The **Pipeline** area takes over once a lead has turned into business. It has two views; you switch via the heading at the top left.

**Contents**
- [Open deals](#open-deals)
- [All deals](#all-deals)
- [Kanban or list](#kanban-or-list)
- [Searching, filtering, sorting](#searching-filtering-sorting)
- [Why a deal is missing](#why-a-deal-is-missing)
- [Next](#next)


## Open deals

Shows the deals still being worked: **Send offer** and **Closing**. Closed deals are deliberately absent.

Above the list sits the forecast bar with the **Open volume** and two monthly buckets. More on that under [Forecast, confidence and weighted value](https://success.indeal.ai/hc/indeal/articles/forecast-confidence-and-weighted-value).

This is the view for daily work.

## All deals

Additionally shows **Won** and **Lost**. The forecast bar is gone, because closed deals predict nothing.

This is the view for looking back and searching.

## Kanban or list

At the top right you switch between **Kanban** and **List**.

**Kanban** shows one column per stage. Above each column sits the sum, for open stages also the average probability as **Ø {value}% confidence**, and for **Won** the note **Realized {value}**. Above the **Lost** column it reads **last 30 days** - only recently lost deals appear there, so the column does not grow over months.

On the cards, next to the name and company, sits the expected closing month as **Exp. {month}**.

![The pipeline in the Kanban view](https://avhmrgajilnfyuvkhect.supabase.co/storage/v1/object/public/helpcenter/erste-schritte/pipeline-board.png)

**You can drag cards into another column with the mouse.** If the target stage needs details, a small window opens.

**List** shows one row per deal, grouped into **Overdue**, **Due today** and **Later**, with the columns **Deal**, **Stage**, **Follow-up**, **Probability**, **Value** and **Action**.

## Searching, filtering, sorting

Above the list you find:

- The search field **Name or company …**.
- **Filter** with **Stage**, **Follow-up date** (**Any**, **Overdue**, **Due today**, **Upcoming**, **No date**), **Touchpoints** and **Value**.
- **Sorted by** with **Urgency**, **Touchpoints**, **Probability** and **Value**.

The number of results sits on the right. **Reset** discards the filters.

## Why a deal is missing

1. **You are in Open deals.** Won and lost deals live under [**All deals** ↗](https://app.indeal.ai/pipeline/all) only.
2. **A filter is active.** Check the filter bar.
3. **You have the Sales role.** Then you only see deals assigned to you.
4. **The deal was never created.** A lead does not become a deal on its own - that happens via **Create offer**, see [From lead to deal and back](https://success.indeal.ai/hc/indeal/articles/from-lead-to-deal-and-back).

## Next

- [Deal stages from offer to close](https://success.indeal.ai/hc/indeal/articles/deal-stages-from-offer-to-close)
- [Editing a deal](https://success.indeal.ai/hc/indeal/articles/editing-a-deal)