Sales pipeline
See what is moving, what is stuck and what needs attention.
Keep every open opportunity in a clear stage with an owner and next action, so managers can focus on exceptions instead of collecting updates.
Example pipeline
New
- Metro₹65K
Qualified
- Apex₹1.2L
- Nova₹80K
- Prime₹1.4L
Quotation
- Kamath₹2.4LNo next action
Follow-up
- Alpha₹95K
- Sagar₹1.6L
- Zen₹70K
Won
- Orbit₹1.1L
Kamath Traders
- Quotation sent
- 8 days ago
- Owner
- Amit
- Next action
- Not set
Use stages that match how your business sells.
- New enquiry
- Qualified
- Quotation
- Negotiation / follow-up
- Order / Won
Your actual stages may be different. Keep enough stages to understand progress without turning every small action into a pipeline stage.
What should every open opportunity answer?
If a manager cannot answer these questions quickly, the pipeline is probably acting more like a list than a management tool.
- Customer
- Stage
- Owner
- Next action
- Due date
- Valueoptional
Switch from “show me everything” to “show me what needs attention.”
A manager should not need to inspect every opportunity.Start with the exceptions.
New
- Metro₹65K
Qualified
- Apex₹1.2L
- Nova₹80K
- Prime₹1.4L
Quotation
- Kamath₹2.4L
Follow-up
- Alpha₹95K
- Sagar₹1.6L
- Zen₹70K
Won
- Orbit₹1.1L
- Kamath TradersNo next actionQuotation · 8 days
- Prime IndustriesFollow-up overdue2 days
- Nova EngineeringNo ownerQualified
- Apex ComponentsStage unchanged12 days
Neha
- Due today
- 8
- Overdue
- 1
- Quotations
- 4
Amit
- Due today
- 6
- Overdue
- 5
- Quotations
- 7
Ravi
- Due today
- 9
- Overdue
- 0
- Quotations
- 2
What should managers review?
- What has no owner?
- What has no next action?
- What is overdue?
- What has stayed in the same stage too long?
These are usually more useful management questions than “How many leads do we have?”
What should a salesperson see?
The pipeline should help the salesperson decide what to do next, not only help management prepare reports.
Example
- Follow-ups due
- 8
- Quotations waiting
- 3
- New enquiries
- 4
- Overdue
- 1
- 10:30Call Apex
- 12:00Send revised quotation
- 15:00Follow up Nova
Pipeline connects the sales process.
- Lead captured
- Qualified
- Quotation
- Follow-up
- Order
When is a pipeline not enough?
- You cannot see the original requirementimprove lead capture
- Quotation preparation is still manualimprove quotation process
- Follow-ups are still remembered individuallyimprove follow-up
A pipeline gives visibility. It does not automatically fix the processes feeding it.
What feeds the pipeline, and what it feeds.
- Lead ManagementWhere the opportunities come from, before they have a stage.
- Follow-up AutomationSo an overdue follow-up is a reminder rather than a discovery.
- Quotation AutomationFor the stage where opportunities most often sit still.
- Customer 360What else you already know about the customer in the deal.
Can you see which sales opportunities need attention today?
Show us how your team currently tracks enquiries, quotations and follow-ups. We’ll help identify where visibility or ownership breaks down.