Track your sales progress by managing your deal pipeline and understanding how each stage contributes to your total revenue and forecasts.
Understanding pipeline metrics
At the top of your deals page, you can view key performance indicators based on your current stages:
Closed Revenue: The total value of deals that have reached a "won" or closed stage within the selected time period.
Open Pipeline: The total value of all deals currently in active (not closed won or closed lost) stages.
Weighted Forecast: The total value of deals in open pipeline stages multiplied by their assigned probability percentage.
Customizing your deal stages
If you are an Owner or Admin, you can modify deal stage names, percentages and colors:
Click on Settings in the bottom left corner of the screen.
Select Deals from the sidebar menu.
Modify the following stage details:
Stage names: Rename stages to better fit your specific sales process.
Probability: Define the percentage chance of closing a deal at each stage to ensure accurate forecasting.
Colors: Assign specific colors to stages to make them easier to identify in both Grid and Kanban views.
Creating new pipelines
You can also create or edit entire deal pipelines to manage different products or sales teams separately. To learn more about managing multiple pipelines, visit our dedicated guide: Managing deal pipelines.