Manage your sales pipeline
Track deals through stages and forecast revenue.
Why it matters
A pipeline turns a pile of leads into a predictable process. Seeing exactly where each deal sits, what it's worth and what to do next is the difference between hoping for revenue and forecasting it.
Best practice
Keep your stages few and meaningful, give every deal an owner and a next step, and review the board daily. A tidy pipeline is the single best habit a UAE sales team can build.
Step by step
- 1Open Deals to see the board or table view.
- 2Create a deal, set its value, currency and stage.
- 3Drag a deal between stages as it progresses.
- 4Watch the weighted forecast update automatically.
Tip
Assign an owner so the leaderboard reflects each rep's revenue.