The Pipeline in Q-Revenue provides a visual way to track prospects as they move through your sales stages. By configuring pipeline behavior, you can control how prospects appear, how stages function, and how deal progress impacts your revenue forecasts.

This guide explains how pipeline behavior works and how to configure it effectively.

What the Pipeline Shows

The Pipeline dashboard displays your prospects organized by sales stages defined in your Sales Template.

Each column represents a stage in your sales process.

Typical stages may include:

• Contact Prospect

• Book Discovery Call

• Proposal Sent

• Execute Proposal

Each stage shows:

• Number of prospects in the stage

• Total deal value

• Weighted forecast value

Example from the dashboard:

Contact Prospect

• Prospects: 29

• Total Value: $36,250

• Weighted Value: $18,125

Weighted value is calculated using the stage probability assigned in the sales cycle.

Understanding the Pipeline Layout

The pipeline uses a Kanban-style board, where each prospect appears as a card.

Each prospect card shows:

• Prospect name

• Deal value

• Stage probability

• Close date

• Status indicators (Hot, Active, Stalled, Past Due)

• Owner information

Sales teams move prospects across stages as deals progress.

Pipeline Filters

At the top of the pipeline dashboard, filters allow you to control what prospects appear.

Available filters include:

Search Prospects

Quickly locate a prospect by name.

Owner

Filter prospects by specific sales representatives.

Sales Template

View prospects associated with specific sales cycles.

Time Filter

View deals based on close date ranges.

Sort Options

Sort prospects by fields such as Close Date.

These filters help managers analyze pipeline performance by team, template, or time period.

Pipeline Health Indicator

The pipeline health score appears in the top-right corner of the dashboard.

Example:
Pipeline Health: 100 – Healthy

This score reflects the overall condition of your sales pipeline based on:

• Prospect progression

• Stalled deals

• Past due deals

• Timeline adherence

Color indicators highlight issues:

• Red – Past Due prospects

• Yellow – Stalled prospects

• Green – Healthy progress

This helps managers quickly identify pipeline risks.

Prospect Status Indicators

Each prospect may show activity indicators such as:

Hot
Indicates a high-priority prospect with strong engagement.

Active
Shows that the deal is progressing normally.

Stalled
The prospect has not moved stages within the expected timeframe.

Past Due
The deal has exceeded its expected stage or close date.

These indicators help teams focus attention on deals requiring action.

How Pipeline Behavior Works

Pipeline behavior is determined by the Sales Template configuration.

Each template defines:

• Sales stages

• Stage order

• Stage probabilities

• Expected timeline for each stage

As prospects move through stages:

• Forecast values update automatically

• Timeline analysis tracks progression

• Pipeline health recalculates

Moving Prospects Through the Pipeline

Prospects move through the pipeline as sales activities progress.

To move a prospect:

1. Open the pipeline board

2. Drag the prospect card to the next stage

3. Confirm the stage update

When a stage changes:

• The deal probability updates

• Forecast calculations refresh

• Timeline tracking updates

Monitoring Pipeline Performance

The pipeline view allows managers to quickly analyze:

• Total pipeline value

• Weighted forecast revenue

• Stage distribution

• Sales rep activity

• Deal progression speed

This helps identify:

• Bottlenecks in the sales cycle

• High-performing sales reps

• Deals that require intervention

Best Practices for Pipeline Management

To keep your pipeline accurate and useful:

✔ Update deal stages regularly
✔ Ensure close dates are realistic
✔ Investigate stalled prospects quickly
✔ Maintain accurate deal values
✔ Review pipeline health frequently

Consistent pipeline management leads to more reliable revenue forecasts.