---
title: "About the Pipeline tab"
url: "https://help.outdoo.ai/en/article/about-the-pipeline-tab"
language: "en"
last_updated: "2026-11-12T06:16:07.475Z"
---

# About the Pipeline tab

The Pipeline tab gives you a quick read on how your deals are doing. It shows your average sales cycle, win rate and revenue generated, plus two charts: **Deals Overview** and **Deals at Risk**. You can group the charts in different ways and filter them by team, deal board and date range.

## Open the Pipeline tab

Go to **Opportunities > Insights** and click the **Pipeline** tab. The other tab, **Win/Loss**, opens by default.

## Filters at the top

Use the filters to choose which deals the page covers. The page updates when you change them.

-   **Team member selector:** shows **All Team Members** until you pick someone. Choose **Individual** to pick a team member, or **Team (Manager)** to see a manager's team. Use the search box to find a name.

-   **Add Filter:** adds an extra filter on your CRM fields. Added filters show below the row. Click the **X** on a filter to remove it, or click **Clear All Filters** to remove them all.

-   **Deal board selector:** limits the page to the deals on one of your deal boards. The box says "Search boards...". Clear it to include all deals again.

-   **Date range:** the button shows **Date: 90 days** by default. Click it to pick a different range, then apply it.

Changing these filters does not change the deal board itself.

## Stat cards

Three cards sit above the charts. Hover over a card for a short explanation.

-   **Avg. Sales Cycle:** the average number of days it takes to close a deal.

-   **Win Rate:** the percentage of closed deals that were won.

-   **Revenue Generated:** the total amount of deals won, in your company currency.

## Group the charts

Use the controls above the cards to change how the charts look.

**Group By** decides how deals are grouped:

-   **Created Date:** groups deals by the date they were created. This is the default.

-   **Stage:** groups deals by their CRM stage.

-   **Deal Pulse:** groups deals by their Deal Pulse rating.

-   **Owner:** groups deals by deal owner.

**Timeline** appears only when you group by **Created Date**. Choose **Daily**, **Weekly**, **Monthly** or **Quarterly** to change how the chart is split over time.

**Amount** and **Count** switch between the total deal value and the number of deals.

When you change **Group By**, the Timeline goes back to **Daily** and the view goes back to **Amount**.

## Deals Overview

**Deals Overview** shows the deals in each group. Hover over a bar to see the group name and a "Deals" number.

When you group by **Deal Pulse**, the chart shows how many deals fall in each rating: Extremely Bad, Poor, Okay, Good and Excellent.

## Deals at Risk

**Deals at Risk** shows the deals flagged as at risk, grouped the same way as **Deals Overview**. Hover over a bar to see "Deals at Risk" for that group.

This chart is hidden when you group by **Deal Pulse**.

Hope this article was helpful. For any queries, please write to support@outdoo.ai

## Related articles

-   [About win/loss](https://help.outdoo.ai/en/article/about-win-loss)

-   [Intro to Opportunities](https://help.outdoo.ai/en/article/intro-to-opportunities)

-   [Introduction to Insights](https://help.outdoo.ai/en/article/introduction-to-insights)

-   [Create and manage deal boards](https://help.outdoo.ai/en/article/create-and-manage-deal-boards)