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Pipeline View (Kanban)

The Pipeline (Kanban) view visualizes opportunities by stage and helps sales teams manage movement through the sales process.

How it works

  • Each column represents an opportunity stage (New, Qualified, Proposal, Negotiation, Won, Lost).
  • Cards show key details: Opportunity No., Summary, Company, Expected Revenue, Probability, and Expected Closing Date.
  • Drag a card from one column to another to update its stage.

Useful features

  • Swimlanes / group by: Group by Sales Person, Sales Team, or Territory for team views.
  • Quick edit: Edit probability or expected revenue inline on card popups.
  • Filters: Apply filters for date ranges, value ranges, priority or source to focus the pipeline.
  • Bulk operations: Select multiple cards to update stage or export selected opportunities.

Reporting & Forecasting

  • The Pipeline view can be used with the Probability field to generate weighted forecasts (Probability % * Expected Revenue).
  • Use saved filtered views for management reporting (e.g., This Quarter – High Priority) and to feed sales review meetings.

Tip: Keep stages well defined and consistent across teams so the pipeline reflects real progress and forecasting remains meaningful in Ultro ERP.