Pipeline | Kanban View

A sales pipeline consists of multiple stages that reflect the progression of a sales opportunity. A sales pipeline provides you with an overview of your leads or prospects in your sales cycle, a visual representation of the stages and steps involved in a sales process. It outlines the journey a potential customer goes through from initial contact with a company or salesperson to becoming a paying customer. The pipeline serves as a framework for managing and tracking sales opportunities and helps sales teams organise their efforts to drive revenue.

Kanban view is a visualisation method used to manage and track the progress of a work flow or enquiry.

In our Kanban view, enquiries are represented as individual cards or sticky notes, typically organised in columns or lanes that reflect different stages of the customer journey. Each column represents a specific state or status of the enquiry such as quotation sent, balance payment due, completed.

There are several reasons why sales pipeline management is important.

It allows sales managers to have a clear understanding of the sales team’s activities, progress, and potential revenue. By tracking the pipeline, they can forecast future sales, identify trends, and make informed business decisions.

Effective pipeline management provides visibility, enables performance monitoring, drives process optimisation, supports forecasting and planning, and fosters proactive opportunity management. It is a vital practice for sales organisations to achieve their revenue targets, enhance productivity, and ensure long-term success.

In moonstride your pipeline is completely bespoke and very simple to create. There are just 3 set modules; Enquiry, Quotation & Booking and you create all the stages in between receipt of enquiry up to confirming booking and further that match your sales workflow. Whether that’s 5 or 50 stages, you can be as broad or detailed as you wish.

Create all your stages of your workflow in moonstride and you are ready to start viewing all your enquiries in your sales pipeline.

There are multiple ways to manage and update your sales pipeline.

• Let’s start with automation. If you have our Enquiry API which comes as standard with our moonstride platform, any lead generated from an enquiry form completed on your website will be added to your enquiry list at the first stage of your sales pipeline.
• If a quotation is created for any enquiry, your lead will move to the quotation stage automatically, again this automation takes place if that lead turns to a booking.
• You may have received a new enquiry but have requested further information before you can provide a quote. You may have set up a pipeline stage for this in moonstride and your sales representative can update the lead accordingly in the individual lead screen and this will be represented in your sales pipeline view.
• In our sales pipeline Kanban view, you have a simple forward drag and drop option letting you update the status of your lead in the sales pipeline overview.