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Template. You can change anything about this app by describing it in its build chat. See App templates.
Track your team’s deals through the stages of your sales pipeline. Each deal links to a company and contact in your CRM, carries a value, an owner, and a win probability, and keeps notes and a full activity history. A chart view shows your open pipeline, win rate, and what you’ve closed over time. Category: Trackers, Dashboards · Used by: your team · Works with: CRM, Invoices, Contracts, Forms This app is for your internal team only. Clients who open it see a message that it’s for internal team members, and they never see deals, stages, values, or notes.

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Features

  • A pipeline with six starting stages: Lead, Qualified, Proposal, Negotiation, Closed won, and Closed lost, which admins can rename, recolor, reorder, and extend
  • Three views: Kanban with drag-and-drop stage changes, Table with bulk actions, and Chart with pipeline totals and win rate
  • Saved views, each with its own filters, so every teammate can keep the views they use most
  • Deals linked to a CRM company and primary contact, with the option to hold a new company back from the CRM until the deal is won
  • A win probability on every deal that follows its stage by default, or that you can set by hand
  • Notes with @mentions, copied to the company’s or contact’s notes in your CRM, plus an activity history of every change
  • Invoices, contracts, and forms linked to a deal, with their live status
  • Import deals from a CSV file
  • Notifications when you’re assigned a deal, when a deal moves stage or closes, when you’re mentioned, and when a deal passes its expected close date

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How to use it

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For your team

  1. Open the app and click Create deal, or click the plus on a stage column to create it in that stage.
  2. Enter a Title. This is the only required field.
  3. Pick a company and a primary contact from your CRM, or create a new company and contact right there.
  4. Optionally set the Value ($), Stage, Owner, Collaborators, Expected close date, Probability, Source, and Description.
  5. Click Create deal. New deals start in the stage marked as the default entry stage unless you pick another.
When you create a new company on a deal, choose what happens to it: Immediately adds it to your CRM now, and When this deal is Closed Won keeps it on the deal only. A held-back company is marked Will be added to CRM when this deal is won. When the deal moves to Closed won, the company and contact are created in your CRM. Admins set the default for each pipeline under Default CRM behavior.
Drag a deal’s card to another column on the Kanban view, or change its Stage on the deal. Moving a deal to Closed won or Closed lost asks for the Final value ($), Close date, and, for a lost deal, a Lost reason such as Price, Timing, or Went with competitor. Moving a closed deal back to an open stage reopens it and clears its close details. A deal’s probability follows its stage’s default win probability unless you’ve set it by hand.
Switch to the Table view to see deals as rows with their Title, Company, Stage, Value, Probability, Owner, Close date, and Status. Select several deals to Move to stage, Assign owner, or delete them at once. Moving several deals to a closed stage asks for one set of close details for all of them.
Use search and Filters to narrow deals by Status, Stage, Owner, Value, Close date, or company. To keep a set of filters, click the add view button next to the view tabs and name the view. Views are your own; teammates don’t see them. You need to keep at least one view.
The Chart view shows Open pipeline, Total value, Win rate, Value by stage, and Closed won over time, for the deals in your current filters. Use the comparison picker, which starts at No comparison, to compare the numbers with another period.
  1. From the app’s actions menu, choose Import deals from CSV.
  2. Choose a file or drop it in. It needs a header row and at least one deal.
  3. Match your columns to deal fields: Deal title is required, and Company, Value, Stage, Expected close date, Source, and Description are optional.
  4. Import. A company that isn’t in your CRM, or a stage that isn’t in your pipeline, is left blank rather than stopping the import.
Admins choose Edit pipeline from the app’s actions menu. There you can change the Pipeline name, the Stage order, each stage’s name, color, and Default win probability, which stage New deals start here, the Default CRM behavior, the order of the view tabs, and which company custom fields show on deals under Custom fields to display. A pipeline needs at least two stages, with exactly one closed won stage, one closed lost stage, and one entry stage. A stage that still has deals can’t be deleted until you move them. Admins can also add, rename, and recolor stages directly on the board.
Open the deal and click Delete deal. This removes its notes, activity, and linked records from the app. It can’t be undone.
If an admin has limited a teammate to certain companies, that teammate only sees deals for those companies. When the app is opened from a company’s page in your CRM, it shows only that company’s deals.

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Notifications

All notifications go to the deal’s owner and collaborators, never to the person who made the change, as an email and an in-product notification.
  • When a deal is assigned or its owner changes, the owner and collaborators are notified, and new collaborators are notified when they’re added.
  • When a deal moves stage, the owner and collaborators are notified.
  • When a deal is won or lost, they’re notified with the final value or the lost reason.
  • When someone mentions you in a note, you’re notified with the note.
  • When an open deal passes its expected close date, the owner and collaborators are notified once. Moving the date later sets up a new reminder.
To change who’s notified or what the messages say, see Configuring notifications.

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Set it up

1

Add the template

Click Add App in the Dashboard sidebar. Find Sales pipeline tracker under Start from a template, or scroll down to Browse all apps and pick the Trackers filter.
2

Try it as your team

The app lands in your sidebar as a draft with a starting pipeline. If you’re an admin, choose Edit pipeline to match the stages to your sales process, then create a test deal or import a few from a CSV.
3

Publish it

Publish the app so your team can use it. Clients never see it. See Launching apps.

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Change it with the app builder

This app is a template, so you can change anything about it by describing what you want.
1

Open the build chat

Open Sales pipeline tracker from your Dashboard sidebar, click its name at the top, then click Switch to builder.
2

Describe the change

Write what you want the way you’d ask a teammate. Say who it’s for and where it shows up, such as the board, the table, or the chart.
3

Check the preview

The app builder makes the change and updates the preview. Switch to Team view to check it.
4

Publish

Click Publish when you’re happy. Until you do, your team keeps seeing the last published version.
Changes people often make to this template:
  • “Show the weighted value, value times probability, on each stage column and in the chart”
  • “Add a client page where each client sees their own deals with a simple status, without stages, probability, or notes”
  • “Let admins run more than one pipeline, such as New business and Renewals”
  • “Send the overdue reminder three days before the expected close date instead of after”
  • “Add Annual and Monthly to deals as a Billing type and filter the table by it”
  • “Add Budget and Partner to the lost reasons”
See Iterating on apps for how to describe changes well and how to go back to an earlier version. To rename the app, or change who can see it and how it notifies people, click its name at the top and choose Rename app or Manage app.

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View this template on assembly.com