The Sales Pipeline is your view of work that's still being sold — the opportunities moving from a first conversation toward a signed job. It lives inside the Tasks page as a sales-focused lens: the same work grid you already know, filtered to sales-stage opportunities, with a pipeline scoreboard across the top and tools for creating and advancing deals.
Where to find the Sales Pipeline
Open Tasks from the sidebar. Under the page's tabs you'll see a set of view toggles — All, Sales, Production, Archive. Click Sales.
The Sales view has three parts: the Pipeline Summary scoreboard (top left), the Selected Opportunity panel (top right), and the work grid below.
The four toggles are different lenses on the same page. All shows everything; Sales shows opportunities still being sold; Production shows work that's been won and is being delivered; Archive surfaces closed-out and paused work (Lost, Rejected, Archived, and On Hold) so you can find it again.
The Pipeline Summary
The scoreboard rolls up your active opportunities by stage, so you can see the shape of your pipeline at a glance.
Stage cells
Six cells follow a deal from first contact to closed: Draft → Discovery → Estimate → Proposed → Won / Lost. Each cell shows the number of opportunities in that stage and their total value.
- Won breaks down further into Approved · Production · Post · Complete — the stages a sold job passes through after the win.
- A small "N old" badge on a stage flags opportunities that have sat there past a staleness threshold — your nudge to follow up. An "N on hold" chip in the header counts paused deals.
The KPI strip
Below the cells, a row of key numbers:
| Metric | What it tells you |
|---|---|
| Pre-Won Pipeline | Total value of everything not yet won or lost — your open pipeline. |
| Weighted | That pipeline adjusted by each deal's probability — a more realistic forecast. |
| Win Rate (90d) | The share of recently-closed deals that were won. |
| Won Rev (QTD) | Revenue won so far this quarter. |
| Avg Cycle | Average days a deal takes to close. |
The work grid
The grid lists the sales-stage work — each row is a task on an opportunity (for example Qualify lead, Initial discovery call, Site walk & rough takeoff, Send proposal, Schedule kickoff). Alongside the task you see its Project (the opportunity), the Project Workflow stage it's in (draft, discovery, estimate, proposed, approved…), the Client, and the assigned Team.
Use the search box to find a deal, and the My Tasks toggle to narrow the view (and the scoreboard) to just your own work.
The Selected Opportunity panel
Click any row and the Selected Opportunity panel loads that row's parent deal — its number and name, expected value, probability, expected close date, the people on it (contact, sales rep, and so on), and how long it's been in its current stage. It's a quick read on the deal without leaving the grid.
Creating an opportunity
Right-click in the grid and choose Add Opportunity (or New Opportunity from a row's menu) to open the intake form.
| Field | What it's for |
|---|---|
| Opportunity name (required) | What you'll call the deal — e.g. "Acme Manufacturing Solar Install." |
| Primary contact | The main person you're working with. Use Add person to create one on the fly. |
| Account (optional) | The customer account, if it already exists. |
| Type | The kind of project this will become. |
| Workflow | The stage path the deal follows — defaults to Sales Pipeline. |
| Sales rep | Who owns the deal. |
| Expected value (USD) | The deal's estimated worth — feeds the pipeline totals. |
| Probability (%) | How likely it is to close — feeds the Weighted forecast. |
| Expected close date | When you expect to win it. |
| Source | Where the lead came from (Referral, Inbound, Website…). |
| Starter package | Optionally seed the new project with a package of tasks, or leave it as project only. |
| Kickoff note | Anything the production team should know at handoff. |
Click Create. The opportunity appears in the pipeline at its starting stage, and its value rolls into the scoreboard.
An "opportunity" is a project on the Sales Pipeline workflow. As you win it, it moves into Production and becomes a regular project — which is why the same grid can show both: Sales is just the early part of a project's life.
Advancing a deal
Right-click an opportunity's row for its actions. (Clicking the row also loads the deal into the Selected Opportunity panel, shown here at the top right.)
- Set State — move the deal to its next stage (Discovery → Estimate → Proposed, and so on). Only the moves that are valid from the current stage are offered.
- Reassign — change the Sales Rep, Sales Manager, or Project Manager on the deal.
- Open Opportunity — open the full opportunity to edit its details, contacts, and notes.
- Open Workflow — view the deal's stage path and where it sits on it.
As you set states and win deals, the Pipeline Summary updates to match — so the scoreboard always reflects where your pipeline really stands.
Tips
- Start with the toggle. Sales shows deals being sold; flip to Production once they're won, or Archive to dig up something closed or paused.
- Watch the "old" badges. They flag deals that have gone quiet in a stage — the ones most worth a follow-up.
- Fill in value and probability. They drive the Pre-Won Pipeline and Weighted forecast — a deal with no value doesn't show up in your numbers.
- Use My Tasks to focus the grid and the scoreboard on just your own opportunities.
- Click a row to read the whole deal in the Selected Opportunity panel without opening it.
Common questions
Is the Sales Pipeline a separate page? No — it's the Sales view of the Tasks page. The same grid powers All, Sales, Production, and Archive; the toggle just changes which work you're looking at.
What's the difference between an opportunity and a project? They're the same record at different points in its life. While it's being sold it's an opportunity on the Sales Pipeline workflow; once won it becomes a project in production.
Why is a deal's value missing from my totals? Opportunities with no expected value don't contribute to the pipeline numbers — add a value (and a probability) so it counts.
Where did a lost or paused deal go? Switch the toggle to Archive — it surfaces Lost, Rejected, Archived, and On Hold work.