The deal pipeline gives you a visual overview of every opportunity in your sales process. Track deals from first contact to close, log activities, measure velocity, and analyze what drives wins and losses.
Kanban View
Navigate to Pipeline from the sidebar. Your deals are displayed as cards on a kanban board, organized by stage:
- Each column represents a pipeline stage (e.g., Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost).
- Each card shows the deal name, client, value, and how long it has been in the current stage.
- Drag and drop a card from one column to the next to move a deal through your pipeline.
- The pipeline total at the top of each column shows the aggregate value of deals in that stage.
Pro tip
Customize your pipeline stages to match your actual sales process. Go to Settings > Pipeline to rename, reorder, add, or remove stages. The default stages work for most teams, but tailoring them improves accuracy.
Creating and Managing Deals
Create a new deal from the pipeline view or directly from a client's profile:
- Tap New Deal and select the associated client or prospect.
- Enter the deal name, estimated value, expected close date, and starting stage.
- Add any relevant notes or context about the opportunity.
- The deal card appears in the corresponding pipeline column immediately.
To edit a deal, tap its card to open the detail view. Here you can update the value, change the stage, adjust the close date, or add notes.
Deal Activities and Notes
Every deal has an activity timeline that logs all interactions and events:
- Calls — Log phone calls with a summary and outcome.
- Meetings — Record in-person or virtual meetings linked to the deal.
- Emails — Track important email exchanges.
- Notes — Free-form notes about the deal status, blockers, or next steps.
- Stage changes — Automatically logged when you move a deal between stages, with timestamps.
Note
Activities logged on deals also appear in the associated client's timeline, giving you a unified view of all touchpoints whether you navigate from the pipeline or the client page.
Velocity Tracking
Deal velocity measures how quickly opportunities move through your pipeline. Kolva tracks velocity metrics automatically:
- Average time per stage — How long deals typically stay in each stage before advancing.
- Overall cycle time — Average number of days from deal creation to close (won or lost).
- Stage conversion rates — Percentage of deals that advance from each stage to the next.
- Stalled deals — Deals that have been in the same stage longer than your average, flagged for attention.
Pro tip
Review stalled deals weekly. A deal stuck in "Proposal" for three times the average duration is often a dead deal that should be moved to Lost — or it needs a new approach to unblock it.
Win/Loss Analysis
Understanding why you win and lose deals is critical for improving your close rate. Kolva provides win/loss analysis through the Analytics section:
- Win rate — Percentage of deals closed won vs. total deals closed (won + lost).
- Loss reasons — When you mark a deal as lost, Kolva prompts you to select a reason (price, competitor, timing, no budget, etc.). These reasons aggregate into a filterable report.
- Win/loss by segment — See how your win rate varies across A, B, and C segment clients.
- Win/loss by rep — Managers can compare win rates across the team to identify coaching opportunities.