Pipeline
The kanban board for your deals — drag to move stages, preview the impact, and work fast from the keyboard.
The pipeline is a kanban board of your deals. Each column is a stage; each card is an opportunity. The column header shows the deal count, the raw total, the weighted forecast, and an eight-week velocity sparkline.
Moving deals
Drag a card to another column to change its stage. The move saves immediately and the column totals update. Pact uses concurrency tokens, so if someone else moved the same deal first, you'll get a prompt to refresh instead of clobbering their change. The board also updates live as teammates make changes — no manual refresh.
Preview the impact before you commit
Some stage changes set things in motion — they can trigger journeys, fire playbooks, or affect commission. When you move a deal through the action palette, Pact shows an impact preview first: the current versus proposed state, the journeys and playbooks the change will trigger, and any warnings. Nothing happens until you confirm.
No hidden side effects
The impact preview is the contract: what it lists is exactly what your change will do. Review it, then confirm.
The deal action palette
Every card has a quick-action palette. Open it three ways:
- Long-press the card on mobile
- Right-click on desktop
- Cmd / Ctrl + . on the focused card
From it you can edit the deal, move to a stage, reassign the owner, change the close date, update the amount, mark won or lost, add a note, log activity, enroll contacts in a sequence, share with a teammate, view the timeline, or ask AI to suggest the next step.
On mobile
The board is built for a phone. Columns snap horizontally — swipe left and right to move between stages, one stage filling the screen at a time. A sticky stage strip above the board lets you jump straight to any stage. A scrollable chip rail replaces the desktop toolbar, with search, filters, sort, and risk bands (Critical, At risk, Watch, Healthy) so you can triage on the go.
Triage by risk
Turn on the risk bands to sort the board by deal risk. It surfaces the deals most likely to slip so you can act before they do.