# Goldilocks CRM: Sales Pipeline

## **Goldilocks CRM: Sales Pipeline**

**[![Screenshot 2026-05-14 145115.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-14-145115.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-14-145115.png)**

### Pipeline Dashboard

The Pipeline page allows you to visualize and manage your sales flow with drag-and-drop. This board provides a real-time overview of your business health through high-level metrics:

- Total Pipeline: Displays the total financial value of all deals currently in the board.
- Weighted Value: Shows the adjusted value of your pipeline based on the probability of deals closing.
- Active Deals: The total count of open opportunities currently being tracked.

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### Customizing Your Pipeline

[![Screenshot 2026-05-14 145206.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-14-145206.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-14-145206.png)

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

Managing Pipeline Stages:

- Pipeline Settings: Click this link to access the customization area where you can add or change the stages of your sales cycle.
- Customize Stages: Within the settings, you can adjust your pipeline to fit your specific business needs, such as renaming columns or reordering your workflow.
- Stage Columns: By default, your deals are organized into stages including New Lead, Discovery, Proposal, and Negotiation.
- Stage Totals: Each stage header shows 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.
- Deal Tracking: Individual cards on the board show the Deal Name, Customer, and the Total Amount for quick reference.