Sales Pipeline

Get a top 360 degree view of your sales pipeline to track the progress of current leads and deals with KanBo’s sales pipeline template.

Empower your sales team with a complete overview of the sales pipeline and all its stages in one unified platform on any device. Track performance with analytics, visualize sales opportunities with Kanban view and timeline, plan, coordinate sales activities and solve task dependencies with Gantt chart – all in a real-time and ready for remote work.

Download Template

You will need KanBo to use this template.

Just download it and use the Add Template from file feature in KanBo. Then add a new board based on the recently uploaded template.

You can also see this template in action by accessing our Sandbox demonstration environment now.

Key usage points:  

Sales Pipeline Template include:  

  • Sales stages
  • Progress tracking with Kanban view
  • Responsible and coworkers
  • Timeline with Outlook calendar integration
  • Gantt chart and date dependencies
  • Incoming emails
  • Contextual search and communication
  • Notification and reminders
  • Available on any device