Pipeline
The Pipeline page (/success/pipeline) shows opportunities as a kanban board, table, and settings view. It overlays health, usage, conversion likelihood, and renewal context onto CRM pipeline data.
Live Data Requirements
Pipeline can use Attio and/or Salesbricks:
- With Attio connected, pipeline items can support editable stage movement.
- With Salesbricks only, open orders are shown as read-only pipeline items.
- If neither is connected, the page shows Pipeline is not connected yet with Open Integrations and Preview with demo data.
Optional HubSpot and Salesforce sources may appear in the source filter when the pipeline data layer returns them.
Summary Cards
The live page shows:
- Total deals
- Active deals
- At risk
- High likelihood
These cards summarize the currently loaded pipeline data and the Success overlays attached to it.
Views
Kanban
Kanban is the default view. Columns come from the connected source's stage options. Cards show the opportunity/account and key context. Dragging stage-editable Attio deals between columns updates the stage; Salesbricks open orders are read-only.
Table
The table view is better for comparing many opportunities. Each row shows:
| Column | Meaning |
|---|---|
| Deal | Company or opportunity name plus owner/domain. |
| Source | Attio, Salesbricks, HubSpot, or Salesforce when available. |
| Stage | Current stage, with inline editing when the item is editable. |
| Value | Opportunity value. |
| Health | Health score and risk badge, or no health match. |
| Usage | Active-user context when matched. |
| Convert | Conversion likelihood when matched to a trial candidate. |
| Renewal | Days until renewal, or Unknown. |
Settings
The Settings tab configures which connected pipeline sources and stages should be surfaced. It is useful when your CRM has many stages but only some represent active pipeline.
Source Filter
If multiple eligible sources are connected, the page shows a source filter:
- All sources
- Attio
- Salesbricks
- HubSpot
- Salesforce
The exact options depend on connected sources returned by the backend.
Partial Enrichment
Pipeline can be live while some overlays are missing. For example, a deal may have no health match, no usage match, or no trial match. When broader coverage is incomplete, the page shows a warning above the summary cards.
Routing From Pipeline
Pipeline is where deal context meets customer-success risk:
- Route to Health when an opportunity exposes account risk.
- Route to Convert when a trial should return to conversion outreach.
- Route to Contracts when a deal becomes a contract/subscription workflow.
- Route to Re-engage when an opportunity goes closed-lost but remains worth revisiting.
Demo Mode
Preview with demo data loads sample pipeline records so you can inspect the kanban, table, filters, and overlays without Attio or Salesbricks connected.
Tip: Watch for the combination of a late-stage opportunity and critical health. Pipeline makes that conflict visible so the account team can intervene before the deal slips.