The pipeline

The Pipeline page tracks work you haven't won yet. Each prospect is a potential engagement for a company, moving through stages until it's won or lost — and because each stage carries a probability, the dashboard can show weighted pipeline value rather than wishful totals.

Stages

Your organisation starts with a sensible default set — from Lead Identified through Initial Contact, Meeting Arranged, Discovery/Scoping, Proposal Sent and Negotiation to Won and Lost — each with a colour and a win probability. Rename, recolour, reorder or re-weight them to match how you actually sell.

Working a prospect

Drag prospects between stages as things progress. A prospect record collects everything about the chase in one place — notes, files, a checklist, and its history of stage moves, so you can see how long things sat where.

Tasks and time can attach to a prospect too, which means the effort you spend winning work is visible even before there's a project to bill it to.

Winning (and losing)

• Won — convert the prospect into a real project (and its company into a Client if it wasn't one already). The engagement carries straight on where the chase left off; see Creating a project.
• Lost — record a win/loss reason. Over time those reasons become one of the more honest reports in the app.

Proposals

A prospect at the proposal stage usually has an actual proposal attached — see Proposals, contracts and briefs.

Tip: keep the pipeline honest. A stale prospect in Negotiation for four months flatters your weighted number — move it or lose it, and the dashboard starts telling you the truth.