Deal Pipeline

v1.0.0·Added in 1.0.0

The sales pipeline: stages with weighted totals, a forecast summary, drag between stages with a lost reason, and a list view.

The summary on top reads the open pipeline, the weighted forecast, what was won this month and the win rate (a small ring); on a phone it is a 2 x 2 grid that folds to one line ("Pipeline $224,850 · weighted $118,065") with a tap on its chevron. Each stage is a column: its header shows the count and the probability, the line under it the total and the weighted total, and won and lost columns are tinted green and red. Drag a deal with the mouse (after 8px) or a long press on touch (250ms, with a haptic tick) to another stage: while it is lifted its probability bar already grows or shrinks to the stage under it, and on the drop the header totals fade to their new values. Drop it on Lost and a dialog (a bottom sheet on phones) asks why: arrows pick a reason, Enter confirms, the last reason opens a text field (Cmd / Ctrl + Enter confirms from it), Escape or Cancel sends the card back. A deal dropped on Won pops and shows a green check for a moment. While a move saves, the card shows a spinner; if the save fails, the card springs back and the reason is announced. With the keyboard every card is a Tab stop: Space lifts it, arrows move it (Left / Right change stage), Space drops, Escape cancels, Enter opens it, and Shift + F10 or the Menu key opens its ⋯ menu (Move to, Mark as won, Mark as lost and your own actions). The toolbar switches between Board and List (arrows move inside it), filters by owner with avatar chips that toggle (they scroll sideways on a phone) and hides the closed stages with a switch. The list view is a table grouped by stage, with a band per stage and the deal's value, probability, owner, close date and days in stage; rows open on click or Enter, and on a phone every row is a card. Deals past their close date turn red with a crossed calendar, and deals stuck longer than staleAfterDays in a stage get an amber "18 days in stage" chip. On a phone the board shows one stage at a time with the next one peeking and a chip row to jump between stages. Reduced motion drops the pop, the tilt and the growing bars and keeps short fades.