Sales Pipeline
See Every Deal at a Glance
myday's visual pipeline shows you exactly where every deal stands. Drag-and-drop Kanban board. No complexity. Just clarity.
Your Pipeline, Visualized
Drag deals between stages. See total value per stage. Know your pipeline health instantly.
Why Visual Pipeline Matters
Instant Pipeline Visibility
See all your deals in one view. Know immediately what needs attention, what's stuck, and what's about to close.
Forecast Revenue
Each stage shows total deal value. Multiply by close rate to forecast this month's revenue.
Identify Bottlenecks
Deals piling up in one stage? That's your bottleneck. Fix it to improve close rates.
Coach Your Team
Sales managers can see where each rep's deals stand. Coach on specific opportunities.
Pipeline Features
Move deals between stages with a single drag. Update status instantly.
Define your own sales stages: Lead → Demo → Proposal → Negotiation → Won. Match your process.
Different pipelines for different products, regions, or sales processes. Up to 3 on Pro, unlimited on Business.
See which deals are at risk. Stale deals, missing follow-ups, and blockers are flagged automatically.
Define what data is required to move to the next stage. Ensure deal hygiene across the team.
Conversion rates by stage, average deal value, time-in-stage metrics. Know your numbers.
Pipeline vs Spreadsheet
| Capability | Spreadsheet | myday Pipeline |
|---|---|---|
| Visual deal status | Manual color coding | Automatic Kanban view |
| Drag-and-drop updates | No | Yes |
| Stage totals | Manual formulas | Automatic |
| Multiple pipelines | Multiple tabs/files | Built-in |
| Deal history | None | Full audit trail |
| Team collaboration | Conflict-prone | Real-time, conflict-free |
| Mobile friendly | Clunky | Responsive design |
Set Up Your Pipeline in 5 Minutes
- 1Start with our default stages
We include a standard pipeline: Lead → Qualified → Proposal → Negotiation → Won/Lost.
- 2Customize if needed
Add, remove, or rename stages to match your sales process. Set stage colors.
- 3Import your deals
Upload a CSV or add deals manually. Assign them to stages.
- 4Start selling
Use the pipeline daily. Drag deals forward as they progress. See your revenue grow.
Get Pipeline Clarity Today
Get started today and see your deals in a visual pipeline. No spreadsheets. No guessing. Just clear visibility into your sales.
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