Sales pipeline
A sales pipeline arranges open deals by stage, from the first contact to a deal won or lost.
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Explanation
Stages differ by company, but a typical row is: first contact, needs assessment, quote sent, negotiation, won or lost. Each deal sits in a column, and moving it on is a single gesture.
A pipeline shows how many deals and how much value sit in each stage, and where they stall. A deal that has stayed in one stage much longer than usual usually needs attention.
How HelloTeam does it
In HelloTeam the Deals module (free) shows the pipeline as a board; a company can have several pipelines with their own stages and fields. Reports show time in each stage and stalled deals.
Module: Deals (free).