Pipeline and stages

Each stage you create has a name, a position, a probability and an optional SLA in days. The product itself understands one field: the kind of the stage, which is open, won or lost.

• open: the deal is still running. Any number of open stages.
• won: the deal closed. The close date is stamped automatically.
• lost: the deal is over. A reason is required, always.

Moving a deal

Moving between stages is validated: the target stage must belong to the same pipeline, moving to the stage the deal is already in is refused, and moving into a lost stage without a reason is refused too. Every move writes an event in the deal timeline with who moved it, when, and from where to where.

Forecast

The weighted forecast multiplies each open deal by the probability of the stage it sits in. Because probability is per stage and per workspace, the forecast reflects your process, not an average of somebody else’s.

Reports

The reports page reads the funnel you already have. Win rate in the period, deals past the stage SLA with the days of standstill counted, and where the funnel slows: time per stage in average and median. The median shows the typical case; the average feels the very long deals. The forecast answers for itself too, predicted against closed, period by period, with the error in plain sight. The goal is an error under 10%. While the sample is small the page says so, instead of pretending the number already means something.