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.
In this article: | |
Pipeline Views | Filter your Pipeline |
Add/Edit/Remove Deal Stages | Pipeline Values |
Multiple Pipelines | Deal list |
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
Note: You can configure the Deal Stages from the Kanban and Forecast View of the Pipeline Page.
Click on the:
Once you have completed the update → click Save.
Notes:
- If you delete a deal stage, existing deals assigned to this stage will be moved to the closest equivalent stage.
- Deal stages can be customized by the Account Owner and/or Admin.
- 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
Note: You can rename the Pipelines, by clicking on the gear icon → update/edit the name → click Save.
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
Note: Any existing deals will be moved to the closest estimated deal stages.
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.
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.
Notes:
- See details on how to create saved filters here.
- The selected filter will be applied to the Kanban View, Forecast View, and Deal List.
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.
- 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.
Notes:
- If you are using recurring items in your deals, check out how you can save Deal Items.
- You can set a default commission for your deals.
- 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.
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
The Deal list can be viewed on both the Kanban and Forecast View.
You can rearrange the headers by dragging and dropping them within the select dropdown menu.
You can select from the following columns:
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
The Deal list can be viewed on both the Kanban and Forecast View.
- 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
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
The Deal list can be viewed on both the Kanban and Forecast View.
Notes:
- The download will only include the Deals that match the applied filter and details from the displayed headers.
- If you are looking to export all deals and all the deal fields, perform an export from the Import and Export page.