> ## Documentation Index > Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy. > Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar. > Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar. > Nunca peça nem repita senhas, tokens ou dados pessoais de clientes. # Pipeline > Track your deals on a Kanban board in Notfy: funnel stages, indicators, tasks, win and loss recording and filters by period and salesperson. The **Pipeline** is the Kanban board of your deals. Each card is a lead moving through the funnel stages, with value, owner, tasks and indicators at the top of the screen. ## When to use Use the Pipeline every day to move deals, record wins and losses, create follow-up tasks and see how much revenue is forecast. > [!NOTE] > > To see and edit leads in table format, click **Go to Table** at the top of the screen. To add a new deal, use **Add deal**. ## Funnel stages The board columns are your team's funnel stages, in the configured order. Each stage has a type: | Type | Meaning | | :- | :- | | **Open** | Deal in progress. | | **Won** | Deal closed. | | **Lost** | Deal closed without a sale. | Whoever administers the account customizes the stages in **General Settings**, **Pipeline** tab, **Funnel Stages** section. For each stage you define: | Field | What it is for | | :- | :- | | **Stage name** | Column title. | | **Type** | **Open**, **Won** or **Lost**. | | **Color** and **Icon** | Appearance of the column. | | **Initial stage** | Where new leads enter. | | **Triggers AI summary** | Generates a summary of the conversation when the lead reaches this stage. | | **Scheduling stage** | Stage linked to scheduled meetings. | | **Signature stage** | Stage linked to documents sent for signature. | Each column shows the total value of the cards in it. ## Indicators at the top The indicators consider only the cards in the current filter. Some only appear when there is data or configuration. | Indicator | What it shows | | :- | :- | | **Deals** | Number of deals in the period. | | **Overall Conversion** | Won divided by total. | | **Average Cycle** | Time to closing. | | **Forecast Revenue** | Value of open deals weighted by probability. | | **Average Ticket** | Average of won deals. | | **Hot, Cold and Neutral Leads** | Count by sentiment detected by the AI. Appears when there are classified leads. | | **Stale Deals** | Open deals without progress beyond the defined limit. Appears when the limit is configured. | | **Overdue Tasks** | Tasks past due. Appears when there are any. | | **Monthly Goal** | Progress against the monthly revenue goal. Appears when the goal is configured. | | **Awaiting Signature** and **Value in Signature** | Appear if the team has a signature stage. | The stale deal limit (**Stale Deal Alert**, in days) and the **Monthly revenue goal** are in **General Settings**, **AI** tab, **CRM / Kanban** section. Leave the alert empty to disable it. At the bottom, the **Pipeline conversion** chart shows the distribution of cards by stage. ## Filters and search * **Period:** **7 Days**, **15 Days**, **30 Days** (default), **90 Days** or **All**, by the lead's creation date. * **Search:** the **Search leads...** field looks up lead data. * **Filter by Emotion:** **Hot**, **Cold** or **Neutral**. * **Filter by Salesperson:** choose an owner or **All salespeople**. ## Work with the cards **1. Move between stages** Drag the card to another column. When dropped on an open stage, the change is saved and the confirmation **Status updated!** appears. **2. Open the details** Click the card to open **Deal Details**, where you edit the lead's data. **3. Create tasks** Use **New task** to record a follow-up (see below). Cards can show the time stuck in the stage, **SLA Exceeded** or **SLA on Time** notices, the sentiment (hot, cold, neutral), the main objection detected and the value. ### Details fields | Field | Description | | :- | :- | | **Lead Name** | Contact name. | | **Lead Source** | Where the lead came from. | | **Estimated value** | Feeds the forecast revenue and the average ticket. | | **Probability** | Chance of closing, used in the forecast revenue. | | **Expected Close Date** | Expected closing date. | | **Phone** and **Email** | Contact details. | | **Conversation Protocol** | Links the lead to the Chat conversation. | | **Notes** | Free-form notes. | ### Tasks In **New task** you fill in: | Field | Description | | :- | :- | | **What needs to be done?** | Description of the task. | | **Approach script (optional)** | Suggestion on how to conduct the contact. | | **Due Date** | Due date. | Tasks can be edited, completed or deleted. Overdue ones go into the **Overdue Tasks** indicator. ### Record a win When you drop the card on a stage of type **Won**, the win confirmation opens with the question **How would you like to proceed?**: * **New Registration:** creates a customer from the lead's data. * **Link Existing:** choose the customer in **Select Customer**. ### Record a loss When you drop the card on a stage of type **Lost**, **Record loss** opens. Enter the **Loss reason** and, if you wish, **Details (optional)**. | Reason | | :- | | Price / budget | | Chose a competitor | | No budget | | No response / disappeared | | Not a fit | | Bad timing | | Other | The reasons feed the loss reasons chart of the [Dashboard](https://docs.notfy.ai/en/painel-de-controle.md) and the [Lead Report](https://docs.notfy.ai/en/relatorios/oportunidades.md). ## AI analysis The **Analyze with AI** button on the card asks the AI for a score for the lead, the suggested next action and the detection of sentiment and objection in the conversation. The result takes a few seconds to appear and consumes AI credits. In **General Settings**, **AI** tab, **CRM / Kanban** section, you can also turn on the automatic summary when moving a lead to **Negotiating**, which consumes 1 AI credit per summary, and the **Automatic lead scoring**. ## Frequently asked questions > [accordion] I dragged the card to Won and a window opened. Is that normal? > > Yes. Won and lost ask for information before saving. If you cancel the window, the card does not change stage. > [accordion] Do the indicators change when I switch the period? > > Yes. They always reflect the visible cards with the current filters. > [accordion] I don't see Stale Deals or Monthly Goal > > These indicators only appear when the stale deal alert and the monthly goal are configured in **General Settings**. ## See also > [card] [General settings](https://docs.notfy.ai/en/configuracoes/parametros-gerais.md) > > Funnel stages, monthly goal and stale deal alert. > [card] [Leads](https://docs.notfy.ai/en/cadastros/leads.md) > > Lead registration and table. > [card] [Lead Report](https://docs.notfy.ai/en/relatorios/oportunidades.md) > > Conversion, revenue and loss reasons in the period. > [card] [Chat](https://docs.notfy.ai/en/atendimento/chat.md) > > Create leads straight from conversations. 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