Pipeline Page

The Pipeline page holds details about all Deals created or imported to the CRM and allows you to select the Forecast View or the Kanban View.

Pipeline Views

There are 2 Pipeline Views available for you to choose from.

Kanban View

The Kanban View provides users with a comprehensive overview of all ongoing deals within the CRM. You can easily move Deals through Deal stages from here and mark them as Won or Lost.

You can also review the details of a Deal by clicking on it.

Forecasting View

The Forecast View gives you an overview of your Team's performance against their set targets and predicts your revenue.

Add/Edit/Remove Deal Stages

Please note: Only the Account Owner and/or Admin can customize Deal stages.

1
To add, edit or remove a deal stage, navigate to your Pipeline Page → click on the Gear icon at the top right-hand side of the page.

Note: You can configure the Deal Stages from the Kanban and Forecast View of the Pipeline Page.

Deal Stages l Gear Icon to configure the pipeline.

2
In the pop-up window, you can edit the Pipeline Name and Stage names as required.

Click on the:
  • blue plus (+) icon - to add a new deal stage → type the probability percentage in the % column and the stage name.
  • red minus (-) icon - to remove a deal stage.
  • click into an existing deal stage name or percentage to edit it.

    • Once you have completed the update → click Save.

    Configure Pipeline pop-up window

    Notes:

    • If you delete a deal stage, existing deals assigned to this stage will be moved to the closest equivalent stage.
    • You have the option to create up to nine deal stages.
    • The Deal Stages will be sorted automatically by the number in the percentage (%) column from lowest to highest.
    • You cannot have duplicate deal stage percentage (%) values - each stage must have a different value.
    • To rearrange the Deal Stages, edit the numbers in the percentage (%) column.
    • A new Deal Stage will always be added at the bottom. However, the stages will rearrange automatically, by the number in the percentage (%) column once saved.
    • You can rename the Won Deal Stage.
    • You can hide the Won Deal Stage in the Configure Pipeline pop-up window by checking the box between the Won Deal Stage name and Hide.

    Multiple Pipelines

    For many sales processes, the Deal Stages are similar and so these stages are set up on one Pipeline. However, if you sell multiple products or services and the sales processes are different, then you may require multiple pipelines with different Deal Stages. Multiple Pipelines are not designed for markets that require different currencies. 


    Available on the Business Plan - Users on the Business Plan can add up to 10 pipelines.

    Add/Edit a Pipeline

    1
    To add another Pipeline, navigate to your Pipeline Page → click on the downward arrow next to the Pipeline name at the top left-hand side of the page → + Add Pipeline.

    Pipeline Page l click on the dropdown arrow next to the Pipeline name and click

    2
    Type the name of your Pipeline → edit the Stages as required, see details here → click Save.

    Configure Pipeline pop-up window

    Note: You can rename the Pipelines, by clicking on the gear icon → update/edit the name → click Save.

    Pipeline Page l Gear icon

    Notes:

    • You cannot select multiple currencies for different Pipelines. Your Account owner/ Admin can select the default currency under Localization settings.
    • If you're unsure whether you need more than one pipeline, please email Support@onepagecrm.com and our team would be happy to advise you.

    Remove a Pipeline

    1
    Navigate to your Pipeline Page → select the appropriate Pipeline from the downward arrow next to the name at the top of the page → click on the Gear icon.

    Pipeline Page l Gear icon

    2
    In the pop-up window → click Delete Pipeline.

    Remove existing Pipeline.

    3
    You will be requested to select the Pipeline to which you want to move the associated deals. Once selected → click Move and delete.

    Note: Any existing deals will be moved to the closest estimated deal stages.

    Confirm deletion

    View Pipelines

    To view your Pipelines, navigate to your Pipeline Page → click on the downward arrow next to the Pipeline name at the top of the page.

    Note: You can filter the Dashboard by the different Pipelines as well.

    View Pipelines by clicking on the downward arrow next to the Pipeline name.

    Filter your Pipeline

    You can filter your Pipeline by Team Member, deals under different tags or specific saved filters. This can be useful if your company works with different groups of prospects or customers and you wish to segment your pipeline based on these specific groups. 

    To apply a predefined filter to a Pipeline, navigate to your Pipeline Page → select an option from the All Team members dropdown menu or the Filter dropdown menu.

    Pipeline l Predefined Filters

    Notes:

    Pipeline Values

    You can customize your Pipeline View further by selecting Pipeline Values. You can pick between:

    • Pipeline Values
      • Weighted - (More accurate) A deal amount of $1,000 at 50%, is displayed as $500 in the pipeline.
      • Unweighted - (Less accurate) The Deal amount is not displayed as a percentage of its deal stage. The full deal amount is displayed instead.

    Pipeline Values l Weighted & Unweighted

    • How the Deal amount is displayed
      • Deal amount - Displays the amount of the deal from the Amount field.
      • Deal margin - Displays the difference between the selling price of your products or services and the costs of production.
      • Commission - Displays the amount the salesperson would earn.

    Pipeline Values l Deal amount

    Notes:

    • Select an option to sort your Pipeline Page, when it is refreshed:
      • Expected close date - Displays deals from earliest close date to latest.
      • Amount - Displays deals from highest to lowest amount assigned to deal.
      • Days inactive (Business Plan only) - Displays deals from longest inactivity to shortest.

    Pipeline Values l Sort when refreshed

    Deal List

    The Deal List includes all deals created/imported to the CRM, or archived deals. It allows you to filter them, or do a quick export.

    If you are using Multiple Pipelines the Deal list is specific to the selected Pipeline.

    Select Headers for the Deal List

    1
    Navigate to your Pipeline Page → scroll down to the Deal List.

    The Deal list can be viewed on both the Kanban and Forecast View.

    Pipeline Page l Deal list

    2
    Click on the gear icon to open the dropdown → select the appropriate headers by checking or unchecking the boxes.
    You can rearrange the headers by dragging and dropping them within the select dropdown menu.

    You can select from the following columns:
  • Commission
  • Created
  • Margin
  • Owner
  • Close Date
  • Deal Custom fields

    • Deal List l Edit

    3
    Click Apply.

    Notes:

    • You can select up to 9 headers to display the deal's details in this list, including Deal Custom Fields.

      By default, it will always display the following:

      • Deal Name
      • associated Contact
      • Amount of the deal
      • The Deal Stage the deal is currently in
    • The Deal List can be sorted by header (ascending/descending), simply click on the header. Clicking on the header a second time will reverse the order for the specific header.

    Filter the Deal list

    1
    Navigate to your Pipeline Page → scroll down to the Deal List.

    The Deal list can be viewed on both the Kanban and Forecast View.

    Pipeline Page l Deal list

    2
    The Deal list can be filtered by the following criteria:
    • Deal Status
      • Pending - All Pending deals currently in a deal stage
      • Won - All Won deals
      • Lost - All Lost deals
      • Closed (Won/Lost) - All Won or Lost deals
      • Won Column - Won deals are displayed in the Won column of the Kanban View.
      • All Deals - All deals saved in the CRM
    • Deal List Headers - ascending and descending
    • Predefined Filters
    • Pipeline Values

    Deal List l Filters

    Notes:

    • To sort the list by the value of a specific header, click on the arrows on the right side of the header.
    • Once the page is reloaded all filters will reset.
    • The headers selected for the Deal List can be accessed from the Forecast View as well.

    Export deals from the Deal list

    1
    Navigate to your Pipeline Page → scroll down to the Deal List.

    The Deal list can be viewed on both the Kanban and Forecast View.

    Pipeline Page l Deal list

    2
    Select the appropriate filters for the Deal List → click on the downward arrow → select CSV or Excel to start the download.

    Deal List l Quick Export

    Notes:

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