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:
Add Custom Stages
Create additional stages to match your sales workflow.
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.
Win Probability
Each stage has a win probability percentage (0-100%) that represents the likelihood of closing a deal at that stage. This probability is used in pipeline value forecasting to calculate weighted deal values on the dashboard.
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.