Find the view that fits your workflow

Not everyone thinks the same way. Some people prefer a visual board where they can drag and drop. Others want a sortable table with all the details in one place. Officaid gives you three different ways to view your pipeline, so you can work the way that suits you best.

Whether you're checking on deals at a glance, sorting by close date, or reviewing past wins and losses, there's a view for that.

Switching Between Views

At the top left of the Pipeline page, you'll find three icons that let you switch views:

• Kanban icon (the board with columns) shows the visual pipeline board
• List icon (horizontal lines) shows the table view
• History icon (clock with arrow) shows your closed deals

Click any icon to switch to that view. Your deals remain the same; only the way you see them changes.

Kanban View

The Kanban view is your visual pipeline board and the default view when you open the Pipeline page. Deals appear as cards organised into columns by stage.

Each column represents a pipeline stage:

• Qualified for opportunities you've identified as worth pursuing
• Contacted for deals where you've made initial contact
• Meeting Scheduled for deals with upcoming meetings
• Proposal Made for deals where you've sent a quotation
• Negotiating for deals in final discussions

At the top of each column, you'll see the total value of deals in that stage and the number of deals. This gives you a quick sense of where your pipeline value is concentrated.

Deal cards display key information at a glance:

• The deal name
• The lead's name
• The deal value and currency
• An Activity Overdue badge if there are pending activities past their due date

Drag and drop is the fastest way to move deals between stages. Simply click and hold a deal card, drag it to the new stage column, and release. The deal's stage updates automatically.

When you drag a card, you'll notice drop zones appear at the bottom of the screen with three options:

• Delete removes the deal entirely
• Lost marks the deal as lost and moves it to History
• Won marks the deal as won and moves it to History

This makes it easy to close deals directly from the board without opening the Deal Details page.

List View

The List view displays your active deals in a table format. This view is ideal when you need to sort, compare, or review multiple deals at once.

The table includes the following columns:

• Estimated Close Date shows when you expect each deal to close
• Deal Stage shows where each deal sits in your pipeline
• Deal Name is the title of the opportunity
• Lead shows the company or contact associated with the deal
• Deal Value displays the potential revenue
• Currency shows which currency the deal is in

Click any column header to sort your deals by that field. Click again to reverse the sort order. For example, click Estimated Close Date to see deals closing soonest at the top, or click Deal Value to prioritise your highest-value opportunities.

The Search bar at the top lets you quickly find specific deals. Type a deal name, lead name, or any keyword to filter the list.

Use the Download button in the top right corner to export your pipeline data. This is useful for sharing with team members, creating reports, or backing up your data.

History View

The History view shows your closed deals, both won and lost. This is your archive of completed opportunities.

The table displays:

• Deal Close Date shows when the deal was closed
• Deal Status indicates whether the deal was Won or Lost
• Deal Name is the title of the opportunity
• Lead shows the company or contact
• Deal Value displays the deal amount
• Currency shows the currency

You can sort and search History the same way as List view. Use the Download button to export your historical data.

Reviewing your History helps you understand your sales performance over time. Look for patterns in your wins and losses. Which types of deals do you win most often? Where do deals tend to fall through? These insights can help you refine your sales approach.

Choosing the Right View

Each view serves a different purpose. Here's when to use each one:

Use Kanban view when:

• You want a visual overview of your entire pipeline
• You're moving deals between stages throughout the day
• You need to quickly spot deals with overdue activities
• You prefer a hands-on, drag-and-drop approach

Use List view when:

• You need to sort deals by close date, value, or stage
• You're doing a formal pipeline review
• You want to search for specific deals
• You need to export your pipeline data

Use History view when:

• You want to review past performance
• You need to check details of a closed deal
• You're analysing win/loss patterns
• You need to export historical data for reporting

Understanding Deal Cards

On the Kanban board, each deal is represented by a card. Learning to read these cards at a glance helps you manage your pipeline efficiently.

A typical deal card shows:

• Activity Overdue badge (orange) appears at the top if there are overdue activities. This is your signal that the deal needs attention.
• Deal name is prominently displayed so you can identify the opportunity.
• Lead name appears below, showing who the deal is with.
• Deal value and currency are shown at the bottom, helping you gauge the opportunity's worth.

Cards with overdue activities stand out visually, making it easy to spot which deals need immediate follow-up. If you see multiple cards with Activity Overdue badges, prioritise clearing those activities before they pile up further.

Frequently Asked Questions

What's Next?

Now that you know how to navigate your pipeline, explore these related articles:

• Managing Deal Details to learn about the full deal page and quick actions
• Tracking Deal Activities to master follow-ups and engagement
• Closing a Deal to understand the Won and Lost process