Pipeline Management

The pipelinethat matches how you sell.

Drag-and-drop kanban, unlimited custom pipelines, and real-time weighted forecasting. Gabriel gives sales teams the pipeline they'd design themselves — ready the moment you sign in.

The Problem

Your pipeline is lying to you

Flat deal totals tell you nothing about what will close. Spreadsheets age the moment you export them. One-size pipelines force renewals, upsells, and new business through the same stages — even though they're not the same motion.

68%

of sales forecasts miss by 10%+

Unweighted pipelines hide real probability

7 days

average stall before reps notice

If they notice at all — most don't

3x

more deals close with a real forecast

When managers can coach mid-cycle, not after

The Board

Drag deals through stages the way you think about them

Gabriel's kanban updates instantly with optimistic UI, full keyboard support, and rollback if the server rejects. Every card shows health, value, and the next step.

New Business

22 open deals · $1.4M total

Weighted $612K
|Win rate 68%+12% vs last 30d

Qualified

20%

8 deals · $184K

Dataflow Inc.

$22K · Series B SaaS

May 02
SC

Northwind Labs

$18K · Biotech

May 08
JT

Kestrel Retail

$31K · E-commerce

Apr 28
AM

+ 5 more

Discovery

40%

5 deals · $312K

Meridian Systems

$64K · Mid-market MSP

Apr 22
MR

Harborline Group

$82K · Logistics

May 14
SC

Orbital HQ

$48K · Fintech

Apr 18
LP

+ 2 more

Proposal

60%

4 deals · $428K

Pinnacle Corp

$142K · Enterprise IT

Apr 19
LP

Verdant Health

$96K · Healthcare

Apr 15
JT

Beacon Media

$88K · AdTech

Apr 30
AM

+ 1 more

Negotiation

80%

3 deals · $276K

Lumen Works

$118K · Manufacturing

Apr 17
SC

Atlas Freight

$94K · Logistics

Apr 24
MR

Summit Advisory

$64K · Prof. Services

Apr 14
LP

Closed Won

100%

2 deals · $195K

Ridgeview Bank

$128K · Financial Svcs

Apr 09
AM

Cascade Foods

$67K · CPG

Apr 11
JT
8px drag activationOptimistic UI + rollbackKeyboard accessible
Double-click any card to edit in place
Deal Health

See risk at a glance — on every card

Every open deal gets a color-coded health label derived from its expected close date. Reps see what's slipping before the forecast call.

Overdue

Expected close date in the past

Urgent

0–7 days to close

Attention

8–30 days to close

Healthy

More than 30 days out or unset

Stalled deals surface automatically

Gabriel's dashboard flags open deals with no update in 7+ days and shows the top 5 oldest on your home screen. Pipeline hygiene becomes a daily glance — not a Friday afternoon audit.

Weighted Forecasting

Know what will actually close —not what reps hope will

Gabriel multiplies every open deal by its stage probability to give you a weighted forecast that matches reality. Every pipeline exposes live metrics with period-over-period comparisons — no exports, no spreadsheet macros.

Total pipeline value and MRR
Weighted forecast for value and MRR
Win rate (won ÷ won + lost × 100)
Average deal size and stage breakdown
30-day comparison with change deltas

Pipeline Metrics

Last 30 days

Pipeline Value

$1.4M

↑ 12% vs prev

Weighted Forecast

$612K

↑ 8% vs prev

Weighted by stage

Negotiation (80%)$221K
Proposal (60%)$257K
Discovery (40%)$125K
Qualified (20%)$37K
Updated live via /metricsWin rate 68%
Deal Types

Recurring and fixed deals, handled natively

MRR, one-time fees, contract term, and ACV are first-class fields — not crammed into a generic value column. Totals auto-calculate on every write.

Recurring

SaaS & subscription deals

ACV = MRR × 12

Value = (MRR × term) + one-time fees

Separate MRR, ACV, and one-time fees
Configurable contract term (default 12 months)
Auto-calculated on every create and update
Accurate reporting without manual math

Fixed

One-time project deals

Value = contract total

MRR, ACV, term auto-cleared

Clean fixed-value deal tracking
Switching type clears stale recurring fields
Multi-line-item products per opportunity
No reporting pollution from mixed fields
It Just Works

The pipeline keeps itself clean

Stage transitions trigger the right behavior every time — audit trails, close-date stamping, lifecycle upgrades, and smart notifications. No manual reconciliation.

Full audit trail

Every stage move writes an OpportunityStageHistory row with user, timestamp, and optional notes. Reconstruct exactly how a deal progressed.

Self-cleaning close dates

Moving to a won or lost stage auto-stamps the actual close date. Moving away clears it. No manual reconciliation.

Won deals upgrade the company

When a deal hits a won stage, the linked company is automatically promoted to Customer. The CRM stays in sync with reality.

Stalled deal detection

The dashboard surfaces the 5 oldest open deals with no update in 7+ days. Pipeline hygiene becomes a glance, not a weekly report.

Workflow-created opportunities

Marketing automations can spin up deals from enrollment events — pre-assigned pipeline, stage, value, and owner. Inbound-to-pipeline, zero triage.

Smart notifications

Assignment and stage-change notifications fire only when someone else made the change. Reps stay informed without inbox noise from their own edits.

Why Gabriel

A pipeline built for how sales actually works

Most CRMs give you one pipeline, a flat value column, and a report to build. Gabriel gives you unlimited pipelines, weighted forecasts, and data integrity — out of the box.

Unlimited custom pipelines

New Business, Renewals, Partner, Upsell — each with its own stages, probabilities, and weighted forecast. No extra charge, no vendor-imposed limits.

Six-stage template on day one

New pipelines pre-fill with Qualified, Discovery, Proposal, Negotiation, Closed Won, Closed Lost — sensible probabilities and colors you can edit in place.

Weighted forecasting is first-class

Every metrics call returns weighted pipeline value and weighted MRR, derived live from stage probabilities. No BI tool, no exports, no spreadsheet math.

Period-over-period, built in

Current vs previous 30-day comparison on pipeline value, deal count, and win rate — returned by the API with configurable windows. Momentum at a glance.

Recurring and fixed deals, native

MRR, one-time fees, contract term, and ACV are first-class fields — not tacked onto a generic value column. ACV and total value auto-calculate on every write.

Safe deletes, enforced by the API

You cannot delete a pipeline with open deals, a stage with deals in it, or the default pipeline. Data integrity is a guarantee, not a discipline.

Visibility & Control

The right data, to the right people

Role-based visibility is baked into every query — reps see their deals, managers see their team's, admins see everything. Applied consistently across list, detail, and metrics.

Role-Based Visibility

Three tiers, enforced at the query

Sales Reps & Viewers

Deals they created or are assigned to

Sales Managers

Own deals plus their team's book of business

Admins

Everything in the tenant

Bulk Operations

Manage pipelines at scale

Admins can restructure pipelines, reorder stages, and clean up closed deals in single API calls — no sequential per-stage work.

Bulk stage reorder in one atomic call
Bulk delete opportunities with confirmation
12+ list filters (range, role, date, pipeline)
Closed deals older than 30 days hidden by default
One query param brings historical records back
Specifications

Engineered for real sales operations

Unlimited pipelines, database-enforced integrity, and weighted forecasting as a first-class API. Built to scale from startup to enterprise.

Pipelines per tenantUnlimited
Stages per pipelineUnlimited
Default stage template6 stages, pre-filled
Stage probability range0–100%
Deal typesRecurring & Fixed
Supported currenciesUSD, EUR, GBP, CAD, AUD
ACV auto-calculationMRR × 12
Recurring value formula(MRR × term) + one-time fees
Stalled deal threshold7 days without update
Period comparison default30 days (configurable)
Kanban drag library@dnd-kit with optimistic UI
Drag activation distance8px (prevents accidental drags)
Opportunity list filters12+ (search, stage, range, role)
RBAC tiersRep-own / Manager-team / Admin-all
PSA sync fieldsBuilt in (MSP-ready)
Sortable fieldsValue, MRR, ACV, probability, close date
Unlimited pipelines in every plan

A real forecast.On day one.

Start your free trial and drag your first deal through a pre-built pipeline. Weighted forecast, win rate, and 30-day trend update before you close the tab.

14-day free trial
No credit card required
Weighted forecasting included
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