Kanban View

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The Kanban View gives you a visual card-based layout of your pipeline — deals arranged as tiles in columns organized by sales stage or forecast category. It’s the fourth button in the left sidebar of Pipeline Reviews.

This is a great view when you’re working with a smaller set of deals and want a quick, visual read on where things stand.

How it works

Each column represents a sales stage (Prospecting, Qualification, Proposal, etc.), and each deal appears as a card showing the opportunity name, account, amount, close date, stage, and owner. Column headers show the total count and dollar value for that stage.

Hover over any opportunity name to see the detail popover — the same one available in the List View — with additional fields that your admin has configured. Fields in the popover are editable if you have permission.

Drag and drop

Move deals between stages by dragging a card from one column to another. This updates the opportunity’s stage in Salesforce immediately. The column totals update in real time as deals move.

To move multiple deals at once, Shift-click to select several cards, then drag them together.

Switching to forecast category

By default, the Kanban is organized by sales stage. Use the Kanban board menu to switch to Forecast Category — same concept, same deals, just organized by Pipeline, Best Case, Commit, Closed Won, and Closed Lost. If you have permission to update forecast categories, you can drag deals between them here too.

Multiple record types

If your org uses multiple opportunity record types, each record type gets its own Kanban board, selectable from the Kanban board menu.

What’s next

For a risk-focused visual of your pipeline, see Health View. For the detailed deal-level view, see List View & Groupings.