Track sales opportunities, forecast revenue, and close more deals.
0 of 9 steps completed (0%)
Navigate to Sales > Pipeline or Deals from the main menu. The pipeline view displays all active opportunities organized by stage: Lead, Qualified, Proposal Sent, Negotiation, Closed Won, Closed Lost. You can switch between Kanban board, list, and forecast views. The dashboard shows total pipeline value, win rate, and average deal size.
Click "New Deal" or "+ Add Opportunity". Enter deal details: Deal name (e.g., "Website Design for ABC Corp"), Contact or company associated with the deal, Estimated deal value, Expected close date, Deal stage (current position in pipeline), Probability of winning (%), Assigned sales rep. Rich deal records provide context for your sales team.
Configure stages that match your sales process: Click Settings > Pipeline Configuration, Add, remove, or rename stages, Set automation triggers for each stage (e.g., send email when deal moves to Proposal), Define required fields per stage, Set average duration for each stage. Custom stages ensure the pipeline reflects your actual process.
Update deals as they progress through your sales process: Drag and drop deals between stages in Kanban view, Add notes documenting conversations and next steps, Set tasks and reminders for follow-ups, Upload relevant documents (proposals, contracts), Log all interactions automatically. Moving deals triggers stage-specific actions.
Assign realistic win probabilities to each deal: Lead stage: 10-20% probability, Qualified: 30-40%, Proposal sent: 50-60%, Negotiation: 70-80%, Verbal commitment: 90%. Weighted pipeline value = Deal value × Probability. Use weighted values for accurate revenue forecasting.
Log all interactions and touchpoints: Record calls, emails, and meetings, Note stakeholder feedback and objections, Track proposal views and engagement, Document price negotiations, Set reminders for critical follow-ups. Comprehensive activity tracking improves accountability and helps close deals.
Never miss critical follow-ups with automated tasks: Set follow-up reminders after sending proposals, Schedule check-in calls at regular intervals, Create task sequences for deal stages, Assign tasks to team members, Get notifications for overdue tasks. Consistent follow-up improves close rates.
Analyze sales performance with detailed reports: Total pipeline value by stage, Win rate and conversion rates between stages, Average sales cycle length, Sales rep performance comparisons, Revenue forecasts by month/quarter, Deal source attribution. Use insights to optimize your sales process.
Project future revenue based on your pipeline: View weighted pipeline value (deal value × probability), See forecast by month, quarter, or year, Track forecast vs. actual revenue, Adjust probabilities as deals progress, Identify gaps in pipeline to hit targets. Accurate forecasting enables better business planning.
Manage clients, track interactions, and build stronger customer relationships.
Complete step-by-step guide to create, customize, and send your first professional invoice with Nubeso.
Generate insights with comprehensive reports on sales, finances, and operations.