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Six stages, one board

Visualize & Accelerate Your Sales Pipeline

Every deal, the stage it is in, and how long it has been sitting there. Drag it forward when it moves. The board is the record, not a picture of one.

Unlimited deals and unlimited users. MIT licensed, self-host it anywhere.

The board is the pipeline

Not a dashboard that reads the pipeline once a night. Deals sit in columns, you drag them, and the change is written the moment you let go.

  • Drag to move Stage changes are a server call Dropping a card posts to the move endpoint, which revalidates the transition and stamps the time it happened. The board is a view of the data, not a local reordering.
  • Aging Stalled deals surface themselves Every deal tracks how long it has sat in its current stage. Each stage carries an expected duration your org can set, and deals past it are flagged where you can see them.
  • Weighted value Amount times probability, summed The header total is the plain sum. Beside it sits the weighted figure, every deal multiplied by its own probability. One number for what is on the table, one for what is likely.
Task boards take columns you define, with WIP limits
[ APP.BOTTLECRM.IO/PIPELINE?VIEW=BOARD ]
What you can actually measure

Six numbers, and no invented seventh

This is the whole list. BottleCRM does not ship win-rate modelling, conversion funnels or cycle-length reporting, so this page does not claim them.

Pipeline value by stage

Count and value for all six stages, in your org default currency.

Weighted pipeline

The sum of every open deal multiplied by its own win probability.

Time in stage

Days on the current stage per deal, against the expected duration you configure.

Stalled deals

Filter the list to only the deals that have run past their stage budget.

Goal attainment

Revenue and deal-count targets per person, with a team leaderboard.

Any filtered total

Narrow by owner, stage or date and the count and both totals recompute for that slice, not for the page you are looking at.

Questions

Before you move your deals over

Still not sure?

The source is public. Read the pipeline code before you trust a word on this page.

What are the deal stages, and can I change them?

Deals move through six fixed stages: Prospecting, Qualification, Proposal, Negotiation, Closed Won and Closed Lost. They are not editable, and that is deliberate: one shared set is what makes the weighted total and the time-in-stage comparison mean the same thing for every deal in the org. If you want columns you define yourself, task boards give you those, with a work-in-progress limit per column.

How does the board know a deal has stalled?

Each deal records when it last changed stage, so the days it has spent where it is are always known. Your org sets an expected duration per stage, and anything past that is flagged. You can filter the list down to just those deals rather than hunting for them.

What can I filter the board by?

Owner and tags on the board itself. The list view runs considerably more, including stage, currency, close date and the stalled subset. Switching between board and list keeps the filters both layouts can honour, so you do not silently lose a filter by changing the view.

Are deals linked to the rest of the CRM?

Yes. A deal belongs to an account, carries its own line items, and holds comments, attachments and a full change history. Tasks can be pinned to it. It is one database, not a pipeline tool bolted onto a contact list.

Put your deals on a board you own

No per-seat fee, no deal cap, no trial clock. Host it yourself, or let MicroPyramid run it.

MIT licensed Unlimited deals 100% data ownership