FIGR / UI TEMPLATE

Deal Pipeline

A CRM pipeline that helps sales teams scan active deals, spot risk, compare stages, and move opportunities without opening every record.

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At a glance

Screen

Pipeline

Primary action

Review and move deals

Pattern

Kanban board

State

Default

Design system

Atlas Enterprise

What this screen helps with

Sales reps need to know what changed, which deals need action, and where each opportunity sits. Managers need a quick read on pipeline health.

What to look for

Sales-specific stages
Deal value and account
Owner and next activity
Filters for owner, team, and value
Quick access to deal detail

States to consider

Empty pipeline
No results after filters
Deal moved successfully
Import in progress
Permission denied

Where it fits

CRM Home → Deal Pipeline → Deal Detail → Edit Deal → Closed Won

Patterns in this screen

Kanban, filters, status, avatar, drag and drop, side navigation

UX choices to review

Show enough deal context on each card to support triage, but keep deeper account detail one click away. Use sales stages, not generic task stages.

Try a similar screen in Figr

Create a high-fidelity CRM deal pipeline for a B2B sales team. Use realistic sales stages, accounts, values, owners, next actions, filters, and a clear path into deal detail.

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