Pipeline and opportunities

Every opportunity with context and a next action, governed by your sales process.

Pipeline (/app/pipeline) shows every opportunity with its context and next action, as an operational table or a stage board governed by your configured sales process.

Table and board

Table — sortable list of opportunities with owner, amount, stage, close date, risk and next action.
Board — one column per stage of the configured sales process. Opportunities without a configured stage or process are grouped separately so they are not hidden.

Card ordering on the board

Choose how cards are ordered within each stage:

Ordering	What it does
Intelligent priority (default)	Ranks by commercial risk, readiness, overdue or missing next actions, close timing and value.
Risk, Close date, Next action, Amount, Owner preference	Single-criterion sorts.
Manual	Drag cards within a stage. Manual order is a personal preference; it never changes the order in your source system or the stage itself.

Moving an opportunity between stages

Drag a card to another stage, or use Move to stage. Blocchi reviews the move before it is applied:

If the source is read-only or does not support stage changes, the card cannot be moved.
If readiness or business rules reject the move (for example a required field is missing), you see what is needed.
If the opportunity changed in the meantime, the move is rolled back and the latest state is loaded.

Open an opportunity (/app/opportunities/[id]) to see stakeholders and their roles, readiness for the next stage, products and offerings, interaction history and the next action. From there you can set the next action, add stakeholders, evaluate readiness, and close it as won or lost (or reopen it) where the source allows.

Pipeline history

Pipeline history shows deterministic movements between retained snapshots. Forecast ranges use only historically observed outcomes, never an AI-invented probability.

Good to know

/app/deals is a legacy address and opens this page.
The prebuilt Pipeline and Sales process dashboards are in Dashboards.

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Pipeline (/app/pipeline) shows every opportunity with its context and next action, as an operational table or a stage board governed by your configured sales process.

Table and board

Table — sortable list of opportunities with owner, amount, stage, close date, risk and next action.
Board — one column per stage of the configured sales process. Opportunities without a configured stage or process are grouped separately so they are not hidden.

Card ordering on the board

Choose how cards are ordered within each stage:

Ordering	What it does
Intelligent priority (default)	Ranks by commercial risk, readiness, overdue or missing next actions, close timing and value.
Risk, Close date, Next action, Amount, Owner preference	Single-criterion sorts.
Manual	Drag cards within a stage. Manual order is a personal preference; it never changes the order in your source system or the stage itself.

Moving an opportunity between stages

Drag a card to another stage, or use Move to stage. Blocchi reviews the move before it is applied:

If the source is read-only or does not support stage changes, the card cannot be moved.
If readiness or business rules reject the move (for example a required field is missing), you see what is needed.
If the opportunity changed in the meantime, the move is rolled back and the latest state is loaded.

/app/deals is a legacy address and opens this page.
The prebuilt Pipeline and Sales process dashboards are in Dashboards.

Pipeline and opportunities

Table and board

Card ordering on the board

Moving an opportunity between stages

The opportunity record

Pipeline history

Good to know

On this page

Pipeline and opportunities

Table and board

Card ordering on the board

Moving an opportunity between stages

The opportunity record

Pipeline history

Good to know

On this page