Every deal.One column.
One Kanban for all open deals, with a traffic light for time in stage and a weighted forecast. You mark deals as won or lost with one click.
In short: The Sales Pipeline in XOS: deal Kanban, a traffic light for time in stage, forecast by month and history per deal.
As of November 12, 2026 · ProzessXDrag and drop deals through the stages.
What this module handles for you.
Deal Kanban
Deals sit in stages such as New Lead, Qualified, Quote and Negotiation. You move them on with drag and drop and filter by search and owner.
A traffic light for every deal
Every stage has a deadline.
Forecast by month
The pipeline is weighted by probability and broken down by expected closing month.
Won and lost
One click closes the deal, with a reason if it is lost. Won deals collect in their own tab.
History per deal
You record notes, calls, emails and meetings on the deal. That way everyone on the team knows what happened last.
Key figures at a glance
Pipeline value, weighted value and revenue won are shown at the top. Inside the deal, you also see a deal score.
From quote to close.
An example of a deal in the pipeline.
Frequently asked questions.
Are the deals here the same as in the CRM?
No. The Sales Pipeline keeps its own deal list. The CRM has its own deals with its own stages. The two are deliberately separate and are not synced.
See Sales Pipeline in your daily work.
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