Proposal Pipelines

What it does

Proposal Pipelines show your proposals grouped by stage, giving you a visual overview of where each opportunity stands. This helps you forecast revenue and identify bottlenecks in your sales process.

Key actions

• View proposals grouped by pipeline stage
• Track conversion rates through stages
• See total pipeline value
• Monitor proposal ageing

Getting started

Go to Proposals and view the pipeline dashboard. Your proposals are automatically grouped by status, showing you the health of your sales pipeline.