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Glossary · 40 terms

What Is a Sales Pipeline?

A sales pipeline is a visual view of all open deals organised by stage, from new lead to won or lost, used to manage and forecast sales.

DefinitionSales pipeline

A sales pipeline is a visual view of all open deals organised by stage, from new lead to won or lost, used to manage and forecast sales.

A sales pipeline is a visual view of every open deal arranged by stage, typically from New Lead → Contacted → Qualified → Proposal → Negotiation → Won/Lost. It shows where each opportunity stands, what it's worth and what needs to happen next.

Why it matters

  • Clarity: everyone sees the same picture of sales
  • Forecasting: the sum of open deal values, weighted by stage, predicts revenue
  • Bottlenecks: conversion rates between stages show where deals die
  • Accountability: every deal has an owner and a next action

Pipeline vs funnel

A funnel describes how prospects narrow down (many leads, fewer customers). A pipeline is the working list of specific deals your team is moving forward.

Healthy pipeline habits

  • 5–7 stages with clear exit criteria
  • A dated next action on every open deal
  • Lost reasons recorded for every lost deal
  • A weekly pipeline review

Example

A B2B agency notices many deals stall at "Proposal Sent". It adds a proposal-review call within 48 hours, and conversion from proposal to negotiation improves.

CRM · Lead scoring · Lead generation

Guide: sales pipeline stages template.

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