Read the deal pipeline
Read opportunity stages, owners and value without confusing pipeline assumptions with money collected.
On this page
Choose a pipeline view
Open Deals. The board shows Proposal, Negotiating, Contract out, Won and Lost. Switch to List to compare opportunity values, owners and expected-close dates. Clear filters when comparing the full pipeline.
Inspect an opportunity
Select a card to open its record. Read Client, Who signs, Value, Fee basis, Close and Owner. Follow linked records for the original enquiry, client relationship and documents.
Read stage totals carefully
Weighted value uses the stage’s forecast assumption. It helps compare the open pipeline, but does not mean an agreement is signed or an invoice is paid. Open the opportunity to understand the value and scope behind a total.
Choose the next commercial action
Review scope before writing a proposal. Move through negotiation before Contract out. Won hands delivery to a project through Set up the work; Lost records the reason and a future check-back.
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