Pipeline

Documentation Index

Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Pipeline page (/success/pipeline) shows your opportunity pipeline as a kanban board or a sortable table — enriched with the health and conversion context from elsewhere in Success.

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The Two Views

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Kanban (default)

Columns per stage — Prospecting, Qualification, Proposal, Negotiation, Closed-Won, Closed-Lost (your stage names map from Attio or Salesbricks). Each card shows:

• Company name + logo
• Deal value
• Stage
• Confidence % (if your CRM tracks it)
• Stage-movement actions — drag-and-drop between columns, or use the card menu

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Table

The same data, sortable and filterable as rows. Useful when the board has too many cards to scan visually.

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Health and Convert Enrichment

This is what makes Pipeline different from a plain CRM view. Each opportunity carries:

• Health badge — if the account exists in Health, the current risk level (critical / at risk / healthy) shows on the card
• Conversion likelihood — if the account is a trial that’s also in Convert, the likelihood tier (high / medium / low) shows

So a deal in Negotiation with a Critical health badge is a deal you need to call about today — the pipeline view alone wouldn’t have told you that.

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Summary Cards

• Total opportunities — count in the visible pipeline
• Weighted pipeline value — sum of deal value × confidence
• Closing in 30 days — short-term forecast count
• Average deal value

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Source Filter

• All — combined view
• Attio — Attio deals only
• Salesbricks — Salesbricks deals only

If you have both connected, the combined view dedupes by company domain where possible.

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Settings Tab

Configure which stages from your CRM are surfaced and how they map to the Success workflow stages.

• Stage filter — pick which Attio/Salesbricks stages count as pipeline
• Source field — Attio vs. Salesbricks as the primary deal source

Useful when your CRM has many stages, only some of which represent live pipeline.

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Routing From Pipeline

Each opportunity menu lets you:

• Route to Health — if you’ve noticed risk while reviewing the deal
• Route to Convert — for trials that should be in the conversion queue
• Route to Re-engage — when an opportunity goes Closed-Lost but is worth a winback

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When Pipeline Is Most Useful

• Forecast calls — total value + weighted value + closing-in-30 at a glance
• CSM ↔ AE coordination — health badges on the board mean CSMs and AEs see the same risk picture
• Cross-source view — Attio + Salesbricks side-by-side for teams running both
• Stage hygiene — drag-and-drop in kanban keeps deals moving without context-switching to the CRM

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Demo Mode

Like every Success page, Pipeline supports Preview with demo data so you can explore the kanban, table, and enrichment before connecting Attio or Salesbricks.