Sales Pipeline
A visual representation of where each open deal sits in your sales process, from first contact to closed-won or closed-lost.
Definition
A sales pipeline is the structured set of stages an opportunity moves through on the way to becoming a customer — for example: new lead, qualified, proposal sent, negotiation, won, lost. Each stage has criteria for entry and exit, and reps update deals as they progress. Pipelines help forecast revenue, identify bottlenecks, and reveal where deals stall. They're typically visualized as a kanban board or funnel and live inside the CRM.
Example
A B2B SaaS team uses six pipeline stages. By looking at how many deals sit in "Demo Booked" versus "Proposal Sent," they can predict next month's revenue and where reps need help.
How it relates to WellPlan
WellPlan ships with drag-and-drop pipelines, custom stages, and per-stage automations so deals move forward without manual data entry. Learn more on the closing features page.
Related pages
Related terms
See Sales Pipeline in WellPlan
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