Skip to content
Total pipeline valueWeighted pipeline valueConversion rates by stageAverage deal velocityProspect → Qualified → Discovery → Proposal → Verbal → Won/LostCards show: Org name, contact, value, ICP score, days in stageColor coding by ICP score and urgencyLog touchpointSchedule follow-upUpdate ICP scoreCreate engagement (for won deals)
Pipeline
2. Commercial Pipeline Interface
Purpose: Revenue generation and client management Design: Kanban + metrics hybrid
Top Section: Pipeline metrics bar
Main Section: Deal stages as swim lanes
Bottom Section: Quick actions
Prospect
0
Qualified
0
Discovery
1
Proposal
0
1
ACME Audit $5k
Venture
Ops Studio
Organization
ACME Law
Value (Est)
$5,000.00Close By
Sat, Sep 20Topics
LegalSMB
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.