Sales Pipeline
Available nowFollow up before the opportunity goes cold.
Most lost work isn't a ‘no’. It's a quote nobody chased or a callback that slipped. The pipeline shows every open opportunity, what it's worth, who owns it and when someone promised to follow up — and flags the ones that are drifting.
This is for you if…
You can't say what your open pipeline is worth today
Follow-up dates are kept in memory or a diary
Leads are shared between people and sometimes fall between them
You only notice a lost job when the customer has booked someone else
The problem
Enquiries don't fail loudly. They fade.
A lead goes quiet for a week, then two. Nobody decided to let it go; it just wasn't anyone's next job. Without a pipeline, you only find out at month end, when the work you were counting on never arrived.
- No single list of open opportunities
- No agreed next step for each lead
- No idea which stage leads get stuck at
- Won and lost work never compared
What a leaky pipeline costs
Worked example- Open leads at any time
- 30
- With no follow-up date
- 11
- Average value
- £2,400
- Value without a next step
- £26,400
Illustrative worked example. The Action Centre shows your real figure every morning.
How B2B Brain solves it
A board that shows value, ownership and urgency.
Pipeline · £23,000 open
Example dataNew enquiry
Priya Shah£1,200
Guttering
Lauren Hill£900
Roof repair
Follow-up today
Site visit
Mark Evans£2,400
Chimney
Quote sent
John Smith£6,500
Roof replacement
Follow-up overdue
A. Patel£3,100
Flat roof
Won
R. Green£8,900
Re-roof
What changes in your business
Before and after.
“Roughly £20k in the pipeline, I think”
The exact open value, by stage, right now
Leads without an owner
Every lead assigned, visible to the whole team
Follow-ups remembered on a good day
Overdue follow-ups flagged in red, every day
Pipeline review takes an afternoon
Monday review in ten minutes, from one screen
A day with it
What Sales Pipeline looks like in practice.
08:30
Three follow-ups are due today; one is two days overdue and worth £6,500.
10:15
After a site visit, the lead moves to ‘Quote pending’ with a note of what was agreed.
14:00
A lead is marked lost with the reason ‘price’. It will count in next month's loss analysis.
16:30
Pipeline value is £18,600 across 11 leads; two are high priority.
Why it works better inside B2B Brain
A standalone tool sees one part of the journey. B2B Brain sees all of it.
Automation keeps it moving
Stale-lead reminders and quote chasers run from pipeline stages and dates.
Analytics explains it
See which stage leads stall at and which sources produce leads that close.
The AI brief watches it
The morning brief names the opportunities at risk, so the pipeline comes to you.
FAQ
Questions about Sales Pipeline.
Every business starts with sensible stages (new enquiry to won). Custom stages are part of business settings.
Yes. Each lead has an assignee, and cards show who is carrying which opportunities.
Follow up before the opportunity goes cold.
Sales Pipeline is included in every plan, with a 14-day free trial.
14-day free trial · No card needed · Community and Vlog always free