Master Your Deal Pipeline with Kanban View

The Pipeline page is where deals come to life! This Kanban-style board gives you a visual overview of every opportunity and where it stands in your acquisition process.

Access Your Pipeline

Navigate to Pipeline in your main navigation to see your deals organized by stage.

Understanding Your Stages

Your deals move through these stages like:

NDA Requested - Non-disclosure request sent to seller/broker CIM Received - Confidential Information Memorandum received Due Diligence - Deep dive analysis and verification And more... - Custom stages based on your process

The Power of Visual Management

Quick Assessment

Each deal card shows:

• Business name and key details
• Basic financial metrics (asking price, SDE, revenue)
• Task count indicators

[INSERT VISUAL: 8-second clip showing deal cards with different information displayed]

Drag & Drop Simplicity

Moving deals between stages is effortless:

1. Click and hold any deal card
2. Drag to the appropriate stage column
3. Drop to update the deal status instantly

Strategic Pipeline Management

Focus on Flow

• Look for deals stuck in one stage too long
• Identify bottlenecks in your process
• Move stalled deals to archive or rejection

Prioritize High-Value Opportunities

• Deals with better financial metrics should get more attention
• Use task counts to balance your workload
• Focus on deals closest to closing

Weekly Pipeline Review

• Scan each column for stuck deals
• Update stages based on recent activity
• Archive deals that are no longer viable