BuildRunKit CRM: Pipeline Sub-Section

GoldilocksBuildRunKit CRM: SalesPipeline PipelineSub-Section

Pipeline Dashboard

The Pipeline pagesub-section allowsoffers a Kanban-style view of your sales process, allowing you to visualizedrag and managedrop yourdeals salesacross flowcustom withstages drag-and-drop.while Thismonitoring boardstage-by-stage providesvaluations.

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Header real-time& overviewAction of your business health through high-level metrics:Buttons

• TotalPipeline Pipeline:Settings: DisplaysAccess thestage totalconfigurations financialto valuecustomize, ofadd, allor dealsreorder currentlypipeline in the board.stages.

• Weighted+ Value:Add ShowsDeal: Direct action button to open the adjusteddeal creation modal.

Pipeline Metrics Cards

Pipeline Value: Total unweighted financial value ofacross yourall active pipeline based on the probability of deals closing.stages.

Weighted Value: Cumulative projected value calculated using probability percentages.

Active Deals:Deals: The total countCount of open opportunities currently beingmoving tracked.through the pipeline.

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View

CustomizingControls Your& Pipeline

To modify how your sales process is organized, use the Pipeline Settings link located at the top of the board.

Managing Pipeline Stages:Search

• PipelineSearch Settings:deals...: ClickGlobal thistext linkinput to accesslocate thedeal customizationcards areaby where you can addtitle or change the stages of your sales cycle.contact.

• CustomizeAll Stages:owners WithinDropdown: theFilter settings,active you can adjust your pipeline to fit your specific business needs, such as renamingstage columns orby reorderingassigned yourteam workflow.member.

Pipeline Stages (Kanban Columns) Each column summarizes stage metrics (Total Value, Weighted Value, and deal count) and supports drag-and-drop deal movement across stages:

New Lead: Initial entry point for incoming prospects.

Discovery: Stage Columns:for Byqualifying default,lead your deals are organized into stages including New Lead, Discovery, Proposal,requirements and Negotiation.budget fit.

StageProposal: Totals:Quote Eachor stageformal headerproposal showsdelivered to the number of deals in that specific phase and their combined value.

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Managing Deals

Add Deal: Click the brown + Add Deal button at the top right of the dashboard to immediately create a new opportunity within the selected pipeline.prospect.

DealNegotiation: Tracking:Active Individualcontract cardsor onscope terms evaluation.

Closed Won: Final stage for successfully closed opportunities.

Closed Lost: Archive stage for deals that did not convert.

BuildRunKit CRM: Pipeline Settings Modal

Clicking the boardPipeline showSettings button opens a configuration modal that allows you to customize the Deal Name, Customer,stages and order for your sales pipeline:

Restore Defaults: Resets the Totalpipeline Amountstages, sequence order, and color coding back to the system default configuration.

+ Add Stage: Adds a new customizable stage row to your sales process.

Stage Controls & Ordering:

Drag Handle (::): Click and drag to reorder stage sequence numbers.

Sequence Indicator: Displays the numerical order of each stage (1 through 6).

Stage Name Input: Editable text field to customize stage labels (e.g., New Lead, Discovery, Proposal, Negotiation, Closed Won, Closed Lost).

Color Picker Circle: Assigns distinct visual color indicators to each stage for quick reference.Kanban identification.

Deals Counter: Displays the total count of active deals currently assigned to that stage.

Trash Bin Icon: Deletes individual stages from the pipeline.

Modal Actions: Click Cancel to discard changes or Save Pipeline to apply the updated stage configuration.