FOCUS 01⊙
Sales pipeline
NewIn progressDone
Stage view
Review open opportunities by their position in your process. An initial contact should not be treated as a quote awaiting a decision.
Sales / Opportunities and stages
Sales pipeline and opportunity management
Track potential work, the customer relationship and its sales stage in the same view.
PRODUCT VIEW
See how it works.
A list of sales prospects only shows the amount of work waiting. To move forward, the team also needs to know which conversation is active, which quote awaits a response and which work was actually won. Hubz connects opportunities with stages, customers and follow-up tasks so the sales pipeline can support daily decisions.
EXPLORE THE PRODUCT
Sample viewSales pipeline
New2
Stage viewCustomer conversation
DKSample record
Customer connectionCustomer conversation
DKSample record
In progress1
Customer connectionPreparing the proposal
EDSample record
Completed1
Commercial value trackingTeam review
CYCompleted
01Connect the opportunity
02Keep the stage current
03Record follow-up and outcome
DETAILED FEATURE GUIDES
Explore the features in this module.
FROM NEED TO OUTCOME
Where this helps.
When opportunities stay in personal spreadsheets, meeting totals can diverge from the actual work. Outdated stages, forgotten follow-ups and unclear ownership make the sales picture difficult to trust.
WHAT YOU CAN WORK TOWARDS
See which opportunities are progressing, which need attention and what the team should do next. Make sales meetings about the work behind the numbers.
STEP BY STEP
How to use it.
- 01
Connect the opportunity
Link a potential sale to its contact or company. Use the opportunity title and commercial context so the team can recognize the same piece of work.
- 02
Keep the stage current
Reflect changes in conversations and quoting in the opportunity stage. Let the pipeline show the current customer relationship.
- 03
Record follow-up and outcome
Identify the next conversation or task, and assess won or lost work using its actual outcome. Use available reports to review the related data.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Sales pipeline
NewIn progressDone
Customer connection
See the people and company behind a deal, so you can prepare for the next conversation with more than its title.
FOCUS 03↗
Sales pipeline
NewIn progressDone
Commercial value tracking
Use opportunity amounts and their currencies when assessing sales. Interpret revenue views and opportunity volume according to their different meanings.
FOCUS 04◇
Sales pipeline
NewIn progressDone
Won and lost work
Record the sales outcome. Review available reporting on wins and losses to assess your follow-up process.
FOCUS 05⌁
Sales pipeline
NewIn progressDone
A path into quoting
With Professional and Business, use opportunity tracking alongside the product catalog, quotes and contracts while preserving the work being offered.
IN EVERYDAY WORK
What it looks like in practice.
In a weekly meeting, the total amount alone does not explain what each opportunity is waiting for.
Use current stages and follow-up tasks to discuss concrete sales actions.
A new project moves from the first sales discussion toward delivery.
Keep the opportunity connected to the company and tasks so handover can refer back to the customer need.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Basic opportunity and sales-stage tracking is included in all plans. Product, quote and contract management is part of Professional and Business.
- Opportunity value is not a record of collected payment or accounting revenue.
- Revenue and sales reporting depend on accurate records and the relevant user permissions.
YOUR QUESTIONS
About this feature.
01Does Essential include sales tracking?+
Yes. Essential includes basic opportunity and sales-stage tracking alongside contacts and companies. Product catalogs, quotes and contract preparation require Professional or Business.
02Is an opportunity the same as a quote?+
An opportunity tracks a possible sale and its stage. A quote describes the products or services offered to the customer. The relevant plans let these records work together.
03Who can see sales data?+
Workspace membership and permissions apply. Reports and opportunity screens show data within the modules and records the user can access.
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Customer relationships
Keep contact details, company relationships and past conversations in one shared record.
Product and service catalog
Organize product and service names, descriptions, prices and commercial details in a catalog connected to quoting.
Quotes and contracts
Record the products and services offered to a customer in quotes, and organize contract drafts, revisions and archives together.