Skip to content

Set Up a Sales Pipeline

A sales pipeline in Grovana is a Kanban view of your Opportunities object, where each column represents a stage in your sales process.

Step 1: Configure Your Stages

Stages are defined in the Opportunities object's Stage field.

  1. Go to Settings → Data Model
  2. Select Opportunities
  3. Find and click the Stage field
  4. Add, remove, or rename stages to match your process
Stage Purpose
New Fresh opportunities just identified
Qualified Confirmed as a good fit
Meeting Engaged in discussions
Proposal Proposal sent
Negotiation Working on terms
Closed Won Deal successful
Closed Lost Deal unsuccessful

Note

5-7 stages is optimal. Too many stages make the pipeline hard to scan; too few lose visibility into deal progress.

Step 2: Create a Pipeline View

  1. Go to Opportunities
  2. Click the view dropdown → + Add view
  3. Name it "Sales Pipeline"
  4. Click Create
  5. Open Options and select Kanban as the layout

The view automatically uses the Stage field for columns.

Step 3: Configure Your View

Show Key Fields

  1. Click Options → Fields
  2. Look for fields in the "Hidden Fields" section
  3. Click the eye icon to display: Company, Amount, Close Date, Owner

Enable Aggregations

Show totals at the top of each column:

  1. Click the number displayed next to a Stage name at the top of a column
  2. Select the aggregation type (Count, Sum, Average, etc.)
  3. Choose the field to aggregate (e.g., Amount)

Example: Show total deal value per stage by aggregating the Amount field with Sum.

Use compact view (optional)

For a high-level overview with minimal card content:

  1. Click Options
  2. Turn on the toggle for Compact view

Step 4: Create Personal and Team Views

"My Pipeline"

  • Filter: Owner = Me
  • Visibility: Unlisted (personal view)

"Team Pipeline"

  • Filter: None (show all)
  • Visibility: Workspace (shared view)

"Closing This Month"

  • Type: Table
  • Filter: Close Date = This month, Stage ≠ Closed Won, Stage ≠ Closed Lost
  • Sort: Close Date ascending

Working with Opportunities

Creating Opportunities

  • Click + New in the Opportunities view
  • Or click + in a specific stage column

Moving Through Stages

Drag and drop opportunity cards between columns to update their stage.

Best Practices

Pipeline Hygiene

  • Update deals daily as they progress
  • Move or close stale deals promptly
  • Keep close dates realistic

Stage Discipline

  • Define clear criteria for each stage
  • Move deals promptly when criteria are met
  • Don't let deals sit in stages too long