Sales Pipeline

Track the companies you're trying to win: each lead's stage on a board you can drag cards across, follow-ups that are due, and a log of every call, email and meeting.

5 pages·2 listsShown with the example rows the kit adds. They disappear as soon as you add your own.

Pipeline

Every lead, and the stage it's at. Drag a card to move it on.

Add leadLog a call or emailFollow-upsActivities

Open leads

From Leads

Only rows where Stage is not Won and Stage is not Lost

Open monthly value

1,194.00

Sum of Monthly Value · Leads

Only rows where Stage is not Won and Stage is not Lost

Won monthly value

149.00

Sum of Monthly Value · Leads

Only rows where Stage is Won

Pipeline board

New lead 1

Brightwell Electrical

Contacted 2

Moorgate Property Services

Keystone Maintenance

Demo booked 1

Ridgeway Heating Ltd

Trial 1

Apex Cooling Solutions

Proposal sent 1

Castle Facilities Group

Won 1

Thorne Cleaning Co

Lost 1

Northern Gas Services

All leads

Company	Contact Name	Job Title	Email	Phone	Town
Ridgeway Heating Ltd	Paul Hartley	Owner	paul@ridgewayheating.example	01302 555101	Doncaster
Castle Facilities Group	Sarah Okoye	Operations Manager	sarah@castlefm.example	0114 555 0182	Sheffield
Brightwell Electrical	Dan Marsh	Director	dan@brightwell.example	01709 555 214	Rotherham
Moorgate Property Services	Helen Price	Property Manager	helen@moorgateps.example	01302 555 377	Doncaster
Apex Cooling Solutions	Imran Shah	Owner	imran@apexcooling.example	0113 555 0490	Leeds

8 example rows, first 5 shown · 10 more columns

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After installing, change any page, column or list in Studio. The example rows disappear as soon as you add your own.