Sales & CRM
Sales Pipeline
Manage deals by size and probability of closing. Rows are Deal Size (Small (<$5k), Mid ($5k-20k), Large ($20k+)); columns are Stage (Lead, Qualified, Proposal, Negotiation, Closed Won).
What the two axes are
Rows — Deal Size
- Small (<$5k)
- Mid ($5k-20k)
- Large ($20k+)
Columns — Stage
- Lead
- Qualified
- Proposal
- Negotiation
- Closed Won
And then pivot it
The same cards answer a different question when you swap the axes. Put Stage down the side and Deal Size across the top and the board re-sorts itself — nothing is duplicated, nothing is re-entered, and every card keeps both of its values.
Start with Sales Pipeline
Create a free account and the board is waiting, facets and values already in place.
Frequently Asked Questions
Manage deals by size and probability of closing. Rows are Deal Size (Small (<$5k), Mid ($5k-20k), Large ($20k+)); columns are Stage (Lead, Qualified, Proposal, Negotiation, Closed Won).
Yes — that is the point of a two-axis board. Deal Size and Stage can trade places in one click, and the grid re-sorts without duplicating or re-entering anything.
Yes. Every template is free on every plan, including Free, which allows five boards per space.