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:
Total Deals: A count of all deals matching the current list, filters, and time range.
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.
Closed Won (revenue): The total value of deals that have reached a "won" stage within the selected time period.
Avg Deal Size: The average value of closed won deals within the selected time period, calculated by dividing total closed revenue by the number of closed won deals.
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.
Setting stage entry criteria
You can define entry criteria for each stage to clarify what must be true before a deal moves in, and require specific fields to be completed first.
Click Settings in the bottom left corner of the screen.
Select Deals from the sidebar menu.
Find the stage you want to update and click Criteria next to it. This expands the criteria panel for that stage.
Under Entry criteria, describe the conditions a deal must meet to enter this stage. This is a free-text field — it doesn't enforce anything automatically, but it aligns your team on stage definitions, and will be used to suggest deal creation and updates.
Under Fields that must be filled out to move into this stage, select fields from the dropdown. A deal cannot advance into this stage until these fields are completed. If someone tries to move a deal to this stage without having these fields filled out, they will see an error message and the deal will be bounced back to the previous stage.
Click Save to save criteria changes.
Creating new pipelines
You can also create or edit entire deal pipelines to manage different products or teams separately. To learn more about managing multiple pipelines, visit our dedicated guide: Managing deal pipelines.