The Pipeline helps you organize, monitor, and move leads through each stage of your sales process. Leads are displayed in status-based columns so you can quickly see where opportunities stand, along with key details such as client, budget, and activity dates.

To create a lead, click New Lead in the upper-right corner. This will take you to a new page where you can enter the lead's information, such as client details, proposed budget, and more.

After creating leads, use the filters at the top of the page to narrow the results by the options listed below. To apply a filter, click Filters and select the filter type(s) you want to use. Once selected, choose the specific options to include in each filter.

If no filters are applied, all leads will appear by default.

To share the page with selected filters applied, click Filters and then Copy Filtered View. This generates a link that allows another Monograph user to open the page with the same filters already in place - no additional setup required.

To note: the link will only work for users with the appropriate permissions to view the page in the same state as the sender. If a user does not have access to all included data, the page will not open.

The totals at the top of the page summarize key pipeline metrics, which update based on the applied filters.

Leads move through three main stages in the pipeline: Scope discovery, Proposal, and Closed. Each stage contains different status options to reflect progress.

To note: status options cannot be customized.

For early evaluation and qualification of opportunities:

For leads that have advanced to the proposal stage:

For leads that have reached a decision:

Each lead in the pipeline shows the following information, which comes directly from the details entered in the Lead's Overview page or in the proposal budget builder:

You can update a lead’s status at any time by selecting from the dropdown menu on the lead card. This allows you to move opportunities seamlessly from discovery through proposal to closed (either won or lost).

When you've won the lead and closed the deal, click Won in the upper-right corner. This will prompt you to generate a project from the lead's information, with the option to edit it as needed.

If the lead falls through, click Lost in the upper-right corner. This will prompt you to select a reason why the deal was lost, which will be stored in the lead's details.

After creating leads, the following reports can be utilized. Both can be found by navigating to the Pipeline page.

Use the Leads Capacity Report to view a forecast of future staffed projects and leads against your team's capacity. This report provides insight into how taking on new leads will affect your team's workload.

Use the Leads Revenue Forecast Report to see a forecast of how future projects and leads will impact your estimated revenue. This report provides insight into how taking on new leads can increase your revenue compared to existing projects.