Sales Pipeline Management

Close deals faster and more often with dynamic sales pipeline management tools. Capture all the details of a sales opportunity, then progress deals through stages with a simple drag-and-drop tool.

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Feature highlights

  • Project revenue, adjust strategy, and quickly focus efforts with the Pipeline view featuring in-context KPIs, an actionable sales pipeline, an interactive sales funnel, and advanced filtering.

  • Focus on the most relevant sales details with in-context KPIs that provide an instant roll-up of metrics like opportunity close rate, closed-won value, open deals, and more based on filters you apply. Or create custom KPIs to suit your company’s needs exactly.

  • See a visual representation of all opportunities organised by sales stage with the actionable sales pipeline. Drag-and-drop opportunity tiles to progress deals through stages. Drill into any opportunity for more detail.

  • View the total count and value of all open opportunities in your pipeline with the interactive sales funnel. Apply filters to see data by rep, sales stage, date range, and more. Hover or drill-through each stage for more detail.

Need more information?

Watch informative videos to learn more pipeline management.

Ready to get started?

Pipeline management is available to active Act! subscribers.