Pipeline and Deal Management
Deskmantle gives you a visual, drag-and-drop pipeline to track every deal from first contact to close. You can create multiple pipelines for different sales processes and get AI-powered forecasting.
Understanding Pipelines
A pipeline is a series of stages that represent your sales process. The default pipeline includes:
- Lead — initial contact, no qualification yet.
- Discovery — understanding the prospect's needs.
- Proposal — you have sent a proposal or quote.
- Negotiation — terms are being discussed.
- Closed Won — deal is signed and revenue is booked.
- Closed Lost — deal did not close. Deskmantle tracks the reason for loss.
You can customize stage names, add new stages, or create entirely separate pipelines in Settings > CRM > Pipelines.
The Kanban Board
Navigate to Deals in the sidebar to see the Kanban view. Each column represents a pipeline stage, and each card is a deal. Drag cards between columns to move deals through stages. Every move is logged with a timestamp.
Deal Details
Click any deal card to see the full detail view:
- Value and currency
- Expected close date
- Associated client and contacts
- Deal owner (team member)
- Activity timeline — emails, calls, notes, stage changes
- AI deal score — probability of closing based on historical patterns
- Files and proposals attached to this deal
Forecasting
Deskmantle generates revenue forecasts automatically:
- Weighted pipeline — each stage has a probability weight (configurable). The forecast multiplies deal value by probability.
- AI forecast — Desk analyzes deal velocity, engagement patterns, and historical close rates to generate a more nuanced prediction.
- Time-based view — see expected revenue by week, month, or quarter.
Pro tip: Use the list view toggle in the top-right of the Deals page for a spreadsheet-style view that is easier for bulk updates and exports.