Pipeline you can filter, forecast, and drag forward
Work opportunities in list or swimlane (Kanban) views, with metrics on what you created, closed, and converted, while quote status maps into opportunity stages so forecasting stays tied to the proposal.
Illustrative dashboard · your data will vary
Why this step matters
List and swimlane views
Switch how you work the board; drag-and-drop stage changes for active opportunities.
Metrics that match the motion
Created/closed, conversion, recurring ARR, one-time revenue, and by-stage views, not a separate slide deck.
Quotes drive stages
Quote status maps to opportunity stages; one-time and recurring lines feed opportunity value with stage probability.
Create and import with your systems
Creating or importing opportunities needs a connected PSA (Autotask, ConnectWise, HaloPSA) or HubSpot.
In Salesbuildr
- Open PipelineUse list or swimlane, filter by company, status, stage, owner, source, dates, and more.
- Move deals through stagesDrag active opportunities forward as the commercial motion progresses.
- Keep the primary quote linkedManage notes and the primary quote so stage and proposal stay aligned.
- Import when neededBring opportunities from your PSA; keep owners and next steps visible for the team.
Swimlane view supports up to 1,000 opportunities. Pipeline create/import is not a standalone CRM without PSA or HubSpot.
Help center: Pipeline & Importing 5780422 · Opportunities 6106602 · Opportunities settings 1416481
See pipeline next to quoting
We walk list vs swimlane and how quote stage mapping lands on your board.