How to use the estimation pipeline view

The estimation pipeline view gives you a centralized overview of all your estimates, helping you stay organized and maintain visibility throughout the bidding process.

1. Understand the pipeline view

The Sales Pipeline Overview displays all estimates as cards, organized by customizable pipeline stages. Each card shows:

• Estimate name
• Client
• Client price
• Profit
• Main estimator
• Version count (in a blue badge).

2. Use card actions

Click the three dots in the top-right corner of any estimate card to:

• Move to another stage
• Make a copy
• Save as template

3. Switch between views

Click the view toggle to switch between Kanban and List view.

Use Kanban for visual tracking or List view for structured filtering and sorting.

4. View stage summaries

At the bottom of each stage column, see the total client price and profit for all estimates in that stage.

5. Create a new estimate

Click New estimate in the top-right corner to start a new estimation process.

Tip: Use pipeline stages to define your sales process — for example, Draft, Sent, In Negotiation, Won — and track each estimate from creation to close.