Multiple pipelines and the all-pipelines view

A renewal does not go through the same steps as new business, and forcing both onto one board makes both harder to read. Separate pipelines let each motion have honest stages.

The cost is that you now have more than one place to look, which is what the all-pipelines view is for.

Who this is for

Sales managers and admins with more than one sales motion.

Before you start

• Permission to create and manage pipelines.
• A genuine second motion — not just a wish to sort deals differently.

Add a pipeline for a different motion, not a different filter
The test is whether the stages differ. If new business and renewals go through genuinely different steps, they are two pipelines. If you just want to see one subset of deals separately, that is a saved view — much cheaper and it does not split your forecast.

Work with several pipelines

1. Confirm the stages actually differ
   If both motions would use the same stage names, one pipeline plus a filter is the better answer.
2. Create the second pipeline
   Give it its own stages and its own win probabilities — a renewal at 'proposal' is not as likely as new business at the same label, or vice versa.
3. Set its own rules
   Each pipeline gets its own stage rules and required fields, so you can be strict where it matters and light where it does not.
4. Move a deal when the motion changes
   A deal can move between pipelines when what you are doing with it genuinely changes.
5. Read across with the all-pipelines view
   When you want total pipeline rather than one motion, read across all of them so nothing is missed because it lives on another board.
6. Resist a third and fourth
   Each pipeline is another place to look and another set of probabilities to maintain. Add one only when the motion genuinely differs.

What you get

• Honest stages for each sales motion.
• Probabilities that reflect each motion rather than an average of both.
• Deals that can move between pipelines when the motion changes.
• A combined view so total pipeline is still readable.

Frequently asked questions

When do I need a second pipeline?

When the stages genuinely differ. If both motions would use the same stages, use one pipeline and a saved view instead.

Can a deal move between pipelines?

Yes — that is the point of the design. When what you are doing with the deal changes, the deal can move to the pipeline that matches.

How do I see total pipeline across all of them?

The all-pipelines view reads across, so deals on other boards are not silently missing from your total.

Is there a downside to more pipelines?

Each one is another set of stages and probabilities to maintain and another place to look. Two or three with a clear purpose beats six that overlap.