Pipeline View

Finally, a crystal-clear, interactive view of your entire sales world. See every opportunity, know every next step, and crush your sales goals with unparalleled clarity.

Tired of Flying Blind? Your Sales ProcessSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology. Deserves Clarity.

Are deals slipping through the cracks? Do you spend more time managing reports than closing sales? Is your team unsure which opportunities need their attention right now?

The traditional CRM is a dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. graveyard. Pipeliner’s PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. View is your command center. It transforms your sales process from a confusing list of tasks into a dynamic, visual, and intuitive map to success. It’s designed to show you exactly what’s in the pipeline and precisely where it’s at, in a single glance.

See Your Entire Sales FunnelSales Funnel Sales Funnel is a visualization of the sales process that defines the stages through which prospective customers go through as they are led by sales professionals towards a purchasing decision., Instantly

Imagine your sales whiteboard, but smarter. The Pipeline View organizes every opportunity into clear, customizable stages. Move deals from “LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity.” to “Won” with a satisfying drag-and-drop, giving you a tangible sense of control and progress.

• Visual Stage Management: Each column represents a critical milestone in your sales process, complete with its probability of closing. You see the flow, you see the value, and you see where everything stands.
• Drag & Drop Simplicity: Forget clunky menus. Moving an opportunity is as simple as clicking and dragging it to the next stage. Qualify a lead into an opportunity in one smooth motion.
• Beyond Sales: Pipeliner isn’t just for sales. Create and manage distinct pipelines for any process—customer successCustomer Success Customer Success is a proactive mindset, function, department or strategy commonly adopted by B2B companies to optimize business with customers, reduce churn rate, drive profits and increase the predictability of recurring revenue., implementation, hiring, or fulfillment. If it has a process, you can visualize it here.

Your Built-in GPS for Sales Success

The Pipeline View is packed with intelligent visual cues that act like a GPS, guiding your focus to where it’s needed most. Stop guessing and start acting with precision.

• Spot Stalled Deals Instantly: An Overdue icon flags any opportunity that has been sitting in a stage too long. Drill down with one click to get things moving again.
• Know When It’s “Ready to Move”: A green checkmark appears on deals where all sales activities are complete. It’s a clear signal that an opportunity is primed to advance.
• Check Deal “Fitness” at a Glance: A simple color bar on each opportunity card tells you its health. Green means upcoming activities are planned. Yellow means nothing is scheduled. Red means you have overdue tasks. It’s an instant health check for your entire pipeline.

Crush Your Quotas with the Dynamic Target

Your sales target isn’t a static number on a forgotten spreadsheet. It’s a living, breathing goal. Our Dynamic Target is always visible, updating in real-time with every move you make.

• Constant Motivation: See your progress—and your team’s—against your quotaQuota Quota is a predefined benchmark indicating the amount of sales a selling unit such as a sales rep or a regional sales team should achieve within a given period, often used as a measure of success, performance and eligibility for commissions and other rewards. at all times. It’s the ultimate motivator to keep pushing toward your goal.
• Track What Matters to You: Set your target based on Opportunity Value, Count, or a Weighted value. Define your period, compare against past performance, and stay laser-focused on your objective.
• Total Transparency: Know exactly which deals are contributing to your target. Opportunities outside your set period are clearly marked, so there’s never any confusion about your numbers.

A Pipeline That Works Your Way: Unmatched Customization

Your business is unique. Your CRM view should be too. With the Power Panel, you can tailor the Pipeline View to see exactly what you need, when you need it.

• Customize Your View: Decide what information appears on each opportunity card. Show the deal value, owner, ranking, or custom tags.
• Filter with Precision: Instantly filter your pipeline by owner, close date, territory, or any other field. Use dynamic filters like “Current QuarterQuarter Quarter is a three-month period in a company’s fiscal year commonly used to make comparative performance analyses, detect or forecast business trends, report earnings, and pay shareholder dividends.” that update automatically.
• Save & Share Your Views: Create the perfect view for your weekly sales meeting or your personal daily dashboard. Save it as a “Custom Profile” and access it anytime. You can even share your custom views with your team to ensure everyone is on the same page.

All Your Intel, Right Where You Need It

Stop wasting time hunting for information. The Pipeline View integrates everything you need to move a deal forward, accessible directly from your workflow.

• Guided Selling: Attach Sales Activity Checklists to each stage to ensure reps follow your proven process and never miss a critical step.
• Instant Document Access: Link essential documents—like case studies, spec sheets, or contracts—directly to a sales stage for easy access by the whole team.
• Quick View Insights: Simply hover over any sales stage to see a powerful summary, including conversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller. rates, lost rates, and the average time deals spend in that step. It’s deep analysis without running a single report.

Frequently Asked Questions

• What is a CRM Pipeline View? A CRM Pipeline View is a visual representation of a company’s sales process. It displays sales opportunities as cards organized into columns, where each column represents a stage in the sales cycleSales Cycle Sales Cycle is a repeating process characterized by a predictable sequence of stages that a company undergoes as it sells its products and services to customers. (e.g., Lead, Qualifying, Proposal, Closing). This allows sales teams to see the status of all deals at a glance, manage them effectively, and forecast revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales..
• How does Pipeliner’s visual pipeline help sales teams? It enhances productivity and clarity. By visualizing the entire process, sales reps can instantly identify high-priority or stalled deals using visual cues. Managers get a real-time overview of team performance, and the drag-and-drop interface makes updating opportunities fast and intuitive, reducing manual data entry.
• Can I customize the sales stages in the Pipeline View? Absolutely. An administrator can fully customize the sales stages, their names, and their associated closing probabilities to perfectly match your business’s unique sales methodology.
• How does Pipeliner CRM help me track sales targets? Pipeliner features a “Dynamic Target” that is always visible alongside your pipeline. It updates in real-time as deals are won or moved, showing individual and team progress against a set quota. You can customize the target based on value or volume for any time period.
• Can I manage processes other than sales in the Pipeline View? Yes. Pipeliner is designed for process management. You can create multiple, distinct pipelines for different business functions such as post-sales implementation, customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. service ticketing, new hire onboardingOnboarding Onboarding is the process or act of introducing a new customer to your product or service; or integrating a newly hired employee into your workforce or team., and more.

Ready to See Your Sales Process with Perfect Clarity?

Stop guessing and start winning. Experience the power, clarity, and control of the Pipeliner CRM Pipeline View.