Pipeline

The Pipeline

The Pipeline view shows all opportunities organised by sales stage — a bird's-eye view of your full sales funnel.

Pipeline stages

Opportunities are displayed in columns: Discovery, Demo, POC, Proposal, Negotiation, Closed Won, Closed Lost.

Moving opportunities

Drag any opportunity card to move it to a different stage. The opportunity's stage in the Notebook updates automatically.

Opportunity cards

Each card shows deal name, account, ARR, close date, and CoM completeness score. Stale deals with a past close date are highlighted.

CoM score

Reflects how complete the opportunity's Command of the Message fields are. Higher score means a better-qualified deal.