Webmecanik Pipeline offers three complementary view modes to track your sales opportunities depending on your daily needs.
📊 Pipeline view: manage your sales process via drag-and-drop
The Pipeline view provides a clear visual breakdown of your sales cycle, organized into columns representing each stage.
- Quick status updates: Change an opportunity's status instantly by dragging and dropping its card into a different column.
- Visual workflow: Track active deals in real time and see your sales volume across every stage of the pipeline.
📅 Forecast view: anticipate revenue by closing date
The Forecast (Calendar) view helps you plan ahead and project your sales activity over time.
- Timeline display: Opportunities are automatically placed in the corresponding month based on their specified closing date.
- Financial projections: Instantly evaluate the total revenue expected for upcoming months.
📋 List view: analyze detailed opportunity data
The List view centralizes your deals into a comprehensive table designed for structured analysis.
- Full visibility: View both the overarching state (won, lost, or open) and the specific status (New, Qualified, etc.) for every deal.
- Detailed overview: Access key details in one place, including deal amount, contact, company, and assigned owner.
🔀 How to switch between views?
To switch view modes, use the three icons located in the top-left corner of your dashboard.
- Pipeline icon: Displays the Kanban board for drag-and-drop management.
- Calendar icon: Opens the monthly Forecast view based on closing dates.
- List icon: Displays the detailed table view.
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