Track every deal from first contact to closed won

The WorkRate Pipeline is a visual deal board for tracking new business. See every opportunity at a glance, know exactly what stage each deal is in, and never let a prospect fall through the cracks.

Understanding the pipeline board

The pipeline board organises all your deals into columns by stage. Each column represents a step in your sales process. Deals move left to right as they progress.

Pipeline board — WorkRate app

Lead 2

New Website

Blue Sky Media

$4,500

Brand Refresh

Vertex Labs

$2,200

Proposal Sent 1

SEO Retainer

Acme Corp

$1,200/mo

Negotiation 1

App Development

Orbit Tech

$18,000

Closed Won 1

Social Strategy

Peak Brands

$3,600 ✓

Creating a deal

1
Open Pipeline from the main navigation.
2
Click Add Deal or the + icon inside any column to start the deal in that stage.
3
Enter the deal name — something descriptive like "New Website — Blue Sky Media" makes it easy to identify at a glance on the board.
4
Set the estimated value. Even a rough number is useful — it helps you see total pipeline value and prioritise which deals to focus on.
5
Link to a client workspace if one already exists in WorkRate. For brand new prospects, you can leave this blank and create the workspace when the deal is won.
6
Set an expected close date. This creates accountability and helps you identify stalled deals.
7
Add notes with as much context as you have — where the lead came from, who the decision maker is, budget constraints, timeline, and what the next action is.
8
Save the deal. It appears on the board immediately in the selected column.

Moving deals through stages

1
Drag the deal card from one column to another as it progresses. The board updates instantly.
2
Alternatively, open the deal and change the stage using the stage dropdown inside the deal detail view.
3
Move deals backwards if a deal stalls or needs re-engagement — drag it back to an earlier stage to reflect where things actually stand.

💡 Tip: When you move a deal to Proposal Sent, go ahead and create the actual proposal in WorkRate. That way the proposal link and deal are both tracked in one place.

Editing and updating a deal

1
Click any deal card to open the detail view.
2
Update value, close date, or notes as the deal evolves. Keep notes current — if you hand the deal off to a team member, they need to be able to pick up the context without a debrief.
3
Save changes. The board reflects updates immediately.

Closing and removing deals

Closed Won

Move the deal here when the client signs or accepts. Create their client workspace in WorkRate and begin onboarding.

Closed Lost

Move here when a deal doesn't convert. Keep the record — you may re-engage in the future, and the notes tell you why it was lost.

💡 Tip: Never delete lost deals. The history of why a deal was lost is valuable data. Over time you'll see patterns — price objections, slow responses at a certain stage, competition losses — that help you improve your process.

Tips & best practices

Update the pipeline every week. A stale pipeline is useless. Block 10 minutes every Monday to move deals, update notes, and flag anything that needs action.
Set close dates on every deal. Without a close date, deals sit in limbo indefinitely. A date forces a decision.
Write the next action in the notes. "Send revised proposal by Friday" is actionable. "Follow up" is not.
Use pipeline value to plan capacity. If you have $40k of deals in Negotiation, you need to know if you have the team capacity to deliver if they all close at once.
Link to a WorkRate proposal. When a deal reaches Proposal Sent stage, send a formal WorkRate proposal so you get the Accept/Decline tracked automatically.