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Convert Pillar · SKOUT PLATFORM

Drag-and-drop Kanban deal board
with revenue velocity and stage forecasting.

Manage sales opportunities visually. Drag deals across customizable stages, calculate weighted pipeline forecasts, and identify stale deals before they drop off.

Board ViewDrag & Drop Kanban
Custom StagesFully Tailored
ForecastingWeighted Pipeline
app.skoutai.io/pipeline
Visual Deal Pipeline
Discovery Stage$42,000
Acme Corp - Enterprise
Owner: Alex R. • $18,000
Demo Scheduled$75,000
Vertex Labs - Pro Plan
Demo on Aug 15 • $25,000
Closed Won$120,000
Starlight Inc
Contract Signed • $50,000
Capabilities

Everything you need for Visual Deal Pipeline

Grounded directly in Skout AI core production architecture and features.

Visual Kanban

Interactive Kanban Deal Board

Move deals seamlessly between stages: Lead Qualified, Demo Scheduled, Proposal Sent, Negotiation, Closed Won.

Real-time Forecast

Weighted Pipeline Forecasting

Calculates total pipeline revenue and weighted stage projections in real time.

Stale Deal Inactivity Alerts

Flags deals with no logged activity or missed follow-ups so reps prioritize active opportunities.

Account Context Drawer

Click any deal card to inspect conversation threads, contact roles, and Dexter AI deal summaries instantly.

How it works

Simple 3-Step Workflow

01

Create Deal Opportunity

Convert interested prospect into a deal card with deal value and target close date.

02

Drag Across Stages

Progress deal status as sales conversations proceed from demo to contract.

03

Close & Analyze

Track deal velocity metrics and mark opportunities Closed Won.

Dexter AI Assistant Connected

Power your Visual Deal Pipeline workflow with Dexter AI

Dexter AI connects natively to your Skout database and Visual Deal Pipeline modules. Ask Dexter to recommend targeting criteria, draft tailored outreach steps, synthesize prospect research, or automate next sales actions.

  • Customizable stages tailored to your unique sales process
  • Filter deal board by deal owner, deal size, or target close date
  • Dexter AI summary of past touchpoints directly inside deal view
AI
Dexter Assistant
Connected to Visual Deal Pipeline
"Dexter, analyze this Visual Deal Pipeline context and recommend next best actions."
"Analyzed 48 records. Identified 12 high-priority decision makers matching your ICP. Drafted custom campaign steps and updated deal priorities."
FAQ

Frequently Asked Questions

Yes, you can create separate deal pipelines for different product lines, regions, or sales motions.

Ready to supercharge your GTM motion with Visual Deal Pipeline?

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