, so the board can show what the pipeline is worth as well as what it adds up to. It is arithmetic you can check, not a prediction from a model we cannot explain.
- Open value and weighted value, side by side
- Rupees in lakh grouping, the way you read them
- Exportable to Excel when finance wants the working
What is on the card when you click it.
The board is the summary. The deal itself carries the mail thread, the activities, the people, the quote and every change anybody made to it — the same record the inbox and the reports read.
The thread on that deal comes from your own mailbox. See how email sits beside the deal → · See what fires when the stage changes →
The rest of it, without the paragraphs.
Board
- Multiple pipelines, stages you name
- Drag-and-drop between stages
- Per-stage count and rupee total
- Totals recompute as the card lands
- Rotting threshold per stage
- Days-idle count on the card
- Weighted as well as open value
The deal record
- Linked contact and company
- One activity timeline per deal
- Mail thread attached from your own mailbox
- Quotes and signed documents filed back
- Custom fields on the deal
- Expected close date
- Rupees in lakh grouping
Ownership
- A named owner on every deal
- Activities grouped overdue, today, upcoming
- Owner, admin and member roles
- Record-level visibility per user
- Hidden deals absent from search too
- Deactivating a member leaves the deals with the workspace
Moving data
- Import leads, contacts and companies with a preview
- Nothing written until the preview is approved
- Any filtered board view exports to Excel
- Whole workspace out through the API
- Webhooks fire on record change
What it triggers
- Stage-change automations
- Chase the owner of a rotting deal
- Welcome a new deal into a chosen stage
- Add the next activity as the deal progresses
- Mirror one field when another changes
Audit
- Stage changes logged with who and when
- Deletions and permission changes logged
- Exports and integration installs logged
- Field edits attributable to a person
- Every automation run written to the record
Three pipeline things we do not have.
Pipedrive does have these. If one of them is the reason you are buying, buy accordingly — we would rather lose the deal here than in month two.
Goals NOT SHIPPED
Targets set per person, team or pipeline and tracked against the board through the period. Dashboards report what happened; they do not yet hold a target line to measure it against.
Forecast view NOT SHIPPED
A third view alongside the board, grouping open deals into the month or quarter they are expected to land in. Deals carry an expected close date and a weighting today, but the period view over them has not shipped.
Lead scoring NOT SHIPPED
An automatic ranking that tells a rep which of forty open deals to work first. Today that judgement is a human one, helped by the rotting flag and by activities that are actually owned.
About the board specifically.
How many pipelines can I have?
As many as you have selling motions. Each one gets its own stages, its own filters and its own totals, and a deal moved between pipelines keeps its history, its mail and its files.
What exactly is a rotting deal?
One that has sat in the same stage longer than the threshold you set for that stage. The card is flagged on the board with the number of days it has been still, and a prebuilt automation can chase the deal’s named owner rather than posting into a channel nobody reads.
Do the stage totals include weighted value?
The stage header carries the open rupee total. Weighting is applied on the deal, so you can see what the board adds up to and what it is realistically worth without one number pretending to be the other.
Can I stop a rep seeing the whole company’s pipeline?
Yes. Record-level visibility sits under the owner, admin and member roles. A rep sees their own deals, a manager sees the team’s, and a record somebody cannot see does not appear in their search results either. Fields can also be hidden from a role without being deleted.
Can I export the board?
Any filtered list exports to Excel from inside the product, at any time, without a support ticket. The whole workspace comes out through the API. A saved report does not download as a file yet — that one is not fixed.
Is the board on the mobile apps?
The native iOS and Android apps are in internal testing and are not released. The web app works in a phone browser today, board included. We will change this answer the day the apps ship and not before.
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