ERP Mobi

What is a sales pipeline?

A sales pipeline is the visual representation of your deals in progress, organized by stage — from first contact to won or lost.

Typical stages

Most SMB pipelines are variations of the same journey:

  • Lead — someone showed interest
  • Qualified — worth pursuing, fits your offer
  • Proposal — terms are on the table
  • Negotiation — details being closed
  • Won / Lost — the outcome, recorded

What a pipeline gives a small team

The pipeline turns 'how are sales going?' from a feeling into a board: how many deals, at which stages, worth how much. In ERP Mobi, the board is drag-and-drop and each won deal flows straight into receivables.

    What Is a Sales Pipeline? | ERP Mobi Glossary