Pipeline: a tour

A tour of Pipeline in Arkon One: Drag a card to another stage to update it. Won and lost deals from the last 120 days are shown. and the controls you will use most.

The steps, written out

1. Open Pipeline from the Sales and Customers section of the left menu.
2. Read the summary tiles at the top: Open pipeline, Weighted pipeline, Win rate (12 months), Expected this month, Average deal size.
3. Narrow the list with the search box and filters (owner_id, county, source).
4. Use the Board button at the top of the page.
5. Use the List button at the top of the page.
6. Use the New opportunity button at the top of the page.
7. Use Export to download the list as a spreadsheet or PDF.

Tip

Each opportunity moves left to right through these stages, each with a default Probability %: Open a card to see its detail page with tabs Details, Activities, Quotes, Site visits, Files and History. The reasons are: Price, Project delayed, Lost to competitor, Project cancelled, Scope changed, No response, Credit issues and Other. The stage becomes Lost, the probability 0% and the close date today.