Sales pipeline

A sales pipeline is the visual sequence of stages a deal moves through from first contact to closed won or lost. It shows, at a glance, what you are working on, where each deal stands, and what is likely to close — so a team can prioritise and forecast.

Typical pipeline stages

Stages vary by business, but a common shape runs from a first conversation to a signed deal.

  • Qualified — a real opportunity worth pursuing.
  • Demo or discovery — showing fit and understanding needs.
  • Proposal — pricing and terms are on the table.
  • Negotiation — closing the remaining gaps.
  • Won or lost — the deal closes one way or the other.

Why the pipeline only works if it stays current

A pipeline is only useful if it reflects reality, and it drifts the moment deals stop being updated. The fix is to tie movement to a next action: in NeoKivo every open deal must have one next step with a due date, and the Focus view surfaces the overdue ones — so the board stays honest without constant manual upkeep.

FAQ

What are the stages of a sales pipeline?+

A common sequence is qualified, demo/discovery, proposal, negotiation, then won or lost. The exact stages depend on how you sell, and a good CRM lets you name them to match your process.

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