Pipeline Stages

Define the stages deals progress through in your sales pipeline

Pipeline Stages define the steps a deal moves through from initial qualification to close. Customize your stages to match your sales process so your pipeline view and forecasting reflect how your team actually works.

Default Stages

RevOrbit comes with a standard set of pipeline stages:

1
Qualification -- Initial evaluation of the opportunity
2
Proposal -- Proposal or quote has been presented
3
Negotiation -- Terms are being discussed
4
Closed Won -- Deal has been won (closing stage)
5
Closed Lost -- Deal has been lost (closing stage)

Add Custom Stages

Create additional stages to match your sales workflow. Stage edits open a proper modal with a color picker (no browser prompt dialogs).

1
Navigate to Settings in the sidebar, then select the Pipeline Stages section
2
Click Add Stage
3
Enter the stage Name and pick a Color using the color picker — this color drives the stage badge in the Deals list and the column header on the Pipeline board
4
Set the Default Probability (0–100%) — new deals entering this stage inherit this value
5
Choose the stage type: Normal, Won, or Lost
6
Click Add Stage to save

Reorder Stages

Arrange stages in the order deals typically progress through your pipeline. The display order determines how stages appear on the pipeline view and deal forms.

1
Drag a stage by its grip handle (⠿) to move it up or down the list
2
Prefer the keyboard? Focus the grip handle and press Alt + Arrow Up/Down to move the stage one position — the new position is announced for screen readers
3
Changes are saved automatically when you reorder

Win Probability

Each stage has a default win probability percentage (0–100%) representing the likelihood of closing a deal at that stage. New deals entering a stage inherit its default probability; you can override the value per deal on the deal modal. Probability auto-snaps to 100% on Won and 0% on Lost. The probability feeds the weighted value shown in each pipeline column header (Wtd: $X) alongside the raw total, plus the dashboard's pipeline forecasting.

Closing Stages

Mark stages as Won or Lost to designate them as closing stages. When a deal moves to a closing stage, it is treated as closed and no longer appears in active pipeline views.

You cannot delete a stage that has active deals assigned to it. Move all deals to a different stage first, then delete the empty stage.
Set win probabilities that reflect your actual historical conversion rates at each stage. This makes your pipeline forecasting more accurate and helps prioritize deals.

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Deals & Pipeline

Track sales opportunities through customizable pipeline stages with drag-and-drop management, party slots, risk scoring, and configuration-driven quotes.