> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contractor-co-pilot.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Track your sales pipeline from lead to close

> See every open opportunity on a Kanban board, move estimates between stages, filter by client or value, and track your win rate over time.

The sales pipeline gives you a live picture of every opportunity in your business — from a brand-new lead to a closed deal. Instead of hunting through a list of estimates to find out where things stand, the pipeline view organizes everything by stage so you can see blockers, prioritize follow-ups, and forecast revenue at a glance.

## Pipeline views

### Board view (Kanban)

The board view is the default. Each column represents a pipeline stage, and each card represents an estimate or lead.

| Stage             | What it contains                                                |
| ----------------- | --------------------------------------------------------------- |
| **Drafting**      | Estimates in Draft, In Review, or Revision Requested status     |
| **Outbound**      | Estimates sent to the client or submitted for review            |
| **Client review** | Estimates where the client has responded — approved or rejected |
| **Negotiation**   | Estimates with internal Approved or Rejected status             |
| **Closed**        | Won, Lost, or Expired estimates                                 |

Drag a card from one column to another to update the estimate's status. The status change saves immediately and syncs across your team.

### Summary view

Switch to the summary view for a sortable table of all opportunities. Columns include:

* Client name
* Project name
* Estimate amount
* Stage
* Last updated

Use this view when you want to sort by amount or find a specific project quickly.

## Leads pipeline

The leads pipeline tracks prospective clients before an estimate exists. Move leads through your sales process as you qualify them:

| Stage         | Meaning                                        |
| ------------- | ---------------------------------------------- |
| **New**       | Fresh lead, not yet contacted                  |
| **Contacted** | Initial outreach made                          |
| **Qualified** | Confirmed as a real opportunity worth pursuing |
| **Proposal**  | An estimate or proposal has been sent          |
| **Won**       | Client engaged                                 |
| **Lost**      | Lead did not convert                           |

### Adding a lead

1. Click **Add Lead** in the pipeline view
2. Enter the client name and opportunity details
3. The lead appears in the **New** column
4. Click **Create Estimate** on the lead card when you're ready to start bidding

## Filtering the pipeline

Use the filter bar to narrow the pipeline to what you're focused on.

<Tip>
  Filter by **stage** and **date range** together to identify estimates that have been sitting in a single column too long — a common sign that follow-up is overdue. Save that filter as a custom view to check it regularly.
</Tip>

Available filters:

* **Stage** — Show only specific pipeline stages
* **Client** — Filter to one or more clients
* **Date range** — Show opportunities created or updated within a period
* **Amount** — Filter by estimate value (above or below a threshold)
* **Search** — Find by project name or keyword

Click **Save View** to name and save any filter combination for quick access from the view switcher.

## Tracking win rate

The pipeline header displays your current win rate — the percentage of sent estimates that close as **Won**. Check this metric to:

* Identify which project types or client segments you win most consistently
* Spot funnel bottlenecks (for example, many estimates stuck in **Outbound** without progressing)
* Forecast upcoming revenue from the value of active opportunities

<Info>
  Win rate is calculated from estimates that have reached a final status (Won or Lost). Expired estimates are excluded from the win rate calculation.
</Info>

## Pipeline analytics

For a deeper view into your pipeline performance, go to **Analytics > Business Intelligence**. There you can see win rate over time, average deal size by stage, time-to-close, and revenue forecasting based on current open opportunities.

## Next steps

<CardGroup cols={2}>
  <Card title="Estimates" icon="calculator" href="/estimating/estimates">
    Create and manage the estimates that populate your pipeline.
  </Card>

  <Card title="Proposals" icon="file-text" href="/sales/proposals">
    Convert estimates to branded proposals and collect client approval.
  </Card>
</CardGroup>