Sales Pipeline

Visualise your deals from first contact to closed won - and know exactly what is in your pipeline at any moment.

📅 This feature launches with Udala v1.0 in January 2027. Join the waitlist for early access.

Kanban view

The pipeline defaults to a Kanban board. Each column is a pipeline stage. Each card is a deal with the deal name, value, customer and expected close date.

Drag a card to the next column to advance the deal. Udala logs the stage change with a timestamp in the deal activity history.

List view

Switch to list view for a sortable table of all deals. Filter by stage, owner, close date or deal value. Export to CSV for external analysis.

Creating a deal

  1. Go to CRM → Deals → New Deal
  2. Enter deal name, link to a contact or company
  3. Set estimated value and expected close date
  4. Assign to a sales rep
  5. Choose the starting pipeline stage

Pipeline analytics

The pipeline dashboard shows: total pipeline value by stage, win rate, average deal size and average time to close. Filter by date range, owner or deal source.

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