Kanban View

The Kanban View provides a visual pipeline management interface for tracking leads, deals, and opportunities through sales stages.

Overview

Kanban View enables you to:

• Visualize sales pipeline
• Drag and drop stage updates
• Track deal progress
• Monitor pipeline health
• Prioritize opportunities
• Manage workflow visually

Accessing Kanban View

Navigate to CRM → Pipeline and click the Kanban view icon, or use the view toggle on Leads and Deals pages.

Kanban Board

Pipeline Kanban

Sales Pipeline - Kanban View                [List] [Kanban]

Filter: [All Deals ▼] [All Owners ▼] [$] Value [▼]

┌─────────────┬─────────────┬─────────────┬─────────────┬─────────────┐
│ NEW LEADS   │ QUALIFIED   │ PROPOSAL    │ NEGOTIATION │ CLOSED WON  │
│ $125,000    │ $234,567    │ $456,789    │ $345,678    │ $234,567    │
│ (12 deals)  │ (8 deals)   │ (5 deals)   │ (3 deals)   │ (2 deals)   │
├─────────────┼─────────────┼─────────────┼─────────────┼─────────────┤
│             │             │             │             │             │
│ ┌─────────┐ │ ┌─────────┐ │ ┌─────────┐ │ ┌─────────┐ │ ┌─────────┐ │
│ │Acme Corp│ │ │TechStart│ │ │Global   │ │ │ABC Ltd  │ │ │DataFlow │ │
│ │$45,000  │ │ │$32,000  │ │ │$89,000  │ │ │$78,000  │ │ │$67,890  │ │
│ │Sarah J. │ │ │John S.  │ │ │Mike W.  │ │ │Sarah J. │ │ │John S.  │ │
│ │⚡ 2 days │ │ │📅 Today │ │ │🔥 Hot   │ │ │⏰ 5 days│ │ │✓ Jan 20 │ │
│ └─────────┘ │ └─────────┘ │ └─────────┘ │ └─────────┘ │ └─────────┘ │
│             │             │             │             │             │
│ ┌─────────┐ │ ┌─────────┐ │ ┌─────────┐ │ ┌─────────┐ │ ┌─────────┐ │
│ │NewStart │ │ │CloudTech│ │ │MegaCorp │ │ │FastGrow │ │ │SmartSys │ │
│ │$28,000  │ │ │$45,000  │ │ │$156,000 │ │ │$125,000 │ │ │$89,456  │ │
│ │Mike W.  │ │ │Lisa C.  │ │ │Sarah J. │ │ │Mike W.  │ │ │Lisa C.  │ │
│ │⚡ New   │ │ │⏰ 3 days │ │ │🔥 Hot   │ │ │⏰ 7 days│ │ │✓ Jan 18 │ │
│ └─────────┘ │ └─────────┘ │ └─────────┘ │ └─────────┘ │ └─────────┘ │
│             │             │             │             │             │
│ ┌─────────┐ │ ┌─────────┐ │ ┌─────────┐ │             │             │
│ │InnoTech │ │ │RetailPro│ │ │BuildCo  │ │             │             │
│ │$15,000  │ │ │$67,890  │ │ │$98,456  │ │             │             │
│ └─────────┘ │ └─────────┘ │ └─────────┘ │             │             │
│             │             │             │             │             │
│ +8 more     │ +5 more     │ +2 more     │ +1 more     │             │
└─────────────┴─────────────┴─────────────┴─────────────┴─────────────┘

Pipeline Total: $1,396,601 | Weighted: $456,789 | Win Rate: 18%

Card Details

Deal Card Structure

Deal Card

┌──────────────────────────────────┐
│ Acme Corporation                 │
│ Enterprise License               │
├──────────────────────────────────┤
│ 💰 $45,000                       │
│ 👤 Sarah Johnson                 │
│ 📅 Close: Feb 15                 │
├──────────────────────────────────┤
│ ⚡ Stage: 2 days                  │
│ 🔥 Priority: High                │
│ 📊 Probability: 60%              │
├──────────────────────────────────┤
│ Tags: [Enterprise] [Q1]          │
│                                  │
│ 📞 Last Contact: Today           │
│ ✓ Next: Follow-up call           │
└──────────────────────────────────┘

Card Information

Element	Description
Company	Account/company name
Deal Name	Opportunity name
Value	Deal amount
Owner	Assigned sales rep
Close Date	Expected close date
Age	Days in current stage
Priority	Deal priority level
Tags	Custom labels
Activity	Recent interaction
Task	Next action item

Drag and Drop

Moving Cards

To update a deal stage:

1. Click and hold the card
2. Drag to new column
3. Release to drop
4. Confirm stage change (optional)

Stage Change Confirmation

Confirm Stage Change

Moving: Acme Corporation - Enterprise License

From: Qualified
To: Proposal

This will:
├─ Update deal stage
├─ Log stage change activity
├─ Notify team members
└─ Update probability to 40%

Required Actions:
[ ] Proposal document attached
[ ] Pricing approved
[x] Contact verified

Notes (optional):
[                                    ]

[Cancel] [Confirm Move]

Kanban Customization

Column Configuration

Configure Kanban Columns

Pipeline: Sales Pipeline

Active Stages:
┌────────────────────────────────────────────────────────────────┐
│ Order │ Stage Name    │ Probability │ Color    │ Actions      │
├────────────────────────────────────────────────────────────────┤
│ 1     │ New Leads     │ 10%         │ [Gray]   │ [⬆] [⬇] [✎] │
│ 2     │ Qualified     │ 25%         │ [Blue]   │ [⬆] [⬇] [✎] │
│ 3     │ Proposal      │ 40%         │ [Yellow] │ [⬆] [⬇] [✎] │
│ 4     │ Negotiation   │ 60%         │ [Orange] │ [⬆] [⬇] [✎] │
│ 5     │ Closed Won    │ 100%        │ [Green]  │ [⬆] [⬇] [✎] │
│ 6     │ Closed Lost   │ 0%          │ [Red]    │ [⬆] [⬇] [✎] │
└────────────────────────────────────────────────────────────────┘

[ ] Show "Closed Lost" on board

[+ Add Stage] [Save Configuration]

Card Display Settings

Card Display Settings

Show on Cards:
[x] Deal value
[x] Owner name
[x] Close date
[x] Days in stage
[x] Priority indicator
[x] Tags
[ ] Probability
[ ] Company logo
[x] Last activity
[x] Next task

Card Size:
○ Compact
● Standard
○ Expanded

Sort Within Columns:
[Value (High to Low) ▼]

[Save Settings]

Filtering and Sorting

Filter Options

Filter Kanban Board

Owner:
├─ ○ All Owners
├─ ● My Deals Only
└─ ○ Specific Owners:
   [x] Sarah Johnson
   [ ] John Smith

Value Range:
├─ Min: $[________]
└─ Max: $[________]

Close Date:
├─ ○ All Time
├─ ○ This Month
├─ ● This Quarter
└─ ○ Custom Range

Tags:
├─ [x] Enterprise
├─ [x] Q1
├─ [ ] Renewal
└─ [ ] Upsell

Priority:
├─ [x] High
├─ [x] Medium
├─ [ ] Low

[Apply Filters] [Clear]

Sorting Options

Sort By	Description
Value	Deal amount
Close Date	Expected close
Stage Age	Days in stage
Last Activity	Recent contact
Priority	Priority level
Created Date	When created

Quick Actions

Card Actions

Card Quick Actions (Right-click or ⋮ menu)

┌─────────────────────────────────┐
│ 📞 Log Call                     │
│ 📧 Send Email                   │
│ 📅 Schedule Meeting             │
│ ✓ Add Task                      │
│ ────────────────────────────────│
│ ✎ Edit Deal                     │
│ 👤 Reassign                     │
│ 🏷️ Add Tags                     │
│ ────────────────────────────────│
│ 🔥 Set Priority                 │
│ 📅 Update Close Date            │
│ 💰 Update Value                 │
│ ────────────────────────────────│
│ → Move to Lost                  │
│ 🗑️ Delete Deal                  │
└─────────────────────────────────┘

Board Actions

Board Actions

[+ Add Deal] [⟳ Refresh] [📊 Reports] [⚙️ Settings]

Bulk Actions:
[ ] Select multiple cards
├─ Reassign Owner
├─ Add Tags
├─ Update Close Date
└─ Move to Stage

Pipeline Analytics

Board Metrics

Pipeline Metrics

Stage Analysis:
┌────────────────────────────────────────────────────────────────┐
│ Stage        │ Deals │ Value      │ Avg Days │ Conv Rate      │
├────────────────────────────────────────────────────────────────┤
│ New Leads    │ 12    │ $125,000   │ 3.2      │ -              │
│ Qualified    │ 8     │ $234,567   │ 8.5      │ 67%            │
│ Proposal     │ 5     │ $456,789   │ 12.3     │ 63%            │
│ Negotiation  │ 3     │ $345,678   │ 15.8     │ 60%            │
│ Closed Won   │ 2     │ $234,567   │ -        │ 67%            │
└────────────────────────────────────────────────────────────────┘

Bottleneck Alert: ⚠️ Deals aging in Proposal stage
Average Sales Cycle: 28 days

Visual Indicators

Indicator	Meaning
🔥	Hot deal (high priority)
⚡	New (< 3 days old)
⏰	Stale (no activity 7+ days)
⚠️	At risk (overdue close date)
✓	Has upcoming task
📅	Meeting scheduled

Multiple Pipelines

Switching Pipelines

Select Pipeline

Available Pipelines:
├─ Sales Pipeline (30 active deals)
├─ Enterprise Pipeline (12 active deals)
├─ Renewals Pipeline (45 active deals)
└─ Partner Pipeline (8 active deals)

Currently Viewing: Sales Pipeline

[Manage Pipelines]

Pipeline Comparison

Pipeline Comparison

                    │ Sales    │ Enterprise │ Renewals
────────────────────────────────────────────────────────
Active Deals        │ 30       │ 12         │ 45
Total Value         │ $1.4M    │ $2.8M      │ $890K
Avg Deal Size       │ $45K     │ $230K      │ $20K
Win Rate            │ 18%      │ 25%        │ 85%
Avg Sales Cycle     │ 28 days  │ 90 days    │ 14 days

Best Practices

Board Organization

• Keep stages manageable (5-7)
• Review board daily
• Move stale deals promptly
• Use consistent tagging

Deal Management

• Update stages promptly
• Add notes when moving
• Set realistic close dates
• Follow up on aged deals

Team Collaboration

• Share important updates
• Use @mentions in notes
• Review pipeline together
• Celebrate wins visually

Troubleshooting

Common Issues

Card won't move

• Check stage requirements
• Verify permissions
• Review validation rules
• Try refreshing page

Cards not loading

• Check filter settings
• Verify data exists
• Clear browser cache
• Contact support

Slow board performance

• Reduce visible deals
• Apply date filters
• Collapse old stages
• Limit loaded cards

Changes not saving

• Check internet connection
• Refresh and retry
• Verify permissions
• Report to admin

Related Documentation

Learn about Deals for detailed deal management features.