A pipeline should show you where every deal stands at a glance - not bury you in clutter. SalesSheet gives you a Kanban board with collapsible stages, instant search that scrolls directly to the matching deal, saved views for different workflows, and support for multiple pipelines so your sales process, partnerships channel, and onboarding funnel each get their own space.
Kanban board with 8 real stages (Lead/New, Qualified, Discovery, Proposal, Negotiation, Closing, Won, Lost), collapsed stages, search with scroll-to-highlight, saved views dropdown, and pipeline selector
Every sales team works differently. SalesSheet gives you the flexibility to build a pipeline that matches how you actually sell.
See your entire pipeline as a drag-and-drop Kanban board. Each stage is a column, and deals are cards you can move between stages with a quick drag. Collapse stages you do not need to see right now - like "Won" and "Lost" - to focus your screen real estate on active deals. Expand them anytime with one click. The default pipeline ships with eight stages (Lead/New, Qualified, Discovery, Proposal, Negotiation, Closing, Won, Lost) and each card shows deal value, contact name, owner avatar, and priority badge. Rename, reorder, or add stages at any time with the Manage Stages dialog.
Type a deal name, contact name, or company into the pipeline search bar and SalesSheet instantly finds the matching card - even across collapsed stages. The board automatically scrolls to the right stage column and highlights the matching deal card with a visible glow effect. No more scanning every column trying to find one deal among hundreds. Search, find, click - three seconds flat.
Create separate pipelines for different workflows - one for new business, another for renewals, a third for partner referrals. Each pipeline has its own stages, its own deal cards, and its own settings. Within any pipeline, save filtered views like "My Deals," "Deals Closing This Month," or "Stale Deals Over 30 Days." Switch between views with a single click to see exactly the slice of your pipeline that matters right now.
Define the stages that match your actual sales process. Start with the default template (Lead/New, Qualified, Discovery, Proposal, Negotiation, Closing, Won, Lost) or create completely custom stages. Reorder them with drag-and-drop, set default probabilities for forecasting, and choose which stages to collapse by default. You can add, rename, or remove stages at any time without losing deal data - deals in removed stages are moved to a stage you choose.
Create a new deal from the pipeline board, from a contact record, or from the quick-add button anywhere in SalesSheet. Assign it to a stage, set the deal value and expected close date, and link it to a contact and company. As the deal progresses, drag its card from one stage to the next. The timeline tracks every stage change with timestamps, so you can see exactly how long deals spend in each phase of your process.
Use the pipeline search bar to find any deal instantly - the board scrolls to the matching card and highlights it. Apply filters to narrow the board to specific owners, date ranges, deal values, or tags. Save any filter combination as a named view so you can switch between "All Deals," "My Pipeline," and "High-Value Closing This Quarter" with one click. Each view remembers which stages are collapsed and which are expanded.
A clear pipeline is the difference between knowing where your deals stand and guessing. SalesSheet gives you the visual clarity, search speed, and flexibility to manage any sales process. Start your free trial and build your pipeline in minutes.
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