> ## Documentation Index
> Fetch the complete documentation index at: https://docs.twenty.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up a Sales Pipeline

> Configure your sales pipeline to track opportunities through stages.

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A sales pipeline in Twenty is a Kanban view of your Opportunities object, where each column represents a stage in your sales process.

## Step 1: Configure Your Stages

Stages are defined in the Opportunities object's **Stage** field.

1. Go to **Settings → Data Model**
2. Select **Opportunities**
3. Find and click the **Stage** field
4. Add, remove, or rename stages to match your process

<VimeoEmbed videoId="927890428" title="Video demonstration" />

### Recommended Stages

| Stage           | Purpose                             |
| --------------- | ----------------------------------- |
| **New**         | Fresh opportunities just identified |
| **Qualified**   | Confirmed as a good fit             |
| **Meeting**     | Engaged in discussions              |
| **Proposal**    | Proposal sent                       |
| **Negotiation** | Working on terms                    |
| **Closed Won**  | Deal successful                     |
| **Closed Lost** | Deal unsuccessful                   |

<Note>
  **5-7 stages is optimal.** Too many stages makes the pipeline hard to scan; too few loses visibility into deal progress.
</Note>

## Step 2: Create a Pipeline View

1. Go to **Opportunities**
2. Click the view dropdown → **+ Add view**
3. Name it "Sales Pipeline"
4. Click **Create**
5. Open **Options** and select **Kanban** as the layout

The view automatically uses the Stage field for columns.

## Step 3: Configure Your View

### Show Key Fields

1. Click **Options → Fields**
2. Look for fields in the "Hidden Fields" section
3. Click the **eye icon** to display: Company, Amount, Close Date, Owner

### Enable Aggregations

Show totals at the top of each column:

1. Click the number displayed next to a Stage name at the top of a column
2. Select the aggregation type (Count, Sum, Average, etc.)
3. Choose the field to aggregate (e.g., Amount)

**Example:** Show total deal value per stage by aggregating Amount with Sum.

### Use Compact View (Optional)

For a high-level overview with minimal card content:

1. Click **Options**
2. Turn on the toggle for **Compact view**

## Step 4: Create Personal and Team Views

### "My Pipeline"

* **Filter**: Owner = Me
* **Visibility**: Unlisted (personal view)

### "Team Pipeline"

* **Filter**: None (show all)
* **Visibility**: Workspace (shared view)

### "Closing This Month"

* **Type**: Table
* **Filter**: Close Date = This month, Stage ≠ Closed Won, Stage ≠ Closed Lost
* **Sort**: Close Date ascending

## Working with Opportunities

### Creating Opportunities

* Click **+ New** in the Opportunities view
* Or click **+** in a specific stage column

### Moving Through Stages

Drag and drop opportunity cards between columns to update their stage.

<VimeoEmbed videoId="927888627" title="Video demonstration" />

## Best Practices

### Pipeline Hygiene

* Update deals daily as they progress
* Move or close stale deals promptly
* Keep close dates realistic

### Stage Discipline

* Define clear criteria for each stage
* Move deals promptly when criteria are met
* Don't let deals sit in stages too long

## Related

* [Kanban Views](/user-guide/views-pipelines/capabilities/kanban-views) — aggregations and compact view
* [Filters and Sorting](/user-guide/views-pipelines/capabilities/filters-and-sorting) — creating filtered views