How to Use the Pipeline Hub
Navigate the Pipeline Hub — switch between kanban, table, and card views, read the forecast panel, and act on attention alerts before deals go cold.
What is the Pipeline Hub?
The Pipeline Hub (CRM → Pipeline) is a command centre for your entire sales pipeline. It combines four views, a live revenue forecast, and automated attention panels that surface deals needing action before they go cold.
Switching views
Use the view toggle in the top-right corner:
| View | Best for |
|---|---|
| Kanban | Visual drag-and-drop stage management |
| Table | Bulk review, sorting by value or close date |
| Cards | Quick scan of deal summaries |
| Forecast | Revenue projection by close period |
Kanban view
- Drag a deal card between stage columns to move it
- Cards show deal value, company name, assigned rep, and days since last activity
- Overdue close dates are highlighted in red
Forecast view
The forecast panel shows:
- Weighted pipeline — total value × each deal's probability
- Coverage ratio — pipeline / quota (aim for 3×+)
- Committed — deals at 80%+ probability
- At risk — deals with no activity in 14+ days
Attention panels
Below the main view, three attention panels surface deals that need action:
| Panel | Trigger |
|---|---|
| Stalled deals | No stage change in 21+ days |
| Missing next step | Deal has no scheduled task or activity |
| Overdue close date | Close date has passed without a Won/Lost outcome |
Click any deal in an attention panel to open its detail drawer immediately.
Creating a deal
- Click + New Deal in the top-right
- Enter the deal name, company, value, stage, and close date
- Assign a rep (optional — defaults to the logged-in user)
- Click Create — the deal appears on the kanban immediately
Moving a deal to Won or Lost
- Won: Drag to the Won column, or open the deal and set Status to Won. If the deal has a linked proposal, Plenix prompts you to start the Q2C pipeline.
- Lost: Drag to the Lost column. Optionally record a lost reason.
Filters and search
Use the filter bar to narrow by:
- Assigned rep
- Stage
- Close date range
- Minimum deal value
Filters persist for your session. Share a filtered view by copying the URL.
Where to go next
- Understand the whole module → How CRM & Sales Works
- Next in this module → How to Run the Quote-to-Cash Pipeline
- How to Manage Campaigns in the Campaigns Hub
- How a Lead Becomes Cash
- See where this fits in the bigger picture → How a Lead Becomes Cash
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