Pipeline Visualization
Interactive pipeline boards with drag-and-drop stage management, AI probability scoring, and revenue forecasting.
Pipeline visualization displays deal progression on interactive boards with drag-and-drop stage management, probability weighting, and revenue forecasting.
How it works
Each deal belongs to a designated pipeline and appears on a visual board with stage layouts and status indicators. You move deals between stages with drag and drop. Probability weights configured per stage feed revenue forecasts, and AI scoring adds per-deal predictions. Updates synchronize across connected clients in real time, and AI probability analysis is stored in JSONB to avoid recomputation.
Key capabilities
- Interactive boards showing deal progression across stages.
- Drag-and-drop stage transitions.
- Stage Predict AI scoring (0 to 100) for advancing to the next stage.
- Sign Probability AI scoring (0 to 100) for deal closure likelihood.
- Per-stage probability weighting for revenue forecasting.
- Cross-module coordination with leads, companies, and contacts.
- Automated activity logging of deal actions and stage events.
- Real-time synchronization via SSE and Ably pub/sub.
- JSONB persistence of AI probability data.
- Multi-language interface with browser detection.
Tips
Set realistic per-stage probability weights before relying on the revenue forecast, since the forecast is derived from those weights.