Sales planning
Sales Pipeline Designer
Build the stages your deals move through. Start from a template, rename and reorder stages, set a probability for each and preview the result as a kanban board. Export it as CSV or JSON, or copy the stage list into your CRM.
Stages
Probabilities are starting points. Replace them with your own win rates.
Board preview
How the pipeline looks as columns
How to use it
- Pick a template or start with the default stages.
- Rename, reorder, add or remove stages.
- Set a closing probability and a colour for each stage.
- Export the pipeline or copy the stage list into your CRM.
Common questions
How many stages should I have?
Most small pipelines work well with five to seven stages. More stages make deals harder to move and report on.
Where do the probabilities come from?
They are common starting values. Use your own history of how many deals at each stage were won.
Is the pipeline saved?
It is kept in this browser so you can come back. Export it to keep a copy elsewhere.