Understanding the pipeline
The pipeline is a board of your clients, one card per client, organised by stage. Drag a card to another column, or use the arrows on the card to move it one stage back or forward. Click the name to open the client.
On a phone the board shows one stage at a time. Choose the stage from the menu above the cards; each stage shows how many clients are in it.
The stages
The board runs New Lead → Attempted → Contacted → Appointment Set → Appointment Met → Active Client → Under Contract → Closed. Clients you are not actively working sit off the board under Nurturing, Sphere and Past Client, shown as buttons above the board. Stage names can be renamed in Settings.
Deals on a card
A client's open deals are shown on their card: whether they are buying or selling, and the name of each deal. A client with more than one open deal, such as a sale and a purchase, still has one card, with the number of deals on it.
When a client has one open deal, moving the card moves that deal too. When they have several, move each deal from the Deals card on the client's page.
If a client already has a deal with no property on it and you make a deal from one of their properties, the property is added to that deal rather than a second deal being opened.
Pipeline Volume and Est. Commission
Pipeline Volume is business that is signed and moving: the open deals of clients in the Active Client and Under Contract columns. The dashboard shows how much is under contract and how much is with active clients.
A budget a lead mentioned before signing with you is not counted, and neither are deals on clients parked under Nurturing, Sphere or Past Client. They count as soon as the client moves to Active Client.
Each deal counts at the sale price set in the commission editor, if one was set; otherwise at its listing price for a seller, or the middle of the price range for a buyer.
Est. Commission is your net on those same open deals, from the compensation entered on each one. A deal with a price but no compensation adds to Pipeline Volume but not to Est. Commission, so enter the rate or fee on each deal to see it counted.
Closed and lost deals are not counted in either figure. The dashboard, the Commission page and Insights all show the same numbers.
