- Pipeline
- Deals
- Tasks
- Follow-ups
- Forecast
- Intelligence
Pipeline Dashboard
- Total Pipeline
- $1.24M
- Weighted Pipeline
- $684K
- Won Revenue
- $312K
- At Risk
- $126K
| Stage | Company | Deal Value | Probability |
|---|---|---|---|
| Negotiation | ABC Enterprise | $84,000 | 78% |
Illustrative example
Demo data shown for a sample pipeline — figures aren't a guarantee of results.
One source of truth for every deal.
Don't make the sales team rely on spreadsheets, manual updates, or meetings to know a deal's status. Every deal shows, in one place:
- Current stage
- Owner
- Value
- Probability
- Last activity
- Next step
- Expected close date
- Risk level
- Time in stage
Don't just see the deal. Understand what's happening inside it.
Overview
Deal value, stage, probability, owner, close date, source.
Activity Timeline
Email, call, meeting, note, task, proposal, status change.
Contacts
The people connected to the deal.
Next Action
The upcoming step.
Risk
The deal's risk level.
Design sales stages the way your business actually works.
No single pipeline is forced onto every company. Custom stages support a name, order, probability, exit criteria, and owner rules — for example:
Discovery — 25%
Exit criteria: decision-maker identified, business need confirmed, budget discussed.
Proposal — 60%
Exit criteria: proposal sent, commercial terms discussed.
Negotiation — 80%
Exit criteria: pricing confirmed, final decision pending.
Move the deal, and let the system handle what comes next.
Example: moving a deal from Proposal to Negotiation triggers all of this automatically.
Don't leave the rep wondering what to do next.
Recommended Action
The customer received the proposal 3 days ago with no recorded activity — follow up with the decision-maker.
Spot stalled deals before they become lost deals.
- Deal Age
- 18 Days
- Stage Age
- 7 Days
- Expected Close
- Sep 12
- Risk
- Medium
Critical
No activity recorded for 6 days.
Know a deal's health before you judge it by appearances.
- Overall Health
- 82 / 100
- Engagement
- 92
- Momentum
- 84
- Stage Progress
- 78
- Response
- 75
- Close Probability
- 81
Status
Healthy
AI watches the Pipeline alongside your team.
AI isn't a chatbot bolted onto the side — it works inside deal management.
Deal Summary
Summarizes the deal's status.
Risk Detection
Flags risk indicators.
Deal Scoring
Rates how strong the deal is.
Next Best Action
Suggests the next step.
Follow-up Draft
Drafts a follow-up message from the deal's context.
Close Prediction
Estimates close probability from available data.
Don't wait until month-end to know where sales will land.
Commit
High-confidence deals.
Best Case
Likely deals.
Pipeline
Every open opportunity.
At Risk
Opportunities exposed to delay or loss.
Know where interest turns into a win, and where it doesn't.
Illustrative example. Metrics tracked: stage conversion, overall conversion, drop-off rate, average time per stage, deal velocity.
Spot the bottleneck before it hits revenue.
- Proposal → Negotiation Conversion
- 38%
- Average Stage Duration
- 9.2 Days
AI Insight
Proposal is currently the largest conversion bottleneck — review pricing objections and follow-up timing.
Don't just measure a rep's activity. Measure their ability to convert.
Per-rep performance tracks:
- Open Deals
- Pipeline Value
- Won Revenue
- Win Rate
- Average Deal Size
- Average Sales Cycle
- Follow-up Completion
- Conversion Rate
- At-Risk Deals
Every deal needs a next step.
Rule: no deal without a next step. Tasks are created automatically on:
- New Deal
- Stage Change
- Proposal Sent
- Meeting Completed
- No Response
- Deal Aging
Let the Pipeline enforce your business rules automatically.
From a qualified lead to an opportunity — with no manual transfer.
Every deal starts from a full context.
Pipeline isn't a system separate from CRM — it reads from the same customer record.
The same data you manage deals with is the data you forecast with.
The analytics dashboard tracks:
- Pipeline Value
- Weighted Pipeline
- Win Rate
- Revenue Forecast
- Deal Velocity
- Stage Conversion
- Rep Performance
- Revenue at Risk
A different pipeline for every sales motion.
New Business
First-time customer deals.
Enterprise Sales
Complex, multi-stakeholder deals.
Renewals
Existing customer renewal cycles.
Upsell
Expansion within existing accounts.
Partnerships
Deals sourced through partners.
Channel Sales
Deals sold through channel partners.
Make deal distribution clear and manageable.
Distribute deals by:
- Sales Rep
- Team
- Department
- Territory
- Branch
- Product
- Customer Segment
Controls built for organizations.
Permissions cover:
- Pipeline Access
- Deal Ownership
- Team Visibility
- Manager Visibility
- Create/Edit/Delete Permissions
- Forecast Access
- Revenue Visibility
- Export Permissions
- Audit History
From tracking deals by memory to managing an intelligent pipeline.
| Traditional Tracking | ZynReach | |
|---|---|---|
| Deal status | Kept in memory | Live deal status |
| Tooling | Excel | Unified pipeline |
| Follow-up | Manual tracking | Automated follow-ups |
| Risk | No visibility | Deal risk detection |
| Forecast | Manual | Live forecast |
| Reporting | Delayed reports | Real-time analytics |
| Visibility | Every rep works alone | Shared pipeline |
| Problem detection | Manager finds out late | Early warning |
From first opportunity to revenue.
- 1
Create
Create the deal from a lead, CRM, or form.
- 2
Assign
Set the owner and team.
- 3
Qualify
Determine how well the deal fits.
- 4
Progress
Move the deal between stages.
- 5
Automate
Trigger tasks and follow-ups.
- 6
Monitor
Track activity and risk.
- 7
Forecast
Predict revenue.
- 8
Close
Turn the deal into won revenue.
Deal: ABC Enterprise
- Value
- $84,000
- Stage
- Negotiation
- Health
- 78
AI Insight
The deal has strong engagement but has been in negotiation 4 days longer than average — schedule a decision-maker call.
Sales Pipeline doesn't stand alone.
The three capabilities aren't separate tools — they're connected stages on top of ZynReach's unified data model, which links CRM, Lead Generation, and Sales Pipeline into one system.