Source
Pipeline & forecasting — found from sitemap — Close
Checked for Close on 5 Oct 2026
- Page
- https://help.close.com/feature-guide/opportunities/opportunity-pipeline-view
- Checked
- 5 Oct 2026, 03:25 UTC
- How we may use it
- Public page, crawling permitted
Technical details
- type
- page
- http status
- 200
- content hash
- sha256:64a8ae2c7aed8f68319e9cac092c1ca1184de36efb155cef2b0f7b5540e482fb
- permission
- robots_ok
- screenshot
- Screenshot on file (internal exhibit, not published)
Cited by
Facts read from this source
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Pipeline view location Report an error
“Find the Pipeline View in the left-hand menu under Opportunities.”
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Pipeline view default metric Report an error
“By default, the Pipeline View shows the actual annualized value of Opportunities broken down by Status.”
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Pipeline view configuration Report an error
“The top of the report can be configured to show: Type of Opportunity value: one-time, monthly, or annual Expected values (Value × Confidence) Active Opportunities only, or all Opportunity statuses including Won and Lost Opportunity Notes and Custom Fields for additional context”
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Pipeline view drag and drop Report an error
“With the Pipeline View’s easy drag-and-drop feature, you can drag an Opportunity between different Statuses to automatically make updates without visiting the Lead page associated with this Opportunity.”
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Pipeline view status value auto update Report an error
“This will also automatically update the value associated with these particular Opportunity Statuses.”
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Pipeline view mark won lost Report an error
“You can also drag and drop the Opportunities to the bottom of the Pipeline View to mark them as Won or Lost in Close.”
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Pipeline view links to lead page Report an error
“As you scroll horizontally in your report, you will see Opportunities with links to the actual Lead Page for more information.”
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Pipeline view pipeline filtering plan availability Report an error
“Multiple Pipelines and Pipeline filtering are available on all Close plans (Solo, Essentials, Growth, Scale).”
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Pipeline view pipelines purpose Report an error
“Pipelines act as separate categories for the different teams, products, and workflows at your company.”
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Pipeline view date filtering Report an error
“Filter Opportunities by when they were Created or by their Close date. For Won Opportunities, the Close date filter shows all Opportunities closed on the selected date.”
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Pipeline view smart view filtering Report an error
“Filter the Pipeline View by an existing Smart View to scope the report to a specific set of Leads.”
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Pipeline view sorting Report an error
“Opportunities can be sorted by order, or filtered by date.”