Stage Flow & Committed Deal Flow

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Pipeline Reviews includes two more Flow View variants beyond Pipeline Flow and Forecast Flow. Stage Flow tracks how deals move between sales stages. Committed Deal Flow focuses specifically on what happened to deals that were in Commit.

Both are accessed from the Flow View dropdown menu.

Stage Flow

Stage Flow works just like Forecast Flow, but organized by sales stage instead of forecast category. It answers: how are deals progressing (or stalling) through your pipeline stages?

Summary table

The top of the page shows a before-and-after comparison by sales stage. For the selected change period, you see:

• The number of deals and total amount in each stage at the start
• The current values
• The dollar and percentage change

Each value is clickable — drill into any stage to see the specific deals. A comparison chart on the right gives you a visual read on which stages grew or shrank.

Disposition view

Below the summary, the disposition view answers: what happened to the deals that were in a given stage at the start of the period? Did they advance? Stay put? Change in amount? Move out of the quarter?

This is a quick aggregate view — useful for spotting which stages are flowing and which are stuck.

Stage matrix

The matrix view works the same way as the Forecast Flow matrix, but with sales stages as the rows and columns. Read across a row to see how deals in that stage dispersed — did they advance to the next stage, skip a stage, get lost, or stay put?

Depending on your number of sales stages, this matrix can be large. Zooming out helps you see the full picture. Every cell is clickable for the underlying deal details.

Committed Deal Flow

Committed Deal Flow is the most focused of the four flow variants. It answers one question: what happened to the deals that were in Commit?

This is built for the end-of-quarter accountability conversation. For deals that were committed at the start of the change period, you see:

• Won — and whether they were won on time or won late
• Demoted — and which forecast category they fell back to (Commit → Best Case? Commit → Pipeline?)
• Pushed out — and how far they were pushed (5 days? 90 days?)
• Lost — and the last close reason
• Still committed — deals that remain in Commit

When to use it

Set the change period to the full quarter (or from quarter start to today) to see the complete story of your committed deals. This is particularly useful for:

• Post-quarter reviews — How disciplined was the team’s commit process? How many committed deals actually closed?
• Mid-quarter check-ins — Of the deals committed two weeks ago, how many are still on track?
• Forecast accuracy analysis — Are committed deals consistently closing, or is the team over-committing?

What’s next

These four flow views — Pipeline Flow, Forecast Flow, Stage Flow, and Committed Deal Flow — give you a complete picture of how your pipeline is changing. For comparing flow patterns across multiple periods, see Flow Trends.