Stage Design
Stages reflect buyer journey. ‘Qualified lead, Discovery, Proposal, Negotiation, Closed Won/Lost’. Match your sales motion.
Probability per Stage
Weighted forecast = amount × stage probability. Calibrate probabilities to actual historical conversion, not defaults.
Required Fields
Fields required to advance stage. Budget, decision-maker, close date. Enforces hygiene, improves forecast quality.
Multi-Pipeline
New business, renewal, expansion — separate pipelines per motion. Don’t force all deals through one funnel.
Reporting
Pipeline health dashboard — stage distribution, velocity, win rate. Weekly review with sales leaders.