CRM Pipeline and Revenue Tracking

Kaname's CRM pipeline gives you a real-time view of all your active deals organized by stage. Instead of a separate CRM tool you have to maintain alongside your inbox, Kaname builds the pipeline directly from your email activity — threads become deals, and stage changes happen inside conversations.

How the pipeline is built

Every thread in your inbox can become a pipeline item. When you:

• Mark a thread as a lead
• Associate a thread with a product
• Change a thread's stage

...that thread becomes part of your pipeline. The pipeline is not a separate database you maintain — it reflects the actual state of your inbox conversations.

Accessing the pipeline

Go to CRM → Products and click any product to see its pipeline. The pipeline view shows all threads and leads associated with that product, grouped by stage.

Alternatively, CRM → Revenue gives you a cross-product revenue summary — total pipeline value, deals by stage, and recent stage changes across all products.

Reading the pipeline

The pipeline displays deals as cards or rows, grouped under stage columns:

Each card shows: contact name, thread subject, product, assigned team member, and last activity date.

Moving deals through stages

To change a deal's stage:

From the pipeline view:

• Drag and drop the deal card to a new stage column (if drag-and-drop is enabled)
• Or click the deal and change the stage from the detail panel

From the inbox thread:

• Open the thread
• Click the stage selector in the thread action bar
• Select the new stage

Both methods update the same underlying record. The stage you set in the inbox is the same stage visible in the pipeline.

Pipeline value and revenue metrics

If you set a price on your products, Kaname calculates pipeline value by multiplying the deal count in each stage by the product price:

• Total pipeline value — sum of all active and committed deals
• Committed value — sum of deals in the Committed stage (most likely to close)
• Closed Won (MTD) — value of deals closed this month
• Average deal length — average days from New to Closed Won

These metrics appear in CRM → Revenue.

Loss reasons and closed-lost analysis

When you move a deal to Closed Lost, Kaname prompts you to record a loss reason. The available categories are:

• Budget — the prospect did not have budget
• Timing — not the right time for them
• Competitor — chose a competing product
• No champion — no internal advocate to push the deal forward
• No decision — process stalled with no resolution
• Not a fit — product did not match their needs
• Other — use sparingly

Recording loss reasons consistently over time reveals patterns in why deals fail. After 20–30 closed-lost deals, these patterns show you where to focus product development, messaging improvements, or sales process changes.

Weekly pipeline review

A consistent weekly pipeline review is the single most valuable habit for maintaining a healthy pipeline. A 20-minute review every Friday covers:

1. Check Committed deals — confirm each has a clear next step toward signing or payment
2. Check Active deals — identify any that have had no movement in 5+ days and schedule follow-ups
3. Check Waiting deals — identify any waiting more than 5 business days and send check-ins
4. Review New leads — ensure every new lead from the week has received a first response
5. Record loss reasons — any deal that closed-lost this week should have a reason recorded

This review takes 20 minutes with a clean pipeline and reveals the state of your business more accurately than any dashboard.

Exporting pipeline data

To export your pipeline data (for board presentations, reporting, or migration):

1. Go to CRM → Revenue or the product pipeline view
2. Click Export in the top-right
3. Choose CSV or JSON format
4. The export includes all deals with stage, contact, product, value, and date fields