Setting Up Deal Stages and Managing the Sales Pipeline
Track deals by stage from first contact to close and use pipeline data for revenue forecasting.
[What is a sales pipeline]
A system showing all active deals organized by stage.
Summing amounts per stage enables revenue forecasting.
[Configure deal stages (admin)]
Sales → Settings → Configure Deal Stages
Example stages:
- Prospecting
- Qualification
- Proposal
- Negotiation
- Won
- Lost
Assigning a win probability to each stage improves forecast accuracy.
[Create a deal]
Sales → Deals → Create New Deal
- Enter deal name, customer, amount, expected close date, owner, and stage
[Advance a deal]
Deal detail → Update Stage
Or drag and drop in the pipeline view.
[Pipeline analysis]
Sales → Reports → Pipeline Report
- Deal count and amount by stage
- Weighted revenue forecast (adjusted for win probability)
- Per-rep pipeline comparison
⚠ Reps must update deals consistently. Data freshness directly affects forecast accuracy.
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