Deals & Pipelines

Stop Guessing Where Your Deals Stand

Spreadsheets hide your pipeline. Agiled makes it visible. See every deal, every stage, and every dollar — so nothing slips through the cracks and you close more business.

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A

Acme Corp

Pro plan

Settings
AKAlex Kim
Dashboard
Create

Sales Pipeline

Default Pipeline
BoardTableForecast
Lead$33,500
Qualified$75,500
Proposal$92,000
Negotiation$32,000
Won$48,000
Lead
2
AC

Website Redesign

Acme Corp · Sarah Kim

$25,000
NT

SEO Audit

NovaTech · James Chen

$8,500
Qualified
3
GL

Mobile App

Greenleaf · Maria Lopez

$42,000
MC

API Integration

Meridian Co · David Park

$15,000
TS

Brand Strategy

TechStart Inc · Alex Rivera

$18,500
Proposal
2
GS

Cloud Migration

Global Systems · Liam Brown

$64,000
AV

Data Analytics

Apex Ventures · Sophie Wu

$28,000
Negotiation
1
PL

Support Portal

Peak Labs · Ryan Taylor

$32,000
Won
1
SR

E-Commerce Platform

Swift Retail · Emma Davis

$48,000

Deal Detail

Everything about a deal, one click away

Stop digging through email threads and Slack messages to find the latest on a deal. Notes, tasks, emails, stage history, and related contacts — all in one place.

WR

Website Redesign

Sarah Kim

Won Lost
$25,000
Lead
Qualified
Proposal
Negotiation
Won
Sales Pipeline · Proposal3 of 5 stages
OverviewActivity12Notes4Tasks3Emails8

Sarah Kim added a note

Client wants to prioritize mobile-first approach for the redesign.

2 hours ago

James Chen completed a task

Send proposal draft for review

5 hours ago

Table View

When you need to see the numbers, not the board

Switch to table view to sort, filter, and bulk-edit deals. Perfect for pipeline reviews, quarterly planning, and updating dozens of deals at once.

All Deals

7 deals
TableBoard
Search deals...
Filter
Deal
Value
Stage
Assigned To
Prob.
Close Date
Status

Website Redesign

Acme Corp

$25,000
Proposal
SKSarah Kim
65%
Apr 15
open

Mobile App

Greenleaf

$42,000
Negotiation
MLMaria Lopez
80%
Apr 22
open

Cloud Migration

Global Systems

$64,000
Qualified
LBLiam Brown
40%
May 10
open

E-Commerce Platform

Swift Retail

$48,000
Won
EDEmma Davis
100%
Mar 28
won

Brand Strategy

TechStart Inc

$18,500
Lead
ARAlex Rivera
20%
May 20
open

Data Analytics

Apex Ventures

$28,000
Proposal
SWSophie Wu
55%
Apr 30
open

Support Portal

Peak Labs

$32,000
Negotiation
RTRyan Taylor
75%
Apr 8
open

Capabilities

Everything you need to close more deals

From first lead to signed contract — tools that help your team sell smarter, not harder.

Kanban Pipeline

Drag deals between stages on a visual board. See total values per stage update in real time as you move cards.

Table View

Sort, filter, and inline-edit deals in a spreadsheet-style view. Bulk-assign, tag, or update status in one click.

Activity Timeline

Every email, note, task, and stage change is logged automatically. Scroll through a deal's full history without digging through inboxes.

Probability & Forecasting

Set win probability per deal and see weighted pipeline value. Know what's likely to close this month before month-end.

Team Assignment

Assign deals to teammates, split ownership, and see everyone's pipeline at a glance. No more stepping on each other's toes.

Tags & Custom Fields

Add tags, custom dropdowns, dates, and text fields to capture the data your business needs — without workarounds.

Multiple Pipelines

Run separate pipelines for new business, upsells, and partnerships. Each with its own stages, fields, and team.

Won / Lost Tracking

Mark deals won or lost with one click. Track win rates, average deal size, and time-to-close over time.

FAQ

Common questions about Deals

Yes. Create as many pipelines as you need — for new business, renewals, upsells, or partner deals. Each pipeline has its own stages, and you can switch between them with one click.

Every deal can be linked to one or more contacts and an account. When you open a deal, you see the related people and company right in the detail panel. When you open a contact, you see all their deals. Everything stays connected.

Absolutely. Add, rename, reorder, or remove stages to match your actual sales process. Changes apply immediately to the kanban board and pipeline indicator.

Yes. Each stage column shows the total value of deals in that stage. When you drag a deal to a new stage, the totals update in real time. You can also set probability per deal for weighted forecasting.

Yes. Assign deals to team members, and everyone sees the same pipeline. Filter by assignee to see just your deals, or zoom out to see the full picture. Activity is logged per user so you always know who did what.

The deal status updates and it moves to your won/lost archive. You can still view it, see the full activity timeline, and include it in reporting. Nothing is deleted — your history stays intact.

Yes. Use the CSV import to bulk-create deals with name, value, stage, assignee, and custom fields. Map your spreadsheet columns to Agiled fields and import in seconds.

Yes. Switch between kanban board and table view anytime. The table supports sorting, filtering, inline editing, and bulk actions — perfect for when you need to update many deals at once.

Ready to stop losing deals?

See every opportunity on a visual pipeline — from first contact to signed contract. Free 14-day trial — no credit card required.

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