Pipeline

Intermediate · 6 min · Customers & leads

The Pipeline shows your deals grouped by stage, so you can see what is close to closing and where deals are getting stuck.

Open this screen in Stockivio →

Pipeline

Screen layout sketch — the screenshot will appear here once it is added.

Why and when you use it

When you have many leads, you need to know which ones are worth your time this week. The pipeline puts deals in stages from first talk to won or lost, so the owner can see expected business and push the deals that are near the end. Sales managers use it in their weekly review; salesmen use it to plan follow-ups.

Before you start

Add the lead in Leads
Log at least one conversation in Activities

Step by step

Open PipelineIn the left sidebar, under Stockivio ERP, open Pipeline. Deals are shown by stage.
Create the dealTurn a serious lead into a deal and give it a value, for example the expected monthly business.
Place it in the right stagePut the deal in the stage that matches reality, for example still discussing, rates sent, or agreed. Be strict: a deal moves only when something has really happened.
Move deals as they progressAfter each step in Activities, move the deal to the next stage.
Review the pipeline weeklyLook for deals that have stayed in the same stage for a long time and decide on a next action for each.
Close as won or lostWhen the customer agrees, mark the deal won and add them in Customers. If they decline, mark it lost with a reason.

Worked example

Sharma Traders has three deals in progress on the Sanganer route. Shree Balaji General Store, worth about ₹35,000 a month, has accepted the rate list after the sample visit on 18 Nov 2026.

The owner opens Pipeline and finds the Shree Balaji General Store deal in the rates-sent stage.
He moves it forward to the agreed stage after reading Imran's activity note.
On 20 Nov the first order is confirmed, so he marks the deal won.
He then adds Shree Balaji General Store in Customers with its GSTIN, address, the Sanganer route and credit terms.

Result: The deal leaves the open pipeline and counts as won. The shop is now a customer and can receive orders and invoices.

💡 Tips

Give each deal a realistic value; an inflated pipeline gives false comfort.
Sort out stuck deals first in your weekly review: a call often revives them or closes them.
Keep the number of stages small so everyone uses them the same way.

⚠️ Common mistakes

Moving deals forward because you hope, not because the customer did something. Move a deal only after a logged activity.
Marking a deal won but never adding the customer, so the first order cannot be billed. Add the customer the same day.

Questions

Does a won deal create a customer automatically?

Do not rely on it. Check Customers after you win a deal, and add the customer with GSTIN, address and route if it is not there.

🎬 Video walkthrough (script — recording coming soon)

Scene 1: Open Pipeline and explain the stages.
Scene 2: Find the Shree Balaji General Store deal and its value.
Scene 3: Move it to the agreed stage after reading the activity note.
Scene 4: Mark it won.
Scene 5: Add the shop in Customers to finish the job.