🎯
8 deals in pipeline worth $42,500 · 2 ready to close
Lead → Contacted → Proposal → Negotiation → Won · 37.5% conversion rate
$42.5K
Pipeline Value
💰
Pipeline Value
$42.5K
Total open deals
📋
Active Deals
8
In pipeline
📊
Win Rate
38%
Deals won/total
🏆
Won Value
$18.5K
Closed deals
Sales Pipeline
Drag deals between stages by changing their stage in All Deals
What this means in plain English
Add your first deal to see pipeline insights.
What you should do next
- Add your first deal to begin tracking your pipeline.
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📋 All Deals
Edit deals directly in the table
| Client | Deal | Value | Stage | Follow-up | Notes |
|---|
📊 Pipeline Metrics
Funnel Conversion
📅 Upcoming Follow-ups
Deals that need attention
Value by Stage
Deals by Stage
Top Deals
Win/Loss
Pipeline Report
CreatorSystemLab ·
📖
How To Use This Tool
Track every lead through your sales pipeline
🚀 Getting Started
1
Add Deals
Client name, deal value, and current stage.
2
Move Through Stages
Update stage as deals progress: Lead → Contacted → Proposal → Negotiation → Won/Lost.
3
Track Metrics
See pipeline value, win rate, and conversion funnel.
📊 Pipeline Stages
Lead: New prospect, not yet contacted
Contacted: Initial outreach made
Proposal: Quote/proposal sent
Negotiation: Discussing terms
Won: Deal closed! 🎉
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