Deal Pipeline

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

Deal Pipeline
Use this template in Figr

Template facts

Screen

Pipeline

Primary action

Review and move deals

Pattern

Kanban board

State

Default

Design system

Atlas Enterprise

What this screen helps users do

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

Key elements

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

States worth designing

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

Where this screen sits in the flow

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

Patterns used

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

Why these choices work

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.

Start from this 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.

Open Figr