Pipeline views: Kanban and Table

The Opportunities page can show your pipeline as a Kanban board or as a Table. Use the two view buttons in the Search & Filter card to switch. Kanban is the default.

Kanban view

• One column per open stage: Discovery, Qualified, Proposal, and Negotiation.
• Each column header shows the number of deals and their total value.
• Each card shows the deal name, account, value, probability, time to close, and owner.
• Click a card to open the opportunity.

Show closed deals

Closed deals are hidden on the Kanban board by default. Click Show Closed to add the Closed Won and Closed Lost columns; the number on the button tells you how many closed deals there are. Click Hide Closed to hide them again.

Table view

The table lists every opportunity, open and closed, with these columns: Opportunity Name, Account, Value, Stage, Probability, Close Date, and Owner. Click the opportunity name or View to open it, or the account name to open the account.

Close date indicators

Search opportunities

Type in Search opportunities... and click Search. Search matches the opportunity name, the owner, and the account name, so searching for a company shows all of its deals. Click Clear to reset.