Problem · Sales pipeline without overview
How many deals are open? Everyone names a different number.
A pipeline is not a list of names. It is a list of deals, each with a stage and a next step. Everything else is hope.
Try it right away
Every deal. Phase and next step.
Enter your open deals. Where a stage, a step, or a date is missing, the deal is stalled.
Your plan
3 of 4 rows complete.
Still open: By when
Die Beispielzeilen sind nur ein Anfang. Überschreibe sie mit deinen eigenen Einträgen.
Assumptions and limits
- The list shows status and next step, no weighted revenue and no forecast.
- The stages are examples. Use the steps that actually occur in your work.
- Nothing is saved. Copy the list into your CRM or spreadsheet.
Your entries stay in this browser. Nothing is saved or sent.
How you'll notice
Next month's revenue? An estimate.
- In the sales meeting, you first gather which deals even exist.
- A deal has sat in the same stage for weeks, and nobody noticed.
- Whoever is out sick or leaves takes the status of their deals with them in their head.
Understand the causes
Why the pipeline nobody knows.
- 01
Deals live in too many places
- How you'll notice
- Some of it is in the CRM, some in the inbox, some in a spreadsheet.
- Why it happens
- There is no binding place where a deal counts as a deal.
- What helps
- Decide: whatever isn't written down in this one place doesn't exist for planning.
- Limit
- One place alone isn't enough. It has to be simple enough that everyone maintains it.
- 02
Phases are not defined
- How you'll notice
- For one person, negotiation means an offer is out. For another, it means the price is being discussed.
- Why it happens
- The stages have names, but no criteria.
- What helps
- Set one sentence for each phase that must be met.
- Limit
- A few clear phases beat many fine-grained ones. Three to five are usually enough.
- 03
No next step
- How you'll notice
- Deals are in the list, but nothing happens with them.
- Why it happens
- A deal is created, but with no next step and no date.
- What helps
- No deal without a next step with a date. If it's missing, the deal gets closed or clarified.
- Limit
- Some deals are deliberately resting. Then a date to pick them up again belongs with them.
Ways to solve it
Spreadsheet or CRM: As long as it's one person.
| Way | Enough if | Limit |
|---|---|---|
| Shared table with phase, step, and date | A few deals, a small team, and a fixed weekly time to go through them. | No history per contact; it goes stale quickly when the weekly meeting is canceled. |
| Board with columns per phase | You want to see stages and move deals. | Without a date on the next step, the board stays a picture, not a plan. |
| A standalone sales CRM | Sales is a separate area with several people. | What happens after closing often lives in another tool. |
| Peak One | Pipeline, contacts, and open quotes should be visible together. | Quality depends on upkeep: A deal without a next step stays stuck in Peak One too. |
Peak One in action
From gut feeling to a list with dates.
- TriggerHow healthy is our pipeline?
- 01 · PipelineSignalPipelines in Peak CRM answers how healthy the pipeline is.
- 02 · DealUnderstandingCRM Insights shows where you win and lose deals.
- 03 · QuoteDecisionQuotes & Orders shows which quotes are waiting for a reply.
- 04 · PersonActionThe CRM Worklist answers who you contact next.
The apps for it
Pipeline, quotes, next contacts.
Three steps
In one hour to the overview.
- 01 / 03
Collect everything
Write all open deals from your inbox, spreadsheet, and heads into one place.
- 02 / 03
Add phase and step
Give each deal a stage, a next step, and a date. Close deals with no chance.
- 03 / 03
Go through weekly
A fixed weekly appointment where only the deals with no movement are discussed.
Frequently asked questions
Briefly answered.
Is a spreadsheet enough for the pipeline?
With few deals and a fixed weekly meeting, yes. A CRM pays off when several people work on deals or the history per contact becomes important.
How many stages should a pipeline have?
As few as possible, as many as necessary. Each phase needs a criterion everyone understands the same way; otherwise it says nothing.
Can I bring over my existing deals?
Existing contacts can be imported into Peak CRM. Contacts and deals from HubSpot or Pipedrive become the same objects in Peak through the integration.
Keep exploring
What's included.
- FunctionCRM & contactsPeople, companies and context, connected with tasks and numbers.View
- Use caseFollow up on offersFrom the offer you sent to the signature, without any reply slipping through.View
- Software categoryCRM softwareContacts, history, and the next step in one place.View
- ProblemMissed follow-upsQuotes and contacts that nobody follows up on.View
- ProblemClose rate too lowConversations take place but end without a deal.View
- IntegrationHubSpotLeads, deals, contacts, and activities.View
✦ A Peak principle
Clarity first. Everything else follows.
One thing at a time
More problems
Typical bottlenecks in growing companies, each with a tool you can try right away, the causes, and the path Peak One provides for it.
Solve it once. The rest follows.
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