Sales pipeline
Every open opportunity across Alex, Barry, Ben and Rob. Lead status drives the whole view: set a record to Ordered or Lost and it moves straight into the tables below.
By owner
Open leads, value and stage mix per sales owner
| Owner | Open leads | Pipeline value | Pipeline margin | Weighted | With Customer | Meeting Organised | DCS Action Required | Awaiting Third Party | Open / Other | On Hold | Orders | Lost |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total | 0 | £0 | £0 | £0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Open leads by stage
Whole team
Pipeline against weighted forecast
Full value compared with value × % chance
Pipeline records
Fetching from the API…
| Coloured by quote status | Coloured by lead status | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Owner | Account | Company | Opportunity | Contact | TCV | Margin | Quote status | Lead status | Last contact | % | Forecast | |
| No records match the current filters. | ||||||||||||
Orders
0 records marked Ordered
| Order date | Account | Company | Description | Value | Margin |
|---|---|---|---|---|---|
| No orders recorded yet. |
Lost
0 records marked Lost
| Lost date | Account | Company | Description | Value | Margin |
|---|---|---|---|---|---|
| Nothing lost in this view. |
Why we win and lose
Outcome reasons recorded when a record is set to Ordered or Lost
No orders recorded in this view.
Nothing lost in this view.
Owner through contact: where the quote itself has got to.
Value through forecast: whose court the deal is in.
Lead status is the single place a record's stage is set. Choosing Ordered or Lost moves the row out of the live pipeline into the orders or lost table immediately — no reapply step, and nothing is ever removed. The same colours are used by the summary table and charts at the top of the page.