Sales & CRM

Sales Pipeline

Manage deals by size and probability of closing. Rows are Deal Size (Small (<$5k), Mid ($5k-20k), Large ($20k+)); columns are Stage (Lead, Qualified, Proposal, Negotiation, Closed Won).

What this board starts with

Rows — Deal Size

  • Small (<$5k)
  • Mid ($5k-20k)
  • Large ($20k+)

Columns — Stage

  • Lead
  • Qualified
  • Proposal
  • Negotiation
  • Closed Won

Four examples are included

These are ordinary cards, included so the first board is useful immediately. Edit or delete them like any other card.

  • Northstar pilot

    Small (<$5k) × Qualified

  • Pine Labs renewal

    Mid ($5k-20k) × Proposal

  • Atlas rollout

    Large ($20k+) × Negotiation

  • Beacon expansion

    Mid ($5k-20k) × Closed Won

Ask another question later

Swap Stage and Deal Size, or choose another facet for either axis. The cards keep their assigned values and the board lays them out again.

How pivoting works

Build your own Sales Pipeline board

Sign in or create an account, then choose this template from the dashboard library.

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Frequently Asked Questions

Manage deals by size and probability of closing. Rows are Deal Size (Small (<$5k), Mid ($5k-20k), Large ($20k+)); columns are Stage (Lead, Qualified, Proposal, Negotiation, Closed Won).

Yes. Deal Size and Stage can trade places, or you can put another facet on either axis. The same cards are laid out from their existing values.

Yes. Every template is free on every plan, including Free, which allows five boards per space.