Help Center· 1 min read

Deals, pipelines and forecasts

Track deals on a board, switch pipelines, and read the forecast and win probability.

Skyfalke Connect Team·
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Open CRM → Deals to see deals as a board, one column per stage. Drag a deal to move it.

  • Pipelines: create several (new sales, renewals, partners) under CRM → Settings, then switch between them from the board's title.
  • Forecast: the strip above the board shows the open pipeline, the weighted forecast (each deal counted at its win probability) and deals won this month.
  • Win probability: each open deal gets a predicted percentage based on how recently you've been in touch, how long it has sat in its stage, its close date and the tone of recent calls. Open the deal to see why.
  • At risk: deals that have gone quiet, stalled or passed their close date are flagged. Click At risk to see only those.
  • Export a pipeline to CSV from the board.

Admins set the deal currency, and can hide deal values from agents, under CRM → Settings → General.

#deals#pipeline#forecast#win probability
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Deals, pipelines and forecasts | Skyfalke Connect