Overview

The Pipeline module tracks deals from first opportunity to closed-won or closed-lost. It pairs a visual deal board with AI scoring that predicts which deals will close and flags the ones at risk.

Pipeline areas

• Overview — a dashboard of metric cards, charts, recent deals, and a "needs attention" list
• Deals — the kanban board and list view where you work deals day to day
• Forecasting — revenue projections and deals that need attention
• Reports — conversion, win/loss, and deal analytics
• Settings — stages, deal custom fields, stall detection, and display preferences

Stages

Deals move through pipeline stages. If you have no stages yet, Revnator seeds six sensible defaults. In Pipeline Settings you can rename stages, reorder them, set a colour and a probability for each, and mark which stages count as Won or Lost.

The deal board

Pipeline → Deals shows a kanban board with drag-and-drop between stages, plus a list-view toggle. Each card shows the deal value, the linked account, a probability badge, the close date (red when overdue), and a days-in-stage indicator.

AI on the board

Every deal card carries a coloured left border from AI scoring — green for healthy, amber for watch, red for low score or at-risk — and a ⚠️ icon when the deal has been flagged at risk. See Forecasting for how AI deal scoring works.