Workspace
Pipeline
Your book from quote to paid, as a board of six stages, with the value and margin in each.
The pipeline shows every load as a card in one of six stages, from quote to paid. Sales agents use it to see their book at a glance; managers use it to see where money is stuck and how each agent's book is spread. Moving a card changes the load's status under the same rules as everywhere else.
- Where
- Workspace › Pipeline (/pipeline)
- Who opens it
- Pipeline · view (owner, manager, sales and ops by default)
- Who moves cards
- Loads · edit
- By-agent table
- Owner and managers only
- Audited
- load.pipeline
The six stages
| Stage | Loads in it | Dropping a card here |
|---|---|---|
| Quote Submitted | Loads flagged as a quote (shown with a Quote badge) | Flags the load as a quote. The status does not change. |
| DO Confirmed | Needs Driver, Booked - Awaiting Confirmation | Clears the quote flag and sets Booked - Awaiting Confirmation. |
| In Transit | Dispatched, At Pickup, In Transit, At Delivery | Sets In Transit. |
| Delivered | Delivered, Delivered - Awaiting Paperwork, Ready for Billing | Sets Delivered, which runs the R6 delivery steps. |
| Invoiced | Invoiced | Refused: finance sets Invoiced when the invoice is raised. |
| Paid | Paid | Refused: Paid is set when the payment is recorded. |
Loads that are Pending, Needs Carrier, On Hold or Cancelled (and not flagged as a quote) are not on the pipeline.
What you see
| Reading | What it shows |
|---|---|
| Book in play | Total customer rate of all loads on the board. |
| Loads in play | How many loads are on the board. |
| Gross margin | Margin across those loads. |
| By stage | A chart of loads per stage. |
Each column shows its loads, the total value and the margin. Each card shows the container and the customer.
Pipeline by agent
Owners and managers also see a table: one row per agent, the number of their loads in each stage, and their book value. A sales agent sees only their own loads anywhere on this screen (R9).
Move a card
Grab the card
Drag it by its handle, or focus the handle and use the keyboard.Drop it on a stage
The board already knows which stages a card may not go to, and says which gate stops it.Read the result
The card moves, and the activity feed says Pipeline: In Transit (for example). If refused, the reason is shown.
The gates are the same as on the load record:
| Gate | Example |
|---|---|
| Advance (R4) | An unpaid SSL or customs advance stops a move to In Transit or Delivered. |
| Carrier compliance (R1) | No carrier, or a carrier not cleared, stops the same moves. |
| Finance | Invoiced and Paid are never set by hand. |