The pipeline and its stages

Stages carry a probability and explicit won/lost flags, and can require fields before a deal may move.

CRM → Leads & Pipeline.

A board with one column per stage. Each card is an opportunity; the dropdown on a card moves it.

Stages carry three real fields, never inferred from their names:

• probability — what feeds the weighted forecast
• is_won / is_lost — what marks the outcome

This matters more than it sounds. A pipeline whose closing stage is called "Signed", or one in another language, would silently break every forecast that guessed from the text — and the forecast would look plausible while it did.

Stage gates. A stage can require fields before anything may move there. "Closed Lost" requires a reason, so the loss-reason report is never mostly blank. When a move is refused the message names the field, and the editor opens on it.

Moving stage is its own operation. A plain edit that tried to set the stage is routed through the same gate — otherwise every requirement could be bypassed by editing instead of dragging.

The weighted figure is each stage's total multiplied by its probability. Open pipeline and weighted pipeline are both on the dashboard.