Sales Pipeline
Visualize your deals on a kanban board and track estimates from sent to won.
Sales Pipeline
The Pipeline page gives you a visual kanban board of every active deal. Drag cards between columns to update their status. Navigate to Admin > Pipeline to open it.
KPI Cards
Six metrics sit above the board:
| Metric | Description |
|---|---|
| Open Pipeline | Total dollar value of all unsold deals |
| Weighted Pipeline | Dollar value adjusted by win probability per stage |
| Active Deals | Number of deals currently in play |
| Won | Number of deals closed as won |
| Win Rate (90d) | Percentage of deals won in the last 90 days |
| Avg Days to Close | Average number of days from first contact to won |
Filtering by Type
Use the type filter above the board to show only certain deal types:
- All — Every deal across all service lines.
- Residential — Residential cleaning estimates.
- Commercial — Commercial cleaning proposals.
- Fleet — Fleet wash proposals.
- Holiday Lights — Holiday lighting estimates.
Kanban Columns
The board has six columns. Each column header shows a colored dot, the stage name, the number of deals, and the total dollar value in that stage.
| Column | Color | Meaning |
|---|---|---|
| Lead / Prospect | Gray | Early-stage leads not yet quoted |
| Site Visit Scheduled | Blue | Appointment booked for on-site assessment |
| Proposal Drafted | Orange | Estimate created but not yet sent |
| Proposal Sent | Purple | Estimate delivered to the customer |
| Won | Green | Customer accepted the proposal |
| Lost | Red | Deal did not close |
Deal Cards
Each card on the board represents one estimate. Cards display:
- Customer name at the top.
- Estimate type badge — a small icon indicating the service line (Home, Building, Truck, or Tree).
- Estimate number (e.g., #1042).
- Total value in monospace font for easy scanning.
- Location — city or abbreviated address.
- Lead score badge — color-coded score if AI lead scoring is enabled.
- Days-in-stage badge — shows how many days the deal has been in its current column.
- SLA progress bar — a thin bar that fills as the deal approaches your configured follow-up deadline.
Drag and Drop
Click and hold a card, then drag it to another column. Release to update the status. The KPI cards and column totals update immediately.
Moving a Card to Lost
When you drop a card into the Lost column, a modal appears. Select a Lost Reason from the dropdown, add optional notes, and click Confirm. This data feeds into your analytics so you can identify patterns.
Moving a Card to Won
When you drop a card into the Won column, the system does two things:
- Marks the estimate as accepted.
- Creates a job record automatically.
A toast notification confirms: "Estimate accepted — Job created for {customer name}."
Opening an Estimate
Click any card to open the full estimate detail page. From there you can edit the estimate, resend it, or view the customer's response.
Tips
- Check the board daily. Cards stuck in one column too long need attention. The days-in-stage badge makes them easy to spot.
- Use the SLA progress bar. If a bar is nearly full, it is time to follow up with the customer.
- Filter by type during team meetings. Review one service line at a time for a more focused pipeline review.
- Watch your win rate. A declining win rate over 90 days signals a problem with pricing, follow-up, or lead quality.
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