Sales pipeline
The board is a view of your open enquiries, one card per purchase decision, arranged by the stage each enquiry says it is in. It is designed to show you where your attention is owed rather than to be a spreadsheet with colours.
How it works
- 01
Read the stages as a dealership's stages
New, contacted, qualified, test drive, financing, negotiation, won, lost. The two in the middle are the two that actually decide car sales, which is why they are stages rather than checkboxes.
- 02
Look for the quiet ones first
Each card carries the last genuine contact. A decision with nothing recorded for eleven days is the one the board exists to keep in front of you.
- 03
Open the card to work it
Clicking through takes you to the enquiry itself — the demand, the shortlist, and every sub-process. The board is for deciding what to work on; the enquiry is where you work.
- 04
Move it by recording, not by dragging
Dragging a card is available and is occasionally the right thing. Recording what happened is almost always better, because it leaves evidence behind and the stage moves as a consequence.
Worth knowing
There is no money on the board, deliberately. Value belongs to the forecast; a board covered in figures stops being read for what it is for.
Releasing a reservation does not move the enquiry back. A lapsed hold is usually a logistics problem of ours, not a decision of theirs.