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Pipeline board

Every deal as a card in its stage. Drag one along.

Illustration · Dragging a deal to Proposal, the totals following
On this page 4 sections

The board shows the whole pipeline at once, each stage with its count and total.

Try it

In Ordo
  1. Opportunities
  2. Board
  3. Drag a card

Dropping it on Won asks how they'll pay; on Lost, why.

How it works

  • Columns are stages: with how many deals and how much in each.
  • Drag to move: the deal changes stage, with Undo in the message.
  • By company: each company's deals in one row, in their stages.
  • Recently changed: the latest moves first, with when.

Good to know

Click a card without dragging and the deal opens.