Deal Pipeline
Track demos and proposals through a two-pipeline kanban board - with drag-and-drop, demo-to-proposal conversion tracking, and revenue rollup.
The Deal Pipeline is the most feature-rich of the sales activity trackers. It contains two separate kanban pipelines - one for demos, one for proposals - and lets you drag deals between stages to update their status. It's also the home of demo-to-proposal conversion tracking: when a demo goes well, you can convert it directly into a linked proposal with one click, and PrimeTask tracks how many of your demos turned into real deals.
Demos and proposals are activity types - see Activities for the full activity model. This article covers the Deal Pipeline page where you manage them visually.
PrimeCRM is a Pro feature
The Deal Pipeline requires a Pro license with CRM enabled. See License Settings.
Deal Pipeline is not the same as Pipeline Boards
the Deal Pipeline on this page tracks demos and proposals (activity types) through fixed sales stages with revenue rollup and conversion tracking. Pipeline Boards are kanban Task Boards whose lists are wired to your contact and company statuses - moving a card moves the linked record's status. They complement each other: use the Deal Pipeline to track deals in flight, and Pipeline Boards to track relationships through their own pipelines.
What you can do
See all your demos and proposals in a kanban view
each pipeline has 5 stages
Drag and drop
deals between stages to update their status instantly
Track demo-to-proposal conversion
convert a demo into a linked proposal with one click, then see the overall conversion rate
See revenue totals
per pipeline stage and across the board
Filter by date range, deal value, and owner
focus on this month's high-value deals or just your own
Log a new demo or proposal
directly from the page
Switch between 4 views
all pipelines together, demos only, proposals only, or converted pairs only
See key metrics at a glance
total demos, high-interest count, total proposals, win rate, and conversion percentage
How to open the Deal Pipeline
- From the CRM Dashboard: Click the Deals card in the Sales Activity Trackers section on the CRM Dashboard.
- From the Sales Activity Dashboard: Click the Demos or Proposals stat, or the Deal Pipeline quick action. See Sales Activity Dashboard.
- Command palette: Press ⌘+K (or Ctrl+K), type deal pipeline, and pick the entry.
Things worth knowing
Two pipelines - Demos and Proposals
The Deal Pipeline contains two separate kanban boards, each with 5 stages:
Demo Pipeline - 5 stages:
| Stage | What goes here |
|---|---|
| Scheduled | Demos with no interest level set yet (default for new demos) |
| High Interest | Demos where the prospect showed strong interest |
| Medium Interest | Moderate interest |
| Low Interest | Limited interest |
| Not Interested | Demos that ended without interest |
Proposal Pipeline - 5 stages:
| Stage | What goes here |
|---|---|
| Sent | Proposals you've sent, awaiting first response |
| Under Review | Proposals the prospect is currently reviewing |
| Negotiating | Active back-and-forth on terms |
| Accepted | Won deals |
| Rejected | Lost deals |
Each stage shows a count of deals it contains. The Proposal Pipeline stages also show the total proposal value in that stage, so you can see revenue distribution across your pipeline at a glance.
Drag and drop - move deals between stages
Drag any demo or proposal card from one column to another to update its status. The change saves immediately - no confirmation needed. For proposals, the per-stage revenue totals update live as you move deals.
Four tabs
The page has four views you can switch between:
- All Pipeline (default) - both Demo and Proposal pipelines visible together
- Demos - only the Demo Pipeline
- Proposals - only the Proposal Pipeline
- Converted - linked demo+proposal pairs (deals where a demo successfully became a proposal). The tab label shows the count of converted pairs.
Key metrics
Above the pipelines, summary metrics give you the big picture:
- Total Demos - how many demos you've given, and how many are currently scheduled
- High Interest - how many demos generated strong interest, with the conversion percentage
- Total Proposals - how many proposals you've sent, with the combined value
- Win Rate - what percentage of proposals were accepted
When you have at least one demo-to-proposal conversion, an additional conversion metrics summary appears showing the overall demo-to-proposal ratio, the total converted value, and the high-interest conversion rate.
Filters
You can narrow the pipeline view with four filters:
- Search - matches against contact name, company name, title, and product shown
- Date Range - all time, this week, this month, or this quarter
- Value Range - filter proposals by value bracket (useful for focusing on high-value deals)
- Owner - all deals, your deals only, or unassigned
A Clear All button appears when any filter is active.
Demo cards - what you see and can do
Each demo in the pipeline shows the linked contact or company (clickable to their detail page), the product demonstrated, the date, the interest level, and any next steps you've logged. From each demo card you can:
- Convert to Proposal - creates a new proposal pre-filled with the demo's context (see below)
- Edit - open the demo for editing
- Delete - remove the demo (with confirmation)
Proposal cards - what you see and can do
Each proposal shows the linked contact or company, the proposal value and currency, the date sent, the decision date (if logged), key terms, and the current status. From each proposal card you can:
- Edit - open the proposal for editing
- Delete - remove the proposal (with confirmation)
Demo-to-proposal conversion - the defining feature
When you've run a demo and the prospect is interested enough to receive a proposal, click Convert to Proposal on the demo card. PrimeTask opens the proposal form pre-filled with context from the demo (contact, company, basic details), and links the new proposal back to the demo automatically.
After saving, both records remain: the demo stays in the Demo Pipeline with its interest level, and the new proposal joins the Proposal Pipeline. The link between them powers the Converted tab and the conversion metrics.
Why convert instead of just creating a new proposal?
A converted proposal carries the demo context with it and is visibly linked. This lets you trace which demos became deals, and the conversion metrics card shows you the overall ratio. Use Convert to Proposal whenever you want the relationship tracked; create a standalone proposal when the deal didn't start as a demo.
The Converted tab
Click the Converted tab to see every linked demo+proposal pair. Each entry shows the demo on one side and the proposal on the other, with the interest level, proposal status, and value visible - a quick way to review your pipeline conversions.
Logging a new demo or proposal
Click Log Demo or Log Proposal in the header to open the activity form pre-filled with the matching type. The form includes all the type-specific fields covered in Activities:
- For demos: demo type, interest level, product/service shown, duration, recording URL, feedback, and next steps
- For proposals: proposal value (with 14 currencies), status, decision maker, proposal file URL, key terms, and (if rejected) a rejection reason
After saving, the new card appears in the matching pipeline immediately and the metrics update.
Isolated CRM mode
When viewing the Deal Pipeline in a project's Isolated CRM:
- Only demos and proposals logged inside the project are shown
- Metrics count only project-scoped deals
- New deals default to the project's scope
- If auto-sync is enabled, shared deals linked to the project's contacts are merged in
Common questions
"I just gave a demo. How do I move it to the right stage?"
Find the demo card in its current column and drag it to the column matching the outcome - High Interest, Medium, Low, or Not Interested. The change saves instantly.
"The prospect wants a proposal. How do I create one from the demo?"
Click Convert to Proposal on the demo card. The proposal form opens pre-filled with context from the demo. Fill in the value, currency, status, and key terms, then save. The proposal appears in the Sent column and the pair shows up on the Converted tab.
"I want to see only high-value deals."
Set the Value Range filter to the bracket you want (the filter applies to proposals only - demos don't have a value field). The pipeline filters down to matching deals.
"How do I find my overall demo-to-proposal conversion rate?"
Look at the conversion metrics summary above the pipelines. It shows the overall percentage, the total converted count, the combined value, and the high-interest conversion rate. For deeper analytics, see CRM & Reports.
"I want to log a deal that's already won."
Click Log Proposal, fill in the details, and set the status directly to Accepted. The proposal lands in the Accepted column without needing to drag through other stages.
"How do I see total accepted revenue for this month?"
Set the Date Range filter to This Month. The Accepted column updates to show only this month's accepted proposals and their combined value. For historical comparisons, use CRM & Reports.
Where to go next
| If you want to… | Read this |
|---|---|
| See all sales activity in one dashboard | Sales Activity Dashboard |
| Run a kanban whose lists are mapped to contact or company statuses | Pipeline Boards |
| Track calls | Call Tracker |
| Track emails | Email Tracker |
| Track meetings | Meeting Tracker |
| Browse all activity types | Activities |
| See revenue analytics with charts | CRM & Reports |
| Use AI agents to log demos and proposals | CRM & MCP |
| Understand Shared vs Isolated CRM | Shared vs Isolated CRM |
| Return to the CRM hub | PrimeCRM Overview |