Monday pipeline review
The weekly review runs from the board.
The team walks the board stage by stage. Each card shows its amount and owner, and the deals waiting in Negotiation are the first ones discussed.
Pipeline
Keep every deal moving, one stage at a time.
Several pipelines, stages you define and fields a deal needs before it moves on, with amounts that add up in one reporting currency.
Your sales process, drawn as a board
A new workspace starts with five stages, from Qualification to Closing. Rename them, add a pipeline for each way you sell, and decide which fields a deal needs before it enters a stage. Drag deals across the board, and your dashboards add them up in one reporting currency.
Pipelines built around your sales process
Run one pipeline or several, each with its own stages. Deals move across the board by drag and drop, and a stage can require fields first, so nothing reaches Proposal without an amount and a close date.
Five stages on day one
Qualification, Discovery, Proposal, Negotiation and Closing, ready to rename or extend.
A pipeline per way you sell
Keep new business, retainers or events in separate pipelines, each with its own stages.
Required fields per stage
A stage can require fields, so deals only enter it with what the team needs.
The details that decide a deal
Amount, owner, expected close date, contacts with their roles and competitors on each deal.
A forecast that adds up across currencies
Each deal carries a forecast category, and lost deals keep their reason. Amounts in other currencies convert to your workspace’s reporting currency, so dashboards over your deals show real totals.
Forecast categories
Give each deal a forecast category and see what is likely to close this quarter.
Loss reasons worth reading
Record why a deal was lost, then see which reasons come back most often.
One reporting currency
Deals priced in other currencies convert to your reporting currency for every total.
Dashboards over your deals
Build KPIs, bars, donuts and pivots over your deals, then open the deals behind a bar.
Where the pipeline earns its place
Three moments in a sales week where the board, the stage rules and the totals save the team a round of questions.
Before moving a dealNo deal reaches Proposal without a close date.
A salesperson drags a deal into Proposal. The stage asks for the amount, the expected close date and the decision maker first, so the forecast rests on real figures.
End of the quarterThe forecast is already in one currency.
The managing director opens the deals dashboard. Swiss and British deals are converted to euros, lost deals carry their reason, and a click on a bar opens the deals behind it.
A pipeline built around how you sell.
In a 30-minute demo, bring your current pipeline and see it rebuilt in Squario around the way you sell, with your stages and the fields each one needs.
Questions about the pipeline
Can I run more than one pipeline?
Yes. Create a pipeline for each way you sell, each with its own stages and required fields.
Can I change the default stages?
Yes. The five default stages are a starting point: rename them and add the ones your process needs.
How are deals in other currencies counted?
Amounts convert to your workspace’s reporting currency using exchange rates Squario fetches, so totals and dashboards add up.
Can Squaria update deals for me?
Yes. Ask it to move a deal or change an amount; it shows the change and waits for your confirmation. It can only touch what your role allows.