> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saleslyt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up a Sales Pipeline

> Configure your sales pipeline to track opportunities through stages.

A sales pipeline in SalesLyt is a Kanban view of your Opportunities object, where each column represents a stage in your sales process.

## Step 1: Configure Your Stages

Stages are defined in the Opportunities object's **Stage** field.

1. Go to **Settings → Data Model**
2. Select **Opportunities**
3. Find and click the **Stage** field
4. Add, remove, or rename stages to match your process

[Video demonstration](https://player.vimeo.com/video/927890428?autoplay=1\&loop=1\&autopause=0\&background=1\&app_id=58479)

### Recommended Stages

| Stage | Purpose |
| - | - |
| **New** | Fresh opportunities just identified |
| **Qualified** | Confirmed as a good fit |
| **Meeting** | Engaged in discussions |
| **Proposal** | Proposal sent |
| **Negotiation** | Working on terms |
| **Closed Won** | Deal successful |
| **Closed Lost** | Deal unsuccessful |

> [!NOTE]
>
> **5-7 stages is optimal.** Too many stages makes the pipeline hard to scan; too few loses visibility into deal progress.

## Step 2: Create a Pipeline View

1. Go to **Opportunities**
2. Click the view dropdown → **+ Add view**
3. Name it "Sales Pipeline"
4. Click **Create**
5. Open **Options** and select **Kanban** as the layout

The view automatically uses the Stage field for columns.

## Step 3: Configure Your View

### Show Key Fields

1. Click **Options → Fields**
2. Look for fields in the "Hidden Fields" section
3. Click the **eye icon** to display: Company, Amount, Close Date, Owner

### Enable Aggregations

Show totals at the top of each column:

1. Click the number displayed next to a Stage name at the top of a column
2. Select the aggregation type (Count, Sum, Average, etc.)
3. Choose the field to aggregate (e.g., Amount)

**Example:** Show total deal value per stage by aggregating Amount with Sum.

### Use Compact View (Optional)

For a high-level overview with minimal card content:

1. Click **Options**
2. Turn on the toggle for **Compact view**

## Step 4: Create Personal and Team Views

### "My Pipeline"

* **Filter**: Owner = Me
* **Visibility**: Unlisted (personal view)

### "Team Pipeline"

* **Filter**: None (show all)
* **Visibility**: Workspace (shared view)

### "Closing This Month"

* **Type**: Table
* **Filter**: Close Date = This month, Stage ≠ Closed Won, Stage ≠ Closed Lost
* **Sort**: Close Date ascending

## Working with Opportunities

### Creating Opportunities

* Click **+ New** in the Opportunities view
* Or click **+** in a specific stage column

### Moving Through Stages

Drag and drop opportunity cards between columns to update their stage.

[Video demonstration](https://player.vimeo.com/video/927888627?autoplay=1\&loop=1\&autopause=0\&background=1\&app_id=58479)

## Best Practices

### Pipeline Hygiene

* Update deals daily as they progress
* Move or close stale deals promptly
* Keep close dates realistic

### Stage Discipline

* Define clear criteria for each stage
* Move deals promptly when criteria are met
* Don't let deals sit in stages too long

## Related

* [Kanban Views](https://docs.saleslyt.com/user-guide/views-pipelines/capabilities/kanban-views.md) — aggregations and compact view
* [Filters and Sorting](https://docs.saleslyt.com/user-guide/views-pipelines/capabilities/filters-and-sorting.md) — creating filtered views


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