DATTLE / Work
Sales Pipeline
Keep an opportunity’s current stage, value, contact, and next step together. Use one entry per deal and update it as the opportunity progresses.
Make it your own
On the web, sign in and choose New Dattle → Template. Web Dattles use Shared access; you can start with just yourself and invite people later. For a Private Dattle stored on your device, use the mobile app.
After signing in, search for Sales Pipeline under New Dattle → Template. You can leave the invite list empty while you get started.
Start from the template
In New Dattle, choose Template and search for Sales Pipeline, or browse Work. Open its preview, choose Use template, and review the name and fields before saving. The suggested name is Sales Pipeline.
Capture your first entry
Give the deal a distinct name, select its current stage, and enter its value in the field’s dollar unit. Record the contact and the next concrete step.
Review and keep it useful
Review stages in Sheet view and search a deal name to update it. Check a generated Coaching Tip against the actual opportunity before using it.
TEMPLATE FIELDS
What Sales Pipeline includes
These are the starting fields and choices in this template. You can review and adjust the setup before saving your Dattle.
| Field | Type | What to record |
|---|---|---|
| Deal Name | Text | Use a clear description that will make sense when you revisit the record. |
| Stage | Choice | Choices: Prospect; Qualified; Proposal; Negotiation; Closed Won; Closed Lost. |
| Value ($) | Number | Enter the measured or recorded amount, keeping the unit consistent. |
| Contact | Text | Use a clear description that will make sense when you revisit the record. |
| Next Step | Text | Use a clear description that will make sense when you revisit the record. |
Choose whether to use AI
This template includes AI enrichment for the fields below. To start without AI, open Edit Fields during setup and turn off AI enrichment for these fields before creating your Dattle. For each one, replace Output Columns with the field’s own name so your entry appears under one clear heading. You can still enter and keep your own notes.
- Next Step → Coaching Tip
When enabled, AI processing sends the selected field content to the selected AI provider. Subscription or credit requirements may apply. Compare generated text with your original entry and correct it before using or sharing it.
READY TO START?
Create your first few records
In Dattle, choose New Dattle → Template and search for Sales Pipeline.
You can also use this field layout in a notebook or spreadsheet.
Available in the US on iOS, Android, and the web. Features and limits vary by plan; some require a subscription.